Delivery that starts the day a deal is won.
Won projects arrive from CRM with their scope and contributors. Your teams run sprints, agree changes before work starts and log hours that project managers approve.
- Scope
- Driver app with offline trip logging, office map and route history
- Contract value
- Fixed price, captured at hire
- Milestones
- 3 milestone documents attached
- Contributors
- Ravi Kulkarni, Tom Ellery, with their share
Arrived from CRM in one step. Nothing retyped.
- Approved
- Knowledge transfer
- Assigned
- Onboarded
Interactive preview with fictional sample data.
The handover sales and delivery never have to retype.
When a deal is marked as hired, the project moves to Project Management in one step. Its onboarding status then flows back to the sales team.
Arrives from CRM
- The project scope and milestone documents
- The contract value captured when the deal was marked as hired
- The contributors who won it, with their share
- The client’s communication channel
Flows back to sales
- Onboarding status: approved, knowledge transfer, assigned, onboarded
- Visible on the client’s card in CRM, so sales knows where delivery stands
- No status meetings needed to find out whether a new client has started
See Project Management in the product.
Project dashboard
Tasks assigned to you, projects you lead and the people working on them.
Sprint boards
Tasks with keys, priorities, due dates and assignees, by status.
Screens from the Xifdesk product. Names, clients and figures are sample data.
Projects, people and hours in one place.
Project Management tracks delivery, the people on it and the hours they spend, connected to the rest of Xifdesk.
Dashboard
- Tasks assigned, in progress and done this sprint
- Overdue tasks, the projects you lead and the people on them
Projects and sprints
- Projects with sprints and tasks on boards
- Task keys, priorities, due dates and assignees
- Assigned projects and teams: who works on what, with team pages and members
- The organization hierarchy, visible to delivery teams
Change and time
- Change requests raised, estimated and approved before work starts
- Work hours logged against projects, with manual approvals by project managers
People operations for delivery
- Leave and work-from-home requests
- Interview schedules for team members who interview candidates
- Company policies in one place
From won deal to delivered sprint.
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Marked as hired
In CRM, the deal captures scope, contract value and contributors.
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Handed over
The project arrives in Project Management in one step.
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Onboarded
Status moves from approved through knowledge transfer and assignment to onboarded.
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Planned
Tasks are created with keys, priorities, due dates and assignees, and grouped into sprints.
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Changed with care
Scope changes are raised, estimated and approved before work starts.
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Hours approved
The team logs hours against the project; the project manager approves them.
Connected to the rest of the company
- CRM Won deals arrive with their scope and contributors, and onboarding status flows back to the card.
- HRM Leave, work-from-home requests, interviews and the organization hierarchy come from the same people records.
- Employee Navigator Team members see their own time, leave and requests in their personal portal.
See your delivery on Xifdesk.
A walkthrough shaped around your teams: how sales, client conversations, people, payroll and delivery would work together on Xifdesk.