Free project management software connected to your customers and billing
Most teams run projects in one tool and invoice from another. In Frostwood CRM, every project belongs to a customer, every task has an owner, a priority and a due date, and the time logged against tasks sits next to the project budget — so you can see whether the work is profitable while it is still in progress.
- Projects linked to customers
- Tasks with owners, priorities, statuses and due dates
- Time logs and project budgets
Free to use · Every feature included · No credit card required · See all features
Deliver on time and on budget
Every project tied to a customer
Projects sit on the customer record alongside estimates, invoices and payments, so account managers see delivery and billing in one place.
Clear ownership
Break work into tasks, assign each one with a priority and due date, and move it from to-do through in progress and review to done.
Time and budget side by side
Team members log hours against tasks, and each project carries a budget, so you can compare effort with what was sold before the project overruns.
Clients kept in the loop
Clients can see their projects in the client portal, which means fewer status-update emails for your team.
Project management and CRM in one platform
When projects live in the same system as your sales CRM, handover from sales to delivery is instant: the customer, the accepted estimate and the agreed scope are already there.
When the work is done, invoicing happens from the same customer record, so nothing is re-entered between delivery and billing.
Project management features
Planning
- Projects with status and budget
- Tasks with assignees and due dates
- Low, medium and high priorities
Tracking
- To-do, in progress, review and done statuses
- Time logs per task
- Logged hours against budget
Client visibility
- Projects in the client portal
- Estimates, invoices and contracts on the same customer record
Frequently asked questions
Can I track time on tasks?
Yes. Team members log hours against tasks, and the time is recorded on the project so you can compare it with the budget.
Can clients see their projects?
Yes. Clients can view their projects in your client portal alongside their invoices and documents.
Can I bill for project work?
Yes. Projects, estimates and invoices share the same customer record, so billing for project work never means re-entering customer details.
Use Frostwood CRM free
Every feature is free for your business, with no credit card required. Set up your workspace in minutes, or let us walk you through it on a live demo.