Project management CRM that turns a won deal into a plan

Project management CRM means a project lives on the same client record as the deal, so sales, support and delivery all see the same status, instead of delivery working on a separate platform.

A milestone represents a phase of a project, with its own start date, end date and budget. Hours, costs and invoices can be linked to the milestone they belong to, so a large project stays broken into manageable pieces.

Budget consumed and invoiced amounts update automatically as hours, costs and invoices are added to a project or milestone, so you can see where things stand without exporting anything.

Yes. The occupancy planner shows planned and available hours per employee, filtered by team or skill, so you can see who’s free and who’s already stretched.

Yes. Once an opportunity is marked won, you can create a project directly from it, and the relevant details carry across automatically.

Yes. Project tabs such as costs or capacity can be hidden by role, so each person only sees the parts of a project relevant to them.

Many CRM with project management tools rely on a separate add-on or a connected integration, so delivery still ends up living apart from the rest of the CRM. In Tribe, a project sits on the same client record as the deal, so sales, support and delivery are all looking at the same thing.