Manage client projects, track deliverables, and automate client communication from within your CRM. One platform for sales pipeline, project delivery, invoicing, and client follow-ups.
These problems are costing you leads and revenue every day. LeadNXT solves every one of them.
Traditional CRM tracks leads to deal closure. After that, project delivery happens in a separate tool with no connection to client history.
Client deliverables, deadlines, and milestones managed in Excel or Trello. No link to CRM, invoicing, or client communication.
Sales team promises one thing, delivery team has no context. Client information lost in handoff between departments.
Cannot see complete client journey from first enquiry to ongoing projects, invoices, and communication in one place.
Everything you need to capture, convert, and grow - all in one platform.
Manage sales pipeline AND project delivery in one platform. When a deal closes, project auto-creates with all client context carried over.
Explore CRM →Create tasks, set deadlines, assign team members, and track milestones. Kanban boards, Gantt views, and checklist templates for consistent delivery.
Explore Automation →All client emails, WhatsApp messages, calls, and notes in one timeline. Team collaborates with internal comments without switching tools.
Explore WhatsApp →Dedicated support IVR for existing clients. Route calls to assigned project manager. Track support requests alongside project progress.
Explore IVR →Auto-create projects on deal close. Auto-assign tasks by project template. Deadline reminders, escalation alerts, and status update notifications.
Explore Automation →Project profitability, team utilization, deadline adherence, and client satisfaction metrics. Revenue tracking from lead to project completion.
Explore Analytics →From first enquiry to conversion - in 4 simple steps.
Lead Converts to Client in CRM
Project Auto-Created with Tasks
Team Delivers with Full Client Context
Client Updated via WhatsApp/Email
LeadNXT CRM Project Management powers businesses across every major industry.
Discover more LeadNXT business solutions to grow your business.
Quick answers about LeadNXT CRM Project Management.
Yes. LeadNXT provides unified sales pipeline + project management. When a deal closes, a project is auto-created with all client context from the sales process.
Yes. Create tasks, assign to team members, set deadlines, and track progress with Kanban boards. Automated reminders for upcoming and overdue tasks.
Yes. Client portal option where clients can view project progress, milestones, and communicate with your team without logging into the full CRM.
Project time tracking and milestone completion can trigger invoice generation. Track revenue from lead to project delivery in one place.
Yes! 14-day free trial with full CRM + project management features.
Start your 14-day free trial today. No credit card required.