All features
Operations
Projects & Milestones
Deliver on every promise you make.
Overview
Projects are automatically created when a deal closes. Assign milestones, track health, and keep the delivery team aligned — all tied back to the original sale.
Key capabilities
- Auto-created on deal close
- Milestone & task tracking
- Team assignment
- Project health status
- Linked to opportunities & contracts
- Progress timeline
- File attachments per milestone
- Client visibility controls
app.swiftlycrm.com/projects