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Project management for agencies and service teams

Deliver client projects with a clearer view of the work

Move from lead to customer, plan tasks and milestones, track team time and keep client communication connected to the work your agency delivers.

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Projects and CRM are included in the Business plan · Free for 7 days, no credit card needed
app.godo.ph / projects

Website redesign · Project

Project board
On track
DiscoveryComplete
Design systemIn progress
Website buildNext up
Hours logged42.5h
Project statusOn track
Tasks18
Billable42.5h
Milestones4
Client portalProject shared
Team activityMilestones set
Lead to customerKeep client details and opportunities organized
Tasks and milestonesKanban, dependencies and checklists
Time trackingTimers, manual entries and approvals
Client portalShare projects, files, contracts and tickets
Why teams switch

From busywork to business as usual

What changes the week you move projects and crm into Godo.

BeforeTasks in chat, files in drives, hours in someone's head
With GodoOne board per project with tasks, files and hours logged against it.
BeforeClients asking "how's my project?"
With GodoClients see progress, invoices and tickets in their own portal.
BeforeProjects that quietly lose money
With GodoHours, budget and invoices side by side, so you see it before it happens.
See it in action

Projects and CRM, screen by screen

Real screens from the product, with sample data.

Deliver

A board your whole team actually uses

Plan work in milestones, move tasks across the board, and see who is on what. Overdue tasks show up first on each person's Home.

  • Tasks, subtasks, checklists and dependencies
  • Milestones with due dates
  • Assigned-to-you notifications
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Track time

Every hour, counted and billable

Log time on tasks, compare it with the project budget, and bill the project with an invoice that lands in your books.

  • Timesheets per person and project
  • Budget used, at a glance
  • Project invoices and expenses in accounting
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Client portal

Clients follow along without calling you

Give each client a login to see their projects, sign contracts, pay invoices and open support tickets, and keep feedback in one thread.

  • Projects, invoices, contracts and tickets
  • Pay now on every invoice
  • Each contact sees only what you allow
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Win work

Leads and proposals in one pipeline

Capture leads, send proposals, and convert the winners into customers in one click.

  • Lead sources and statuses
  • Proposals that become invoices
  • Leads assigned to your sales team
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Features

More of what Projects and CRM does for you

Every feature below is in the product today.

Leads and client records

Track leads by source and status, convert leads into customers and manage client contacts.

Project planning

Organize projects, team members, dates, budgets, milestones, subtasks, checklists and dependencies.

Time tracking

Use timers or manual time entries, mark time as billable and route entries for manager approval.

Project costs and billing records

Track project expenses and use the available project invoice workflow connected to accounting.

Contracts and support tickets

Send contracts for online acceptance and manage assigned client support tickets.

Client portal

Give client contacts browser access to the project information, files, contracts, invoices and tickets you choose to share.

Everything included

The full list

CRM and clients

  • Leads with source and status
  • Convert leads into customers
  • Customer groups and contacts
  • Optional client portal logins

Project delivery

  • Projects with teams, dates and budgets
  • List and Kanban views
  • Subtasks, checklists and reminders
  • Task dependencies and milestones
  • Notes, comments and files

Time and client service

  • Timer and manual time entries
  • Billable flag and manager approval
  • Project expenses and available project invoicing
  • Contracts by secure link
  • Support tickets with assignment and replies
  • Client portal for shared project information
Agency workflowCRMKanbanMilestonesTimesheetsClient portal
How it works

Up and running in a day

1

Capture the client

Record the lead and client details, then convert a qualified lead into a customer.

2

Plan and deliver

Create the project, assign tasks and milestones, and record time as the team works.

3

Keep clients informed

Share selected project information and handle contracts or support through the client portal.

Who it's for

Made for Philippine service businesses

Digital and creative agencies

Retainers, projects and client approvals.

Web and software teams

Tasks, tickets and time for every client.

Consultancies

Engagements, budgets and billable hours.

Marketing teams

Campaigns as projects, with the client in the loop.

FAQ

Projects and CRM questions, answered

Is this suitable for digital and advertising agencies?

The CRM, project, task, time-entry and client portal workflows can support agencies and other service businesses.

Can teams track billable time?

Yes. Time entries can be marked billable and submitted for manager approval.

Can clients see project progress?

Client portal access can be configured to share selected projects, files, contracts, invoices and tickets.

Are project invoices connected to accounting?

The product source includes a project invoice workflow connected to the accounting invoice records. Confirm the exact billing workflow in your live plan before relying on it.

Is Projects and CRM included in every plan?

The supplied product configuration identifies Projects and CRM as included in the Business plan. Check current plan entitlements.

Projects and CRM are included in the Business plan. Also explore:
AccountingPayrollHRGodo platform

Try Projects and CRM with your own numbers

Free for 7 days. No credit card needed.

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