The brief gets re-created
Delivery teams spend time asking for information that already existed during the sales conversation.
Projects & tasks
CRM with Project Management for a Cleaner Sales-to-Delivery Handoff
Keep the promise made during sales connected to the work that delivers it. ReltiGrow links customer context with projects and tasks so teams can move from “Won” to execution without rebuilding the brief.
- Before the sale
- Leads and opportunities
- After the sale
- Projects and tasks
- Shared context
- Customer history stays visible
- Clear ownership
- Sales and delivery responsibilities
The handoff problem
Winning the deal is only half the customer journey
Service businesses often lose context when sales closes the opportunity and delivery starts work in a separate tool or spreadsheet.
Commitments are hard to trace
Keep customer and commercial context available when planning the work.
Managers see sales or delivery, not both
Use a connected system to understand the relationship from pipeline to work in progress.
Connected workflow
From opportunity to organised delivery
- 1
Lead
Capture need and customer context.
- 2
Deal
Track commercial progress and scope.
- 3
Won
Confirm the customer handoff.
- 4
Project
Create work with owners and tasks.
- 5
Customer
Continue with invoices and support history.
Projects inside customer context
Give delivery teams the information they need to start well
ReltiGrow includes projects and tasks as part of the connected customer workflow.
- Create projects after a sale
- Assign task ownership
- Track due dates and progress
- Keep work linked to the customer
- Maintain invoice context
- Continue into support history
Who benefits most
Useful when selling and delivering are part of the same relationship
Project CRM FAQ
Questions about combining CRM and project work
Is ReltiGrow a full enterprise project management platform?
ReltiGrow includes practical projects and tasks inside the customer workflow. Highly specialised project portfolio, engineering or resource-planning requirements should be evaluated separately.
Can we start a project after a deal closes?
Yes. The product is designed so sales can continue into customer delivery through projects and tasks.
Why combine CRM and project context?
It reduces re-entry and gives delivery teams easier access to the customer history and commitments that shaped the work.
See CRM with project management in a real ReltiGrow workflow
Start with the permanent Free plan or book a focused walkthrough around your team, customer journey and current tools.