Nothing is lost at handoff
Scope, customer history and commitments stay visible after the deal is won.
Finance · Projects & CRM
Take every customer from first call to delivered work and collected cash.
Manage companies, contacts, leads, opportunities, proposals, projects, milestones, time, utilisation and invoices — without splitting sales and delivery into different tools.
Lead → Opportunity → Project → Milestone → Invoice → Cash
Why teams choose it
What changes when Projects & CRM runs on NITIVAR.
Manage companies, contacts, leads, opportunities, proposals, projects, milestones, time, utilisation and invoices — without splitting sales and delivery into different tools.
1customer record from pipeline to delivery
Livework, utilisation and billing
Ownedevery stage and next action
Know what can be billed
Approved milestones and time show up as billable work, not a month-end chase.
See growth and margins together
Pipeline, utilisation, invoicing and collections read as one story.
How it works
From the first entry to the final proof.
Lead → Opportunity → Project → Milestone → Invoice → Cash
- 01Qualify
Lead, company and contact
- 02Propose
Opportunity, scope and pricing
- 03Win
Approval and project handoff
- 04Deliver
Tasks, milestones and time
- 05Bill
Approved work and invoice
- 06Collect
Receivable and customer history
Features
Everything in NITIVAR Projects & CRM.
Each area keeps its own records, approvals and history — so the work is traceable, not just a task list.
01
Companies & contacts
The full context around every customer.
- Organisations and contact roles
- Activity and communication history
- Owners and tags
02
Leads & opportunities
Move deals through clear stages and next steps.
- Lead capture and qualification
- Opportunity stages and values
- Pipeline and forecast
03
Proposals & approvals
Agree scope and pricing before work starts.
- Scope and commercial terms
- Pricing and discount approval
- Won, lost and handoff
04
Project delivery
Turn won work into owned plans.
- Projects, tasks and milestones
- Owners, dates and dependencies
- Status and risk
05
Time & utilisation
Connect effort to projects and margins.
- Timesheets and approvals
- Billable and non-billable time
- Capacity and utilisation reports
06
Billing handoff
Invoice approved work without rebuilding context.
- Milestone and time-based billing
- Invoices in Accounting
- Receivables and collections
Useful alone. Better together.
Projects & CRM connects to the rest of your business.
Records, approvals, accounting entries and compliance evidence carry into the next product without anyone typing them again.
Who it's for
Different roles. One shared record.
Sales teams
A pipeline with owners, stages and next actions.
Delivery leaders
Projects, milestones and utilisation in one view.
Professional services firms
Time, WIP and billing tied to each engagement.
Finance teams
Billable work flowing straight into invoices.
Pricing and setup
Start with Projects & CRM. Add more when you are ready.
Pricing depends on your team size and the products you connect. We will share a clear quote and setup plan before you begin.
01
UnderstandWe map your records, roles, approvals and current process.
02
Set upMasters, workflows, permissions and the outputs you need.
03
CheckRun real scenarios and compare results with your team.
04
Go liveMove your team over with a clear support path.
Common questions
Projects & CRM questions, answered.
What teams ask before they switch.
Does the CRM connect to invoicing?
Yes. Approved milestones and billable time flow into NITIVAR Accounting as invoices, and collections stay visible on the customer record.
Can teams log timesheets against projects?
Yes. Timesheets are logged against projects and tasks, approved by managers and reported as billable or non-billable utilisation.
How is Projects & CRM priced?
Projects & CRM is set up with your team as part of a wider NITIVAR rollout. Book a demo and we will share pricing for your team size.
Can we start with only Projects & CRM?
Yes. Start with the product your team needs most and connect more NITIVAR products when you are ready. Book a demo for pricing for your team size.
See it with your own data
See how Projects & CRM would work for your team.
We will tailor the walkthrough to your records, approvals and reports.