Tasks and milestones
See what needs doing, who owns it and when it is due.
ZOHO PROJECTS
Zoho Projects: from agreement to delivery
Give your team a shared place for tasks, time and project communication. Zoho Projects helps track delivery, with a structure tailored by Nordic CRM.
Zoho Projects
Software from Zoho. Advice and implementation from Nordic CRM.
View the product at Zoho ↗WHAT YOU CAN USE IT FOR
Three practical uses
Time and capacity
Track recorded time and use it to plan and learn from delivery.
Project collaboration
Keep messages, files and decisions close to the relevant tasks.
AN EVERYDAY EXAMPLE
A won quote becomes a project
Agreed deliverables can form the basis of a project plan. The team continues with clear tasks and ownership while sales retains visibility.
CUSTOMER STORY FROM ZOHO
Energise - Consulting with connected customer and project work
Zoho features Energise in its customer stories about working across apps. The story is relevant to consultancies connecting customer information, delivery tasks and reporting.
External reference. Not presented as a Nordic CRM delivery.
Read the story at Zoho ↗RELATED CONNECTIONS
Explore related tools
Apps and integrations are selected for the use case. They are not automatically included in the same licence.
QUESTIONS AND ANSWERS
About Zoho Projects
Can you help if we already use Zoho Projects?
Yes. We review the existing setup and the tasks you want to improve before recommending changes.
What needs reviewing before we start?
Time recording, approval and invoicing are different steps. We agree how they should connect to your finance system.
Are configuration and licensing the same cost?
No. Licensing, configuration, integrations and any ongoing support are described as separate parts of the proposal.
TALK TO NORDIC CRM
Find the right way to use Zoho Projects
Tell us about your workflows. We explore how Zoho Projects can fit in and what you need to get started.