Project Management for b2b services
Project Management is a native CRMconnect module that enables businesses to plan, track, and coordinate internal or client-facing projects, integrating tasks, teams, deadlines, and budgets directly with the company's commercial data. In b2b services, the sale is consultative and long, and a contract's profitability depends on how much time delivery consumes. The module runs on top of the ERP you already use, and the sales, delivery and project management teams work on the same data, in real time.
Project Management for b2b services
Start free, with a real flow from your b2b services company, and decide once you see the result.
Why project management matters in b2b services
In b2b services, the sale is consultative and long, and a contract's profitability depends on how much time delivery consumes. Plan, track, and coordinate projects natively within your CRM: tasks, teams, deadlines, and budgets all in one place. The result you are after is not "one more system", it is the sales cycle length and the margin per project.
- Contracts renewing tacitly without proactive alerts
- Projects delivered without visibility into effort or deadlines
- Manual, time-consuming monthly recurring invoicing
- Support escalations reaching management too late
What you actually get
The module capabilities, applied to the commercial flow of a b2b services company:
- Eliminate fragmented project tracking in spreadsheets outside your core client and order data.
- Monitor actual vs. planned budget for every project in real-time.
- Allocate resources and set deadlines directly from the associated client profile or sales order.
- Reduce delay risks through automated alerts on critical milestones and deadlines.
How it works
Each project is structured into specific tasks with assigned owners and deadlines, optionally linked to a CRM account, opportunity, or order; progress and budgets update automatically as tasks are completed and costs are logged.
On top of the ERP you already have
CRMconnect does not replace your ERP. It connects over API and syncs master data, prices, stock, balances and documents, so the accounting ledger stays where it is while the commercial teams work in an interface built for selling, not for bookkeeping.
What you get beyond an isolated module
The module is not a separate app connected through files. It runs on the same platform, with the same master data, the same access rights and the same audit trail as every other CRMconnect module.
Native module, not a connector
Every module, solution and feature in CRMconnect is native. No third-party licences and no integrator needed to move data between systems.
One master data set
Partners, products, prices and the org structure are shared across modules. A change made in one department is instantly visible in the others.
Coexists with your ERP
CRMconnect does not replace the ERP: it sits on top as an operations layer and syncs documents both ways. The accounting ledger stays where it is today.
Fiscal documents and e-invoicing
Invoicing, e-Factura and e-Transport are native, and bank reconciliation maps entries to the chart of accounts before the export to your ERP.
Roles, rights and audit
Every action has an author and a timestamp. Rights are granted per role and per department, and the audit log can be filtered and exported for internal controls.
Mobile and Arvis AI
The same data is available in the field on mobile, and Arvis AI answers questions and builds dashboards straight from a prompt.
How the module reaches production, step by step
You don't start with a six-month project. You start with a free account on your own data, then roll out department by department. Implementation is priced by team size, number of departments, imported data volume and workflow complexity.
- 1Free account and structure setup: users, roles, access rights.
- 2Data import: partners, products, prices and history, from Excel or straight from the ERP.
- 3Workflow configuration: stages, approvals, notifications and owners per step.
- 4Connection to your existing ERP so documents flow both ways.
- 5Role-based training and a pilot with a small team, in parallel with the current process.
- 6Go-live for the whole department, with reports and alerts active from day one.
Frequently asked questions
- Is Project Management a good fit for a b2b services company?
- Yes. The module is part of the standard CRMconnect catalogue and is configured for the specific flow in b2b services: fields, roles, approval rules and reports. It is not a separate product edition, it is the same platform configured for your context.
- Do we have to change our ERP to use the module?
- No. Integration runs over API with your existing ERP. Invoicing, e-Invoicing and reconciliation can run in CRMconnect, while the final records stay in sync with the ERP.
- Can projects be linked to existing clients or orders?
- Yes, every project can be natively associated with a client account, a sales opportunity, or a specific order within the CRMconnect ecosystem.
- Does it track project budgets or just deadlines?
- The module tracks both; each project features a planned budget that is automatically compared against recorded costs and billable hours.
Questions about the platform and implementation
- Do I have to drop my current ERP to use the module?
- No. CRMconnect runs as an operations layer on top of your ERP: it exchanges documents through integration while accounting stays in the ERP. It can also run standalone if you don't have an ERP yet.
- Are the modules native or integrated third-party apps?
- Every CRMconnect module and feature is native, built inside the same platform. No separate licences, no middlemen, no file-based syncing between vendors.
- How long until the module is live?
- The free account starts immediately, and a department is usually live within a few weeks, depending on imported data volume and workflow complexity.
- How is the implementation cost calculated?
- By team size, number of activated departments, imported data volume and the complexity of the workflows and integrations required. The monthly subscription is separate from the one-off implementation fee.
- Where is the data hosted and who can access it?
- Each customer runs on single-tenant pods in AWS or Azure with auto-scaling. Access is controlled per role and department, and every action stays in the audit log.
Keep reading
See project management on your own data
Start free, with a real flow from your b2b services company, and decide once you see the result.