Inkris
Projects

Operations don’t stop at the close

When a deal closes, the work begins. Inkris Projects keeps your team coordinated from sale to delivery — inside the same platform.

Use cases

From deal to delivery

Inkris Projects supports everything that happens after the sale.

Customer onboarding

Create a project when a deal closes. Assign tasks to your ops team. Track progress from handoff to completion.

Service delivery

Coordinate installation, service, or fulfillment work with the same team that closed the deal.

Operations coordination

Keep sales and operations aligned. Shared visibility into what's been promised and what's been delivered.

Projects in action

See how teams use projects to streamline operations, track deliverables, and keep everyone aligned from sale to completion.

Task management
Stay on schedule
Team visibility
Full transparency
Inkris projects dashboard

Features

Everything you need to execute

Task management

Create, assign, and prioritize tasks within any project. Every task has an owner and a due date.

Project templates

Build repeatable project structures for your most common workflows. Launch a new project in seconds.

Team assignment

Assign projects and tasks to specific team members or departments. Accountability built in.

Status tracking

See the status of every project at a glance. Know what's on track and what needs attention.

Connected to CRM

Projects are linked directly to contact records and deals. Full context from sale to delivery.

Activity timeline

Every update, comment, and task completion is logged. A complete history of how work got done.

Workflow

How it works end to end

01
Deal closes
The deal is marked won in the CRM.
02
Project created
A project is automatically created from a template.
03
Tasks assigned
Your ops team is notified and tasks are assigned.
04
Work tracked
Progress is visible to the whole team in real time.
05
Delivery confirmed
The project closes and the customer experience is complete.

Connect your sale to your delivery

Keep sales and operations on the same page — in the same platform.