Customer work, connected.

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Projects & Work

Carry the customer promise into delivery.

Winning work is only the beginning of the customer relationship. Pixie CRM project management helps turn the agreed scope into work people can plan and deliver. The project stays connected to the customer, so delivery staff can see the commitments behind a deadline instead of relying on a separate handover.

Plan around outcomes and responsibilities

Start with the deliverables, milestones and people accountable for them. Break the work into tasks that have a clear owner and a meaningful completion condition. Keep the scope, relevant files and decisions with the project so a new team member can understand the work. A Gantt or milestone view can help explain timing, but it is the quality of the task and dependency information that makes the plan useful.

Make changes visible before they become surprises

Customers may change priorities, a dependency may arrive late, or a task may take longer than expected. Record the effect on scope, timing and cost, and agree how the change will be approved. Distinguish internal discussion from updates intended for the client portal. Review overdue work alongside unresolved questions, because a project can appear busy while an essential decision is still waiting. Time and billing connections should follow the agreed commercial arrangement.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Can clients follow a project through the portal?

Customer portal access can form part of the configured project workflow. Choose which milestones, documents and discussions are appropriate to share and test the customer's view before inviting them.

Does project status automatically decide what can be invoiced?

Billing depends on your agreement and configuration. A completed task, approved timesheet or reached milestone may support invoicing, but the finance handover should confirm the relevant evidence and terms.

Your workflow is a good place to start

Tell us what a better working day looks like.

Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

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