CRM with Project Management
When CRM and project management are connected, you close the loop from sale to delivery to billing. PrimeBase ties customers to projects and projects to invoices—so you see the full journey and can track profitability per client and per project.
Manage customers and projectsSales to delivery to billing loop
The customer is the anchor. You create a project for them, assign tasks, log time and costs, and then invoice from the project. Everything stays linked: the same customer record shows projects, invoices, and payments. That’s how you run a service business without spreadsheets.
Customer to project to invoice
Open a customer and see their projects; open a project and see tasks, time, costs, and invoices. When you bill, you bill from the project so the link is never lost. One system from first contact to paid invoice.