CRM · Project management

Project management built around how your work actually gets delivered.

Site & Wire builds custom project management systems — projects, phases, tasks, schedules, files and status updates — connected to your CRM so a won deal becomes a running project automatically, and your clients can follow progress in a portal.

Project Management Systems

What's included

01

Project templates

Start every job with the right phases and tasks.

02

Schedules and milestones

See what's due this week across every project.

03

Files and photos

Stored against the project, shareable with the client.

04

Client-visible updates

Choose which updates and milestones appear in the client portal.

Project Management Systems

Why custom instead of a generic tool

01

Connected to sales

No re-typing when a deal is won.

02

Connected to billing

Invoice from milestones.

03

Your vocabulary

Your phases and statuses, not someone else's.

Questions

Common questions

Can clients see their project?
Yes, through a client portal — see client portals.
Does it work on phones?
Yes, and we can add a dedicated field app if your team works on site.

Related

Connected services

Most projects combine more than one of these.

Next step

Tell us what you need built.

Book a short call or start a project. We work with clients locally around Fayetteville, NC and anywhere in the US.