Project Tracking
Track Every Project. Miss Nothing. Deliver On Time — Every Time.
WHSuites is a powerful Project Tracking CRM Software which is built for businesses that require complete visibility into every project, every deadline and every team member, all from a single and connected platform. WHSuites keeps you in control from day one to delivery, whether you are juggling five active projects or fifty.
- Real Time Progress Visibility
- Milestone & Deadline Tracking
- CRM-Linked Project Insights
Teams Using WHSuites
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K+
Task Completion Rate
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Average Rating
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From Kickoff to Completion — In 5 Simple Steps
WHSuites Project Tracking System has a clear, structured workflow, so all team members know exactly what is required of them, when they are required to do it, and the connection to the larger picture.
Create a Project
Create a project in seconds. Set the project name, description, scope, category and attach directly to the relevant lead/deal in the CRM for project tracking. Add supporting files, notes & links for all stakeholders' full context from the start.
Break It Down Into Tasks
Complete tasks/subtasks into manageable segments; assign each task to a team member based on role/availability/skill set; task creation is 1 click with (WHSuites project tracking software) — no need for emails, spreadsheets, or guesswork.
Set Milestones & Deadlines
Define key project milestones/set due dates on tasks; using 4 level priority system (critical, high, medium, low), your team will put their energy on items that matter and automated reminders help ensure nothing falls through the cracks.
Monitor Real Time Progress
View real-time project status on all active work items pending, in-progress, on hold & completed. WHSuites project tracking dashboard provides project managers & employees with single view to ensure they remains on the same page.
Review, Report & Improve
When a project is completed, WHSuites tracks completion details, records notes & generates analytics. This enables project managers to quickly identify bottlenecks, track turnaround times and utilize data for improved performance.
Ready to Streamline Your Workflow?
Join 12,000+ teams already using WHSuites CRM.
Everything You Need to Track Projects Like a Pro
WHSuites does more than help you manage projects; it is an entire CRM system designed to help you manage all aspects of your project management needs. Linking all projects, tasks and milestones directly to your leads, contacts and deals allows you full insight into the structure of your business while you’re working.
WHSuites allows you to create as many projects as you want. Each project can be assigned to a specific customer, lead or phase within your pipeline. You can further manage your work by department, project team or phase of the project lifecycle. All project tracking is done within the same CRM application, so there’s no duplication of data. You can append notes to your projects, attach documents, label project types and store all project information in one location within WHSuites!
Directly assign tasks to individual contributors or whole departments inside the WHS platform. You can also add collaborators, make comments, and get notifications on updates instantly for every assignment. WHSuites has a powerful project tracking system that makes sure your sales reps, project managers, and support staff stay on the same page no matter where they are or what time zone they are in.
With WHSuites reporting and analytics built-in, you can go beyond simple status updates to get insights on how your entire project group is performing. You will be able to track how many tasks have been completed, what is due, how much work each person has to do, and identify any potential bottlenecks before they affect the delivery of your project. You will have all the data you need to manage proactively instead of reactively.
Smart Project Assignment — Right Work, Right Person, Right Now
A majority of projects are delayed due to one major issue: the wrong person was assigned to do the wrong task. WHSuites has an intelligent method for assigning tasks to team members by using assignment logic that takes into account each person’s role within the group, their current workload and their skill set. Therefore, tasks are finished without causing any friction to the project.
- Your team members will be automatically suggested to you based on their performance.
- You can assign tasks from any device: computer, tablet or mobile phone
- You can assign multiple tasks across multiple projects by bulk assigning
- You can reassign tasks instantly and every change will have a trail that can be viewed
- Each team member will receive automatic notification when a task is created for them
Milestone & Deadline Management — Stay On Schedule, Always
Whenever a deadline is missed, it automatically undermines client confidence and decreases revenue. With WHSuites' Project Tracking CRM, your team has access to everything needed to meet and complete every milestone at all times - all with the help of automated notifications and up-to-date project visibility.
- 4 Tier Priority Levels - Critical, High, Medium and Low
- Tracking milestones with both one-time and repeating deadlines
- Automated Reminder Escalations (daily, hourly or custom intervals)
- Colour coded Project Cards for easy communication of urgency and importance
- Synchronization with Google Calendar and Microsoft Outlook
- Gantt style timeline (for multi phase project planning)
Data That Proves the Difference
Real Results From Real Teams Using WHSuites Project Tracking Every Day
45%
Faster Project Delivery
Teams using WHSuites' project tracking CRM software report delivering projects 45% faster than with manual tools or disconnected systems.
3x
Greater Team Accountability
Every project has an owner, milestones, and a live status. No more chasing updates. Full visibility for managers & complete clarity for teams.
60%
Fewer Missed Deadlines
Automated milestone reminders in WHSuites' online project tracking system have helped businesses cut missed deadlines by up to 60%.
12,000+
Teams Trust WHSuites
From small businesses to mid size enterprises, WHSuites is the preferred CRM for project tracking across pharma, real estate, IT & more.
Track Projects Anywhere, On Any Device
Your projects will continue to move forward after you leave the office, as will WHSuites. Your team will always have full access to our project tracking tool whether they are sitting at their desk, meeting with clients, or working out in the field.
Desktop
Use the full project dashboard view that contains the Kanban board, Gantt-style timeline and in-depth analytics while reviewing projects; use multiple projects – all on a single screen.
Tablet
Use a simplified drag-and-drop interface to review the workloads of your team members, reassign tasks and approve milestones; this is great for managers to review progress during meetings or on visits to customers.
Mobile
Create new project tasks anywhere you can get a cell phone signal, change the status of your project’s tasks with one click, and receive immediate push notifications to keep your field staff and salespeople current with any changes made to their project tasks.
- iOS
- Android
- Web App
- Chrome Extension
FAQs About the WHSuites Project Tracking
Everything you need to know about WHSuites Project Tracking
Project tracking software provides businesses with the ability to monitor active projects in real-time regarding their progress, deadlines, resources and performance levels. WHSuites advances this concept by embedding project tracking directly into your current CRM system. All this means that each project is tied directly back to its respective client, lead or deal. This also means you now have a complete, 360-degree view of every client relationship and every active project available from one single platform.
Many tools require that you choose between either a customer relationship management tool (CRM) or a project management system. WHSuites is an actual Project Tracking CRM System because project creation, task assignment, milestone tracking and reporting all occur on the same platform as your leads and sales pipeline, so there are no third party integrations, no data silos and no need to switch between applications.
Yes, all projects can be tracked with WHSuits to an unlimited degree. Every project will have its own unique tasks, milestones, team assignments, and timelines. An online tracking dashboard will show all active projects in a single location so you can see which projects are on schedule and which require additional attention.
WHSuites will automatically generate reminder emails for overdue milestones and overdue tasks in the project's CRM. Escalation rules can also be applied to automatically notify your manager when a milestone is missed based on the interval you have selected (e.g., 24 hours prior, one hour prior, at due date).
Yes, WHSuites has a full-featured mobile application for both iOS and Android. You can create tasks, update project status, check milestones, and receive push notifications from your team on the go, which makes WHSuites the perfect solution for remote teams and field salespeople.
Certainly, WHSuites has been created specifically to manage and track projects across multiple departments and multiple teams by allowing users to group their tasks into projects, assign work to different departments with their own department-level milestones, and see all the company-wide projects' progress from one centralised page. WHSuites is the optimal tool for companies with multiple customers or running several campaigns simultaneously.
