CRM and Project Management in One Platform
Stop losing context between sales and delivery. Corcava connects your CRM pipeline to project boards on the same client record — so you create active projects from won-deal context without re-typing scope into a separate PM tool.
The Disconnect Between Sales and Delivery
Most teams close deals in one tool and deliver work in another. The gap between them is where clients fall through the cracks.
Client Info Gets Lost in Handoff
Sales closes the deal, then delivery scrambles to find requirements, contact details, and context scattered across emails and spreadsheets.
No Project Visibility from the CRM
Account managers can't see delivery status without logging into a separate PM tool. Clients ask for updates and no one has a quick answer.
Double Data Entry Across Tools
Client names, project details, and deadlines get typed into both your CRM and your PM tool. Errors creep in, and no one trusts either system.
Can't See Profitability per Client
Revenue lives in the CRM, costs live in the PM tool, and time lives in a tracker. Knowing whether a client is profitable requires a spreadsheet.
Worked example: deal won → board live → client sees progress
Pixel & Code, an 8-person agency, wins a Q2 product launch for Meridian Health. The account manager closes the deal in CRM, then spins up delivery on the same client record.
- 1.Deal in pipeline: “Meridian product launch” moves to Won at $42k fixed fee plus hourly support bucket.
- 2.Client + project: Account manager creates client Meridian Health and project “Q2 launch” from the contact — same company name, no Asana re-entry.
- 3.Delivery board: PM breaks work into deliverables (design system, landing pages, QA) on the project kanban; designers and devs assigned per task.
- 4.Client visibility: Meridian gets portal access — they see board progress, time reports, and chat without a weekly status email thread.
- 5.Billing (separate step): When milestones hit, finance invoices from tracked time and fixed fees. See CRM with invoicing for the billing path.
Full agency workflow: agency management software.
Sales to delivery: connected steps
Deals and project boards are separate views on the same underlying client data — you connect them when the deal closes.
Contact Comes In
Capture leads via forms, CRM inbox, or outreach. Every contact lives in CRM from day one.
Convert to Deal
Move qualified contacts into your sales pipeline. Track stages, values, and expected close dates.
Win Deal → Create Project
Create the client and project from the won deal context. Scope and contacts carry over on one record — no export to a separate PM tool.
Assign Tasks
Break the project into tasks on kanban boards, assign team members, set deadlines.
Track Progress
Boards, time per task, and optional screenshots. Sales can see delivery status without a second login.
Hand Off to Billing
Tracked hours feed invoices when finance runs billing. That path lives on the CRM with invoicing page.
Why CRM + Project Management Together Matters
No Data Silos
Client info, project history, and billing records live in one place. No syncing, no imports, no “let me check the other tool.”
Client Lifetime Value
See total revenue per client across all projects and deals. Identify your most profitable relationships at a glance.
Faster Handoff
Create client and project from the won deal in minutes — not a multi-day setup pass in a separate PM app.
Client Portal
Clients see board progress, time reports, and invoices in the client portal — fewer status-update emails for your PM.
Frequently Asked Questions
What's the best CRM with project management?
Corcava combines CRM and project management natively — contacts, deals, projects, tasks, time tracking, and invoicing all live in one platform. Unlike tools that bolt on PM as an afterthought, Corcava was built to connect sales and delivery on one client record. Plans start at $9/user/month.
Does a won deal automatically become a project?
You create the client and project when the deal closes — it is not a one-click auto-convert today. The win is that you do it once on the same contact record, with scope and client details already there, instead of re-typing into Asana or Monday.
Is Monday.com a CRM?
Monday.com offers a separate CRM product alongside their project management tool, but the two aren't deeply integrated the way Corcava combines both. In Corcava, deals and delivery boards share client and project data.
Where does invoicing fit?
This page is the sales-to-delivery handoff. Billing — generating invoices from tracked time and getting paid — is covered on CRM with invoicing.
Connect Your Sales and Delivery
CRM, project management, time tracking, and invoicing — one platform, one login, $9/user/month.
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