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CRM and Project Management Software for Small Business

CRM and project management software by EngageBay. Plan & track all sales projects and tasks easily. Collaborate from one dashboard and save time in project management.

Project Management Software

Project management software for every team that manages projects.

Stay on top of things with simple project management software

Implementing a sales process is the vital element for the success of any growing company. Equally vital is the sales representatives follow the process diligently without fail. But how do you track and monitor this process?

The answer to this is to use a simple yet sophisticated project management tool. Based on your sales process, EngageBay creates tasks or makes it easy for your sales people to create tasks for various activities to advance the lead through various stages of the funnel.

An awesome project management software also brings your sales and marketing teams into sync and ensures that the teams are aligned towards the common goals of closures, revenue and growth. It also reduces data inconsistency, miscommunication between teams and enhances the productivity among the teams.

Free Project Management Tool

Drag-and-drop project management!

Designed for small business owners with huge ambitions, EngageBay offers simple but smart drag-and-drop project management. No tech knowledge? No problem! Use EngageBay CRM to create tasks, assign them, and track them all from one dashboard in just a few clicks.

drag and drop operations

Task filters for easy management

It’s easy to monitor a task or two, but as you increase your sales and marketing activities, project management can get overwhelming. Keep productivity on par with the best in the industry by focusing on tasks that need urgent attention. Use the feature-rich EngageBay CRM for simple and customizable filters and track all tasks by their priority level, progress, due date, task or deal value, and so on.

Focus on important tasks

View tasks assigned to you

Be on top of your tasks and never miss an opportunity with our simple project management software. Sort and filter tasks assigned to you in a click and focus on them. Our software helps you stay focused and productive by showing only relevant tasks to you.

View tasks

Add Notes

EngageBay enables all users to add notes to their tasks and keep colleagues up-to-date. Use the simple ‘add notes’ feature in the project management software to share ideas and comments on business tasks. Cut down the time it takes to write emails for every update, and manage your projects more efficiently.

Add Notes

Powerful, customizable project reports

Monitor all your project management tasks with powerful, customizable project reports. The EngageBay Sales & CRM dashboard churns out a wide range of task reports that are easy to grasp. Filter your reports by date, deal, company, user or task manager, priority or monetary value, and more. You can also define new custom reports and EngageBay will add them to the dashboard.

productivity report

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