Opportunity in. Project delivered on time. Nobody loses the thread.
Today, a won deal turns into a spreadsheet, a fresh project plan, and a resourcing guess — rebuilt by hand, per job, in a tool nobody else can see. SmartProj keeps the whole lifecycle — quote, project, tasks, resourcing — inside Salesforce, on the record you already have.
Win the deal. Launch the project. Same record, start to finish.
Right now, the moment a deal closes is exactly when things start falling apart. The commercial detail lives in one place; the delivery plan gets rebuilt from scratch somewhere else, usually in a spreadsheet nobody else opens. SmartProj sits on top of your CRM data instead of replacing it.
One record, start to finish
The won opportunity becomes the project — nothing gets rebuilt.
Every hour visible
Resource load is tracked and visible on a rolling heat map.
Built natively on Salesforce
No middleware, no separate delivery tool to keep in sync.
Six stages. One record, one owner, the whole way through.
From first quote to last billable hour, every deal moves through the same pipeline — so nothing gets rebuilt from scratch between sales and delivery.
Capture opportunity
A won opportunity enters the delivery pipeline.
Quote & cost
Products, quantities, and margins carry over from the deal.
Convert to project
One click turns the opportunity into a scoped project.
Plan & assign
Tasks and sub-tasks are built out and assigned to resources.
Balance load
A 12-month heat map shows resource load per person.
Report
Native Salesforce dashboards track delivery against plan.
One flow, tuned to every stage of delivery.
Each module below runs on the same underlying project record.
Opportunities
The starting point for every project — no re-entry needed.
Products & quotes
Commercial detail carries straight into the delivery plan.
Projects
One record spanning quote through final billable hour.
Resources
Assignment and availability tracked per person, per project.
Gantt chart
Visual timeline for tasks, sub-tasks, and dependencies.
Heat map
Twelve months of resource load, exportable for planning.
Tasks & sub-tasks
Prioritized (P1/P2/P3) work items tied to the project.
Reports & dashboards
Native Salesforce reporting across the whole delivery lifecycle.
Where this fits
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Lorem Ipsum Deployment
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Consectetur Rollout
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Adipiscing Use Case
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Sample questions and answers
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Bring us the problem you cannot hand off.
We start every engagement with an architectural deep dive, not a generic pilot. Tell us where your enterprise systems stand, and we will map clear, high-ROI AI deployment paths.