Projects

Operations don't stop at the close.

When a deal closes, the work begins. TopReach Projects keeps your team coordinated from sale to delivery, inside the same platform.

Features

Everything you need to execute

Tasks, templates, statuses, and timelines, all wired to your CRM.

Create, assign, and prioritize tasks within any project. Every task has an owner and a due date.

Build repeatable project structures for your most common workflows. Launch a new project in seconds.

Assign projects and tasks to specific team members or departments. Accountability built in.

See the status of every project at a glance. Know what's on track and what needs attention.

Projects are linked directly to contact records and deals. Full context from sale to delivery.

Every update, comment, and task completion is logged. A complete history of how work got done.

Create a project when a deal closes. Track from handoff to completion.

Coordinate installation, service, or fulfillment work alongside the team that closed the deal.

Sales and ops aligned on what's been promised and what's been delivered.

Works with the rest of TopReach

Projects flow from won deals, and feed reporting back to your team.

Projects auto-create when a deal is won. Linked to contact and deal records.

Assign tasks to teams or departments. Visibility into post-sale workload.

Project completion times and bottlenecks reported alongside sales metrics.

Keep sales and operations on the same page, in the same platform.