Products

Project Management

Keep teams aligned and timelines on track with a collaborative project management module built into your CRM. From task planning to cross-functional coordination, everything stays connected to your clients, workflows, and performance metrics.

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Task and Milestone Tracking

Create and assign tasks with deadlines, dependencies, and progress tracking. Link each task to accounts, deals, or internal processes for full context.

Task and Milestone Tracking — Epsi Prime interface

Team Collaboration and Visibility

Enable cross-department updates, file sharing, and team notifications in one workspace. Everyone stays aligned without switching tools.

Team Collaboration and Visibility — Epsi Prime interface

Custom Views and Project Dashboards

Visualize status through Kanban boards, timelines, or Gantt charts. Adapt views by project type or business function to support both short-term sprints and long-term execution.

Custom Views and Project Dashboards — Epsi Prime interface

Client-Linked Workflows

Tie projects to CRM accounts or client segments. Keep service delivery, client onboarding, or product deployments on schedule with complete transparency.

Client-Linked Workflows — Epsi Prime interface

Any Questions? We have Answers!

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How does the module help track project progress?

You can create tasks and milestones with deadlines, dependencies, and progress tracking. Each task links directly to accounts, deals, or processes for complete visibility.

Can multiple teams collaborate in one place?

Don’t find your answer here? just send us a message for any query.