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RESILIENT PRO FEATURES

Projects & tasks

Follow every project from the first task to the last detail.

FROM THE FIRST CALL TO THE FOLLOW-THROUGH

A closer look.

  • Create projects directly or convert a lead into a project.
  • Build project templates from an existing project or a configured setup.
  • Track projects from start to finish, including on-hold, completed, closed, and cancelled states.
  • Set due dates on deliverables and milestones.
  • Notify project contacts of due dates and highlight overdue tasks and milestones.
  • Collaborate on project documents and uploads.
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MAKE ROOM FOR THE WORK THAT MATTERS

Your next chapter.
A more connected business.

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