Project Management | Better Sales Pro

Project management

Plan. Track. Deliver. All in one place.

Manage every project from start to finish. Track timelines, tasks, budgets, invoices, and more—while your clients see it all in real time.

  • Track timelines, milestones & tasks
  • Link estimates, invoices & expenses
  • Stay on budget and on schedule
  • Keep your team and clients in the loop
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Project management dashboard, timeline, and mobile in Better Sales Pro
Complete project control

Everything you need to manage projects successfully

Project planning

Create projects, set deadlines, and define milestones.

Task management

Assign tasks, set priorities, and track progress.

Time tracking

Track time by task or team to stay productive.

Financial management

Link estimates, expenses, invoices, and payments.

Documents & files

Store, organize, and share project files securely.

Team collaboration

Communicate, comment, and collaborate in real time.

Manage everything

One platform. Total visibility.

Get a real-time overview of your projects, finances, and team performance.

  • Live dashboard with key insights
  • Track budgets vs. actuals
  • Monitor tasks and deadlines
  • Generate reports in seconds
View all features
Projects overview
12
7
1
4
Projects by status
In progress
On track
At risk
Complete
Budget overview
Downtown office Under budget
Retail refresh On track
HVAC install Over by 3%
Recent projects
ProjectStatusDue
Downtown renovationActiveJun 14
AC replacementWatchMay 30
Framing phaseOn timeMay 22
Built for better results

Deliver on time, on budget, and with less busywork

Stay on time

Track timelines and milestones to meet every deadline.

Stay on budget

Control costs and monitor budgets in real time.

Work smarter

Automate workflows and reduce manual work.

Happy clients

Keep clients informed with full project transparency.

Client portal

Keep clients informed every step of the way

Give your clients their own portal to view project updates, documents, invoices, payments, and more.

  • Real-time project updates
  • View & approve documents
  • See invoices and payment history
  • Communicate with your team
See client portal
Client portal — Downtown office renovation

Progress 66% · 34/52 tasks

Latest: Drywall walkthrough photos uploaded. Awaiting your approval.

Budget to date: $28,200 of $42,500

Client portal
66% complete
1 new message
Ben

Ready to manage projects like a pro?

Plan, track, and deliver projects on time and on budget—all in one powerful platform.

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