Most businesses use separate tools for CRM and project management creating silos between sales and delivery teams. Technofog's Unified CRM & Project Management Tool bridges this gap, providing a single platform where sales can manage leads and opportunities, and delivery teams can execute projects seamlessly. Built on Zoho's powerful ecosystem, our solution ensures that no detail falls through the cracks from initial contact to project completion.
The Problem with Separate Tools
Unified CRM + Project Management
CRM Capabilities
- Lead & contact management
- Opportunity pipeline tracking
- Sales forecasting
- Email integration & templates
- Activity tracking & follow-ups
- Quotes & proposal generation
- Sales reporting & analytics
Project Management Capabilities
- Project planning & milestones
- Task management & assignment
- Gantt charts & timelines
- Time tracking & timesheets
- Resource allocation
- Collaboration & file sharing
- Project profitability tracking
Seamless Sales-to-Delivery Workflow
Lead Captured
Sales team captures lead in CRM, tracks all interactions
Opportunity Won
Deal closes, quote approved, contract signed
Project Auto-Created
Project automatically created from opportunity with all details
Team Assigned
Resources allocated, tasks assigned, timeline set
Execution & Billing
Project executed, time tracked, invoices generated
Project Closed
Project completion triggers satisfaction survey and upsell opportunities
Key Features of Our Unified Solution
Automated Project Creation
When a deal is won, a project is automatically created with the opportunity details no manual data entry, no missed information.
- Auto-populate project name, customer, value, start date
- Copy custom fields from opportunity to project
- Trigger notifications to project team
- Preserve sales history and context
Real-Time Visibility
Sales and management can see project status without logging into a separate system.
- Project status visible on customer record
- Milestone completion alerts
- Budget vs actual tracking
- Revenue recognition visibility
Unified Billing & Invoicing
Connect project delivery to financials seamlessly.
- Time tracked on projects auto-creates invoices
- Milestone-based billing from project plan
- Expense tracking and reimbursement
- Integration with accounting tools
Comprehensive Reporting
One dashboard for all business metrics sales pipeline and project delivery.
- Sales pipeline vs project pipeline
- Project profitability by customer
- Resource utilization reports
- Forecast accuracy tracking
Perfect For...
Agencies
Creative, marketing, and digital agencies that sell projects and deliver services
Professional Services
Consulting, legal, accounting any service business that sells by project
Construction & Engineering
Project-based businesses with complex deliverables and milestones
Software & IT Services
Custom development, implementation, and managed services
Integration with Your Tech Stack
Pricing
Starter
- Basic CRM + Projects
- Lead & opportunity management
- Task management
- Email integration
- Basic reporting
- Email support
Professional
- Everything in Starter +
- Automated project creation from deals
- Time tracking & timesheets
- Gantt charts & milestones
- Advanced reporting
- Priority support
Enterprise
- Everything in Professional +
- Custom workflows & automation
- Resource management
- API access
- Dedicated account manager
- 24/7 phone support
Volume discounts available for teams of 20+. Implementation and training included with all plans.
Why Choose Technofog?
Process Integration Experts
We don't just set up software we design workflows that bridge sales and delivery, ensuring seamless handoffs and no lost information.
Custom Implementation
Every business has unique processes. We tailor the system to match your specific sales stages, project templates, and approval workflows.
Ongoing Support & Training
We provide comprehensive training for your sales and delivery teams, plus ongoing support to ensure your unified system continues to deliver value.
What Our Clients Say
"Before Technofog, our sales team used a separate CRM from our project management tool. The disconnect caused constant delays and confusion. Now, when a deal closes, the project is automatically created and assigned. We've cut our project kickoff time by 60%."
David Chen, COO, Digital Agency
"The unified reporting has been a game-changer. I can now see our sales pipeline alongside our project delivery status in one dashboard. It's transformed how we forecast revenue and manage resources."
Sarah Williams, CEO, Consulting Firm
Frequently Asked Questions
What platforms do you support?
Our unified solution is built on Zoho's ecosystem, combining Zoho CRM and Zoho Projects with custom automation. We can also integrate with other platforms if needed.
Can we try it before committing?
Yes, we offer a 14-day free trial with full access to all features and a guided setup session with our team.
How long does implementation take?
Most businesses are up and running within 2-4 weeks, including data migration, workflow setup, and team training.
Do you offer migration from existing tools?
Absolutely. We specialize in migrating data from Salesforce, HubSpot, Asana, Trello, and other CRM and project management tools.
Ready to Unify Your Sales and Delivery?
Get a free 30-minute consultation with a Technofog expert. We'll analyze your current process and show you how a unified CRM and project management tool can transform your business no obligation.
📅 Free Process Consultation
See how we can connect your sales and delivery teams in one platform.
