In many companies, the real work only begins once a deal has been marked as won. The customer needs to be onboarded, the service delivered, the project completed, and the final results verified. At this stage, information often needs to move from sales to project teams, customer support, and management. When several separate systems are involved, communication slows down and it becomes harder to maintain a clear overview.
Pipedrive developed its Projects feature to address this exact challenge. It allows companies to manage post-sales activities in the same system where the deal was originally created. When a deal is marked as won, an automation can create a project and transfer relevant customer information, notes, emails, and attachments. This reduces manual work and helps ensure that the project team has access to the information it needs from the start.
When Was Pipedrive Projects Launched and Why?
Pipedrive introduced the Projects add-on in 2021 in response to customer requests for a way to manage delivery and onboarding processes directly within their CRM. Many Pipedrive users work in professional services, software companies, and other industries where closing a deal is only the beginning of the customer journey.
Over the years, Pipedrive has evolved from a sales-focused tool into a platform that supports the entire customer lifecycle. Projects plays an important role in this development, allowing businesses to manage sales, monitor project progress, and track customer relationships within one system, without necessarily needing separate project management software.
During spring 2026, Projects underwent significant improvements, introducing several features requested by users to make project management more flexible and practical.
What Does Pipedrive Projects Offer Today?
Pipedrive Projects has evolved considerably since its original release. Projects can be organized into phases, with tasks, subtasks, and milestones created within each phase. This provides a clear structure for every delivery, making it easy to see what has been completed, what needs to happen next, and who is responsible for each task.
Project templates make it possible to automate recurring processes, such as customer onboarding, software implementation, or delivery projects. When a new project is created, predefined tasks, responsible team members, and deadlines can be generated automatically. This speeds up project initiation and helps standardize ways of working across the organization.
Recent updates have introduced several major improvements. Projects is now also available in the Pipedrive mobile app, making it easier for employees working in the field or directly with customers to manage their responsibilities on the go.
In addition, project data can now be used in Pipedrive’s Insights reporting, giving management better visibility into project progress and delivery status through reports.
A feature currently in beta also allows projects to be shared with external stakeholders, such as customers or subcontractors.
Key Benefits for Post-Sales Operations
Pipedrive Projects create a smooth connection between sales and delivery. Information collected during the sales process can be transferred directly to the project team, reducing the need to search for details and helping teams get started faster.
Sales managers and project managers gain better visibility into the entire customer journey. Within the same system, they can monitor both open sales opportunities and ongoing delivery projects.
Managing projects in the same environment as sales can also reduce the need for separate software tools. This simplifies operations, can lower costs, and makes everyday work easier for employees.
Who Is Pipedrive Projects Best Suited For?
The Projects feature is particularly well suited to businesses where almost every won deal leads to a delivery or onboarding project. In these organizations, it makes sense to manage sales and delivery as one connected process.
It is an excellent option for software companies, consulting firms, professional service providers, and organizations that manage similar types of projects repeatedly. When project structures can be standardized, templates and automations can deliver significant efficiency gains.
Projects is also a good fit for companies that want to provide management with a clear overview of customer relationships, sales, and deliveries in one place.
However, if a business requires extensive resource planning or highly complex project management capabilities, a dedicated project management platform may still be the better choice.
Summary
Pipedrive Projects was introduced in 2021 to help businesses manage post-sales activities within the same platform as their sales operations.
By 2026, it has developed into a versatile project management solution with features including:
- Multiple project boards for different processes
- Customizable project cards
- Project templates and automations
- Tasks, subtasks, and milestones
- The ability to link multiple deals to a single project
- Project filtering and bulk editing
- Mobile access
- Insights reporting
Projects is particularly suitable for businesses where:
- Won deals typically lead to delivery projects
- Projects follow similar structures and processes
- Sales and delivery teams work closely together
- Reducing the number of separate software systems is a priority
By bringing sales, project management, and reporting together in one platform, companies can improve information sharing, deliver a better customer experience, and gain greater control over their operations.
If your organization is considering whether Pipedrive Projects could be the right project management solution, Sales Husky is happy to help. We can assess your requirements and support implementation, including setting up project templates, automations, and reporting to ensure that post-sales operations fit seamlessly into your existing Pipedrive environment.
For larger and more complex projects, we continue to recommend Asana project management. Sales Husky is also an official Asana Solution Partner, and we provide Asana implementations, integrations, and workflow design services.
This allows us to help you choose and implement the solution that best fits your business needs.
