SalesFision Platform application
Everything you promised a customer, with an owner, a budget and a next step.
Project Management is where agreed work gets delivered. Every piece of work carries someone’s name, waiting has a reason you can point at, and the hours spent sit next to the hours you sold while the project is still running.
Configure Project Management Do the Business Scan
- Every item numbered, owned and traceable back to what was agreed
- Blocked work names what it waits for, and the day’s focus follows that
- Hours budgeted against hours spent, per part of the work
Everyone is busy, and nobody can say whether it will be finished.
The agreement lives in a document, the plan in a spreadsheet, and the progress in whatever the last person said out loud. Work stalls quietly, because the colleague who is waiting and the colleague who is holding things up never speak. By the time the budget is gone, the extra work has already been built.
- Two colleagues wait on each other for days and neither of them knows it.
- Nobody can say what is on hold this morning, or who could unblock it.
- Extra work is done first and discussed when the invoice arrives.
- What finished means differs per person, so delivery turns into a negotiation.
What changes when the work and the agreement sit in one place.
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Nothing falls between people
Every item has one owner plus the colleagues working on it alongside them, set from the card itself. No piece of work sits in a list with nobody’s name on it.
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Waiting you can act on
An item says which item is holding it up. The day’s focus leaves blocked work alone and lifts the item that others are waiting for to the top, so the standup is short and the queue keeps moving.
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Budget talks before the invoice
Hours sold sit next to hours spent, per project and per part of the work, and you are warned when the parts together cost more than the whole. Extra work becomes a conversation this week.
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Delivery on a shared definition of done
Acceptance criteria and the definition of done live on the item, next to its history. Handing work over becomes reading instead of asking.
What your team can do with Project Management.
Ownership and the board
- Set up your own columns per project, in your own names, order and colour
- Give an item an owner plus the colleagues working with them, straight from the card
- Keep stories, tasks and incidents apart, each with its own priority
- Watch several projects in one board, merged column by column, filtered by customer or person
Agreements on the work itself
- Write the acceptance criteria and the definition of done on the item, where the work is
- See what an item blocks and what it is blocked by, struck through once that side is finished
- Comment, mention a colleague, attach a file and follow an item you care about
- Read back who changed what and when, on the item’s own history
Planning and budget
- Place a project, an epic or a single item on a quarter, and move the whole branch in one drag
- Run sprints with a goal, a period and a capacity in points
- Set an hour budget on the project and on each epic, with a rate per project or per item
- Get a warning when the budgets of the parts add up to more than the project budget
Hours and reporting
- Book hours from the item itself, into one timesheet instead of a second administration
- See hours spent add up per item and per epic without anyone typing a total
- Print the budget and the hours as a report you can send to your customer
- Follow velocity per finished sprint and the burndown of the sprint that is running
From agreement to delivery.
The same path for every project, so a new colleague can follow it on day one.
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The agreement becomes a project
A signed contract turns into a project with the customer attached and the hour budget and rate already on it, so the plan starts from what was actually sold instead of from an empty page.
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The work is cut into pieces someone can own
Epics, stories, tasks and the incidents that arrive along the way, each numbered within the project, each with its acceptance criteria and definition of done written down while the conversation is still fresh.
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A sprint and a quarter get their shape
Items move from the backlog into a sprint with a goal and a capacity. Larger work is placed on a quarter, so the fortnight ahead and the year ahead stay in step.
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The day sorts itself on the board
Work moves across the columns, dependencies say who is waiting on whom, and the day’s focus skips what is blocked and starts with the item that frees up someone else.
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Delivery and the count
Hours booked on the items roll up against the budget per part of the work, extra work shows while it is still a question, and a printable report says what was delivered and what it cost.
What your team looks at.
One project in progress: the board with its owners and blockers, the budget against the hours booked, and the quarters ahead.
Board
Ready
3-
#49
Payment keys for the live shop
payments Blocks #51 R
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#53
Category pages from the catalogue tree
Blocked by #48 · catalogue import
catalogue B
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#52
Photography for the twenty best sellers
content
In progress
3-
#48
Import the product catalogue
catalogue import Blocks #53 I
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#51
Checkout refuses iDEAL payments
Blocked by #49 · payment keys
checkout Urgent S
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#58
Supplier stock levels in the shop
extra work Not agreed yet R
Testing
2-
#46
Order confirmation mail with the order lines
checkout N
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#47
Search across product names and article numbers
catalogue N
Done
2-
#44
Product pages in the new template
design Done I
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#41
Shop design approved by Studio Noord
design Done B
Budget and hours
| Part of the work | Budget | Spent | Left | Status |
|---|---|---|---|---|
| Migration | 80 h | 61 h | 19 h | On track |
| Content | 40 h | 12 h | 28 h | On track |
| Design | 60 h | 58 h | 2 h | Nearly used |
| Extra work | 0 h | 9 h | − 9 h | Not agreed |
Roadmap
| On the roadmap | Level | Quarter | Moves along with it | Status |
|---|---|---|---|---|
| Webshop, Studio Noord | Project | Q3 | Both epics and everything under them | Running |
| Migration | Epic | Q3 | Its own items | In progress |
| Content in two languages | Epic | Q4 | Its own items | Planned |
| #58 · Supplier stock levels | Work item | Not planned | Pulls its project and epic along | Waiting on a decision |
Example data. Your own projects, colleagues and agreements appear here once the application is set up.
Work rarely starts on the board.
What was sold, what came in and what still has to be paid for all arrive here as work, and what happens to it travels back.
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Sales to Project Management
A signed contract becomes a project in one step, with the customer attached, the hour budget from the statement of work and the rate from the contract already filled in.
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Service Management to Project Management
A request that turns out to be real work becomes a numbered item with an owner, instead of a message somebody has to remember.
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Project Management and HR
Hours are booked from the item itself and land in the same timesheet as every other hour worked. The hours spent on an item are counted back from those bookings, so nobody keeps a second total.
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Project Management and CRM
Every project belongs to a customer, so the colleague who manages the relationship can see what is running for them without opening the board.
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Project Management and Finance
An invoice can be tied to the project, and a payment that needs chasing comes back the other way as an item with an owner and a due date.
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Project Management and Knowledge
How you cut work up, what your definition of done means, how a customer report is put together: written down once. Included for every Platform user.
A first draft of the item, not a decision.
Project Management uses AI at one moment: when a new item is still a single line and the description is at its thinnest. You type the title, the assistant fills in the rest of the form, and you change what you disagree with before you save.
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Type and description
From a one-line title to a proposed type with a short and a longer description.
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Acceptance criteria
A handful of criteria in given, when, then form — something to argue with instead of an empty field.
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Definition of done
A short checklist you edit into what your team actually means by finished.
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Estimate and points
A suggested number of hours and story points, for the team to correct in refinement.
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With your context
The project, the customer and the epics that already exist go along with the request, so the wording matches the work.
A suggestion lands in the form, not in the project. Every field can be changed or cleared, and nothing exists until a person saves it. These AI features are part of SalesFision Platform + AI: one subscription for your whole business.
Price and licence
- Project Management €39 per month 3 users
- Extra user €9 per month per user; for individual apps, per app
Also in a bundle:
- SalesFision Platform Operations €99 per month Leads, Sales, CRM, Project Management, Finance and Knowledge · 3 users
- SalesFision Platform Business €149 per month Everything in Operations plus Marketing, Social Media and HR · 3 users and 5 HR employees
All prices excluding VAT. You pay for applications and bundles monthly, or yearly in advance with a 10% discount. No platform surcharge; standard onboarding and regular support are included.
What the licence covers, and what we agree with you separately:
Included
- The application, with the included users or capacity
- SalesFision Knowledge is included free with selected paid apps and bundles.
- Standard onboarding
- Regular support, maintenance and bug fixes
Separate proposal
- Additional consulting and training
- Complex integrations and custom work
- Migration of existing data
- Customer Portal (a product of its own)
Calculate your package See all pricing
Additional consulting, training, complex integrations and custom work are agreed with you up front, so you always know what you are buying.
What people ask before they start.
Can we keep our own way of working?
Yes. The columns are yours: their names, their order and their colour, per project. Sprints, epics and the roadmap are there if you use them and stay out of the way if you do not.
What does a blocked item actually do?
More than carry a label. The item shows what it blocks and what blocks it, struck through once the other side is finished, and the day’s focus acts on it: blocked work is skipped and the item others are waiting for moves to the top. Linking two items is part of the setup we do with you.
Do people write their hours on a task here?
They book them from the task, but the hours land in one timesheet together with every other hour worked. The hours spent on an item are counted back from those bookings rather than typed, and every booking belongs to a project — internal work included.
Does a signed deal really become a project?
Yes. The contract generates the project with the customer attached, the hour budget from the statement of work and the rate from the contract, so nobody retypes what was already agreed.
Can our customer follow along?
As far as you let them. There is a viewer role for people outside your team, and the budget and the hours can be printed as a report to send. If you want customers to log in, ask questions and follow their own requests, that is the Customer Portal — a product of its own with a fixed monthly price.
What does Project Management cost?
A fixed amount per month, with the number of users listed with it. If you need more users, you pay per extra user. You will find all amounts above under Price and licence and on the pricing page. Knowledge is included.
Can I pay per month?
Yes. Regular software licences are paid monthly, or yearly in advance with a 10% discount.
Start with Project Management
Choose Project Management for your team and see what it costs. Not sure where to start? The Business Scan gives you a recommendation.
Configure Project Management Do the Business Scan
Questions about implementation, moving an existing backlog or an integration? Plan a meeting and we will scope it.
