SOLUTIONS / Services

Project and service management: Projects, support and schedules work together.

Connect projects, tasks, subtasks, work time, support requests, planning and appointments.

Shared task Kanban showing owners and statusesDemo workspace
Shared task Kanban showing owners and statuses — XtraCRM
Actual product interface, shown with isolated demo data. Available sections depend on your plan and access permissions.
MADE FOR YOUR DAILY WORK

Services

Turn a customer commitment into manageable work for your team. Follow projects, tasks, work time, support and appointments as connected parts of the same operation.

01

Break work into clear steps

Plan projects with tasks and subtasks. Review open work in list or Kanban view using owner, priority, project and date filters.

02

Record time against the work

Link time entries to their projects and tasks. Review working time through the approval process and explain completed work using its records.

03

Support and calendars stay connected

Track support statuses and ownership. Use planning and appointment records to manage workloads alongside time reserved for customers.

FROM FIRST STEP TO FOLLOW-UP

A workflow your team can follow.

  1. Plan the project, owner and tasks.
  2. Record work time and submit it for approval.
  3. Track support requests and appointment progress.
ONE SOLUTION, CONNECTED SECTIONS

Explore what’s inside.

See each section’s role before choosing your plan. The plan comparison shows what is included and what is not.

Before you get started.

Does every task need a project?

You can create standalone tasks. When work belongs to a project, parent and subtask relationships stay within that project; subtasks can be added from their parent task.

Is every section available in every plan?

Module coverage varies by plan. Compare the full module tree on the pricing page. Your company administrator also controls who can view, create, edit or delete records.

KEEP YOUR WORK CONNECTED

Works better together.

YOUR NEXT STEP

Find the right starting point for your team.

Compare plans ↗