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Project management CRM

Project Management CRM
Client Project Tracking, Simplified

ClientFlo is the open-source project management that keeps client projects on track. Set budgets, assign tasks, manage deadlines, and let clients see progress in their own portal — all in one platform without per-seat pricing.

Unlimited

Projects

Integrated

Time & budget tracking

Zero

Per-seat cost

Everything for Client Project Tracking

From task assignment to budget alerts — manage every phase of client work in one CRM.

Project Progress Tracking

Visual progress bars, milestone tracking, and status indicators for every project at a glance.

Budget Management

Set project budgets, track spend in real time, and get alerts when you approach limits.

Task Assignment

Create tasks, assign team members, set due dates, and track completion — all inside the platform.

Deadline Management

Set start and end dates, view project timelines, and never miss a deliverable deadline.

Time Tracking Integration

Log billable hours directly against projects. Seamlessly connected to the time tracker module.

Client Visibility

Clients see project progress in their portal. Share updates without back-and-forth emails.

Project Management CRM — ClientFlo vs Alternatives

Standalone project tools don't connect to your platform. ClientFlo combines both in one platform — with no extra cost.

FeatureClientFloOthers
Project budgetsBuilt-in trackingAdd-on or missing
Task assignmentIncludedPremium tier
Client portal visibilityAutomaticSeparate product
Time tracking per projectIntegratedThird-party only
Self-host optionYes — VercelSaaS only
Per-seat pricingNone — free$$$ per user/mo

Try Client Project Tracking — Free

Explore ClientFlo's project management with pre-loaded demo data. See budgets, tasks, and timelines in action — no signup required.

No account. No credit card. Just click and explore.