Projects

Fresh

by Pipedrive

Lightweight kanban-based project and task management linked to CRM deal recordsSmall teams that deliver services post-sale and need basic project tracking without adopting a separate PM tool like Asana or Monday — included in Premium and UltimateFree tier

Post-sale project management module providing kanban boards and task tracking inside Pipedrive to hand off closed deals into delivery or onboarding workflows.

Features

Visual Kanban Pipelineall plansCustom Fieldsall plansMultiple Pipelinesall plansDeal Rotting Indicatorsall plansTwo-Way Email Sync (Gmail, Outlook)paid onlyWorkflow Automation Builderpaid onlySales Sequences (email + task flows)paid onlyRevenue Forecasting & Forecast Viewpaid onlyReporting & Dashboardsall plansAI Sales Assistant (deal scoring, next-action)all plansAI Email Drafting & Summarizationpaid onlyPulse Lead Scoring & Data Enrichmententerprise onlyLead Routing / Auto Assignmentpaid onlyTeam Goals & Filterspaid onlyPermission Sets & Visibility Groupspaid onlySSO (SAML) & 2FAall plansAudit Logsenterprise onlySandbox Accountenterprise onlyMarketplace (500+ integrations)all plansREST APIall plansRevenue Management (MRR/ARR, installments, subscriptions)paid onlyMessaging Inbox (WhatsApp, Facebook)paid onlyChatGPT Integrationall plansMobile App (iOS & Android)all plansMeeting Scheduler / Calendar Syncpaid only

More from Pipedrive