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Projects and tasks

Kanban and task lists after the sale: work stages, deadlines, owners, and team load — without a separate task tracker.

Illustration: Kanban columns and team tasks in Uptimo
Illustration: Kanban columns and team tasks in Uptimo

From deal to delivery

After closing, real work begins: timelines, vendors, approvals. A detached task tracker often drifts away from CRM.

In Uptimo, projects and tasks stay next to the customer and finance: you see who does what, what is late, and how it affects margin.

Visibility for leadership

Boards and lists show load and bottlenecks. Managers see status without weekly “where are we?” calls.

Roles restrict access to other teams’ projects — useful for agencies and multi-entity groups.

Scale from one project to a portfolio

Start with key clients and stage templates; add projects and members as you grow without switching tools.

External integrations — see Integrations & API and the User API docs.

Before and after: execution after the deal

BeforeAfter with Uptimo
Tasks in a standalone tracker with no client linkProjects and tasks tied to the customer and deal
Status only surfaces on stand-upsBoard and deadlines visible to managers anytime
Overload for some and idle time for others is opaqueAssignments and stages show how the team is loaded
Finance learns about overrun after the factFinance context helps you see spend against delivery

Typical outcomes for delivery teams

  • Fewer missed deadlines thanks to visible stages and owners.
  • Fewer “where are we with this client?” questions — status lives in the system, not only in a lead’s head.
  • Easier scaling: new projects follow templates without a new tool zoo.

Outcomes depend on process maturity and real platform usage; we do not publish invented metrics on the site.

Frequently asked questions

Can we run multiple projects per client?
Yes — projects are separated by context; participants and permissions can hide data people should not see.
Are tasks connected to deals?
Tasks align with the sales flow: after the deal stage, work continues in projects without losing history.

Related solutions

  • CRM and deals in UptimoSales pipelines, client and contact records, interaction history, and deal tasks — in one workspace without scattered spreadsheets or “who promised what” threads.
  • Company financesIncome and expenses, an operations journal, bank imports, and linking movements to projects — financial clarity next to sales, not in a disconnected spreadsheet.
  • Team and rolesInvite colleagues, scope access by project and area — one workspace for sales, finance, and support without “everyone sees everything”.

Pricing

Free

Для старта — базовая CRM/ERP и операционный контроль без оплаты

Бесплатно
  • 1 проект для старта
  • 1 канбан-доска
  • Базовая CRM-воронка и задачи
  • Финансовый журнал вручную
  • До 2 проверок сервисов
  • История проверок 7 дней
  • 1 страница статуса
  • Без приглашения в команду
  • Без виджетов Live Chat
  • Без серверного агента

Pro

Для команд — CRM, проекты, чаты и расширенный операционный контроль

990 ₽/ мес
  • Всё из Free, и ещё:
  • До 50 проектов
  • До 5 канбан-досок
  • До 3 участников в команду
  • До 5 виджетов Live Chat на сайт
  • Расширенная CRM и командная работа
  • Финансы по проектам и категориям
  • До 50 проверок, SSL и домены
  • 3 страницы статуса
  • Серверный агент для 1 сервера

Team

Для бизнеса — больше проектов, ресурсов, команды и White Label

2 990 ₽/ мес
  • Всё из Pro, и ещё:
  • До 100 проектов
  • До 20 канбан-досок
  • До 20 участников в команду
  • До 50 виджетов Live Chat на сайт
  • Больше рабочих пространств для отделов
  • До 500 проверок сервисов
  • 20 страниц статуса и White Label
  • История и инциденты 180 дней
  • Мониторинг до 10 серверов

Запустите CRM/ERP за пару минут

Без контрактов и привязки карты. Создайте проекты, добавьте сделки, задачи и команду — так вы быстро оцените единый контур управления бизнесом.