Deliver the work. Get paid for it.
Turn won deals into organised projects with task buckets, progress tracking, invoices and retainers, so delivery and billing live in the same place as the client.
Projects with a clear path to done
Organise each project into task buckets such as To do, In progress and Done. A progress bar shows how much is complete, and open tasks are listed with due dates and priorities so nothing stalls.
- Task buckets you can move work through
- Reusable task playbooks to start projects faster
- Progress calculated from completed tasks
- Lead, start date and due date on every project
Billing next to the work
Record one-time projects and monthly retainers. Add invoices, mark them paid, and see invoiced, paid and outstanding amounts at a glance on the project page.
- Invoice list with Due and Paid status
- Monthly retainers tracked as recurring revenue
- Outstanding balance highlighted
- Everything visible to the project lead
From won deal to delivery in one click
When a deal is won, convert it into a project. The client, value and billing type carry across, and you can start from a playbook of standard tasks. Everything stays linked back to the original deal.
- Convert a deal to a project
- Client, deal and files stay connected
- Full activity log on each project
- Add a project photo or logo
A few more reasons teams like it
Task detail
Tasks carry priorities, due dates, assignees, checklists, comments and attachments.
Billing types
Mark projects as one-time or monthly retainers and see the right totals on the dashboard.
History you can trust
Every change to a project and its tasks is recorded with who made it and when.
Common questions
Does PBRE CRM send invoices?
It tracks invoices, due dates and payment status so you always know who owes what. Sending invoices by email is on our roadmap.
Can I reuse a standard set of tasks?
Yes. Playbooks are saved task lists you can apply to a new project to start with the usual steps already in place.
Can clients see their project?
Not today. Projects are for your team. A client portal is something we are considering.
Related guides
Set up your pipelines and stages
Create pipelines that match how you sell, add deals, and move them from first contact to won.
Read the guide →Getting started: your first hour in PBRE CRM
A quick tour of the workspace and the five things to set up first: contacts, a pipeline, tasks, files and your team.
Read the guide →Track a listing from first call to closing
A worked example that ties contacts, properties, deals, tasks, projects and files together.
Read the guide →Ready to get your business organised?
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