When the sale closes, the work begins.
Track won work through to delivery with TiosCRM project management.
The quote is approved — what next? Won work usually moves to a separate Excel or another tool. TiosCRM keeps the project inside the CRM: which stage, who owns it, when it's due; without losing the link to the customer.
"Where did the work end up?"
The sale closes, the project moves elsewhere; when the customer calls, sales says one thing and the team another. Tasks scatter, the deadline slips. In Project Management the work moves inside the CRM: stages, tasks, owners; in the same place as the customer history.
What's on the screen?
Won work → project.
An approved quote becomes a project in one click; you don't re-enter the data.
Tasks and owners.
Every step becomes a task, every task an owner; who does what is clear.
Stage tracking.
Started, in progress, delivered; where the work stands, on one board.
Whole with the customer.
The project links to its customer; sales history and delivery on one card.
Where the project fits in the flow
Work won in the Pipeline becomes a project; tasks and delivery dates live in Activities, customer history on the Customer Card, and results gather in Reporting.
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no technical skills needed