Question 1

Can I create a project from a won deal?

Accepted Answer

Yes. When you mark a deal Won in PrimeBase, a project opens linked to the customer and deal record. The customer context and any attached documents carry over — no re-entry.

Question 2

Can my clients see the project?

Accepted Answer

Yes. Invite them to the portal and they see milestones and project progress. Not your internal tasks, not your team notes — just enough for them to know where things stand without emailing you.

Question 3

How do project tasks relate to the Tasks module?

Accepted Answer

Same task system. Tasks created inside a project are linked to it. Tasks created outside a project (standalone) still work the same way — assigned, prioritised, and tracked. You can view all tasks across projects in one list.

Question 4

Does PrimeBase replace Asana or Trello?

Accepted Answer

For most service teams, yes. PrimeBase has tasks, milestones, due dates, assignees, and deliverable tracking. What it adds is context: every project links to the customer, the contract, and the invoice. If your team currently splits work across Asana and billing across QuickBooks, PrimeBase replaces both.

Question 5

Can I track budget against actual spend?

Accepted Answer

Yes. Set a total budget on the project and break it down by category. As invoices are issued against the project, spend is tracked automatically. You always know what's been billed vs. what was planned.

Question 6

Is there a mobile app?

Accepted Answer

Yes. The full project view — tasks, milestones, status, activity — is on iOS and Android. Your team can update task progress from the field. You can check project status between client calls without opening a laptop.

Question 7

What is client project management software?

Accepted Answer

Client project management software tracks the work you deliver to specific customers — from signed contract through milestone delivery to final invoice. Unlike generic project tools (Asana, Monday), it ties projects directly to customer records, contracts, and invoicing. PrimeBase's project module is connected to the CRM and accounting, so milestones can trigger invoices automatically.

Question 8

Can my clients see project status without seeing my whole workspace?

Accepted Answer

Yes. Every project can be shared via the client portal — clients see milestones, project status, and uploaded documents. They never see internal tasks, team comments, or notes you marked private. You decide what's visible, per project, per client.

Question 9

Does PrimeBase replace Asana for client projects?

Accepted Answer

For most teams running client work, yes. PrimeBase covers project records, milestones, tasks, team assignments, and budget tracking. Where Asana wins is if you have complex internal workflows (cross-team dependencies, advanced reporting, sprints) — Asana is more mature there. For agencies and consulting firms tracking client deliverables, PrimeBase is purpose-built and connects to the rest of the business.

From signed contract to delivered work.

Your project is in three different tools, none of which talk to the invoice.

Plan the work. Run the project. Bill on delivery.

Every project in one record.

Tasks with priority, assignees, and due dates.

Milestones and deliverables. Never lose track of what you promised.

Contracts and docs, attached.

The right people on every project.

Every update on the record.

Active, On Hold, Completed, Archived.

Budget and resource tracking.

Clients see progress — without seeing your whole workspace.

The project isn’t a silo. It’s the centre of the work.

What people ask before they switch.

Stop compiling updates. Start delivering.