Project & Task Management
LilyCRM helps your team stay on top of every project by keeping work clearly organized from start to finish. With built-in tools for managing clients, projects, and tasks, it's easy to see what's in progress, what's coming up, and who's responsible. Projects are searchable, sortable by status, and always tied to the right tasks and clients, making the entire workflow more focused, reliable, and efficient.
Projects
Keep every project organized with clear tags, status indicators, and full visibility across your team. LilyCRM lets you see all ongoing, completed, and upcoming projects in one place, helping you track progress and spot what needs attention.
Clients
Connect each project and task to the right client using built-in CRM tools. Client profiles in LilyCRM store all related info in one spot, making it easier to manage relationships, track work history, and stay on top of deadlines for every account.
Tasks
Create, assign, and update tasks with just a few clicks. You can sort by status—like not started, in progress, or complete—and see how tasks fit within larger projects. With everything visible and up to date, your team always knows what's next.
Designed for Teams Like Yours
Whether you're part of a small business, a remote team, or a fast-paced company managing multiple clients, LilyCRM is built to support your workflow. It helps teams stay aligned and organized, even as projects shift and priorities change.
Tasks
Use Cases
- •Small teams juggling multiple client projects at once
- •Remote teams needing visibility into shared workloads
- •Agencies assigning tasks across departments
- •Freelancers managing deadlines and deliverables
- •Growing companies streamlining internal operations