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Lead Project Management Plugin

A Project Management Module right in the heart of your CRM Tool. It’s practically Magic!

Say Goodbye to switching between your Project Management Tool & your CRM, Permanently.

Get The Plugin
  • CRM Tool Lead Project Management

Description

This has to be one of our most productive plugins. An easy & useful Project Management module right inside your CRM dashboard… There’s so much more you can do, in so less time. Convert any opportunity into a project, & manage tasks that are specific to the respective lead/opportunity.

How It Helps

Save at least two dozens of hours every month from switching between your project management tools & your Wakeupsales CRM. The Lead Project Management plugin offers you a chance to convert an opportunity into project & manage it in every possible way.

Benefits

  • Improved Customer Engagement
  • Create Projects from Opportunities
  • Comprehensive Project Management Module
  • Better Customer Satisfaction
  • Boost in Revenue
Not on WakeUpsales yet? Download the latest Version Here.
Lead Project Management Plugin+

Lead Project Management in WakeUpSales

There’s so much more to the Lead Project Management plugin than what meets the eyes. Take a look at the features that make it a must have for your Wakeupsales CRM.

Lead status tracking
Convert Opportunity into Project

Convert any opportunity into a lively project, with it’s own task list, people involved, status tracking etc.

CRM Tool Task List
Tasks List

Take a glance at all the tasks associated with a project, with all the important information clubbed together at one place. It’s pretty useful.

Accurate Tracking
Accurate Tracking

Track the progress of each of your projects, opportunities & leads, make best use of your resources & boost your productivity.

Lead Project Management
Comprehensive Lead Project Management

Convert your opportunities into a project and then the project can have multiple tasks in collaboration with your team. Delegate the tasks to individuals and deliver them. Simplified Project Management within Wakeupsales.

Try 'Lead Project Management Plugin' for WakeUpSales.

+
Installation Guide

Setting up the Lead Project Management plugin with Wakeupsales CRM is easy. Follow the steps below & get started.

Installation Steps
  1. Download the wus_lead_project_management plugin.
  2. Extract the zip file into vendor/plugins folder in your application
  3. Add the following line to your gemfile
    • gem 'wus_lead_project_management', path: 'vendor/plugins/wus_lead_project_management'
  4. Run the command bundle install. It will install the dependency gems.
  5. Run the following command to place migration file into your application db/migrate folder
    • rake wus:proj_mgnt_migration_setup
    • rake db:migrate
    • rake wus:generate_default_data
  6. Add following lines to top of app/views/deals/show.haml file
    • = stylesheet_link_tag "lead_project_mgnt"
    • =render partial: "/projects/create_project_popup"
    • =render partial: "/projects/project_link_in_lead_details"
  7. Add following lines to app/models/comment.rb file before end of class has_many :note, :class_name=>"Note", :as => :notable, :dependent => :destroy belongs_to :user attr_accessible :user_id, :comment, :assigned_to, :status, :notify_email_ids, :priority, :image, :title, :status, :priority, :notify_email_ids
  8. Add the below line into “- unless current_user.is_siteadmin?” in /app/views/layouts/application.haml file.
    • = render :partial => "projects/create_project_popup"
    • And add = stylesheet_link_tag "lead_project_mgnt" to /app/views/layouts/application.haml file.
  9. Also add this line in the app/models/organization.rb file below “attr_accessible” line.
    • has_many :projects, :dependent => :destroy
    • has_many :project_jobs, :dependent => :destroy
    • has_many :project_task_types, :dependent => :destroy
    • has_many :project_job_types, :dependent => :destroy
    • has_many :project_job_groups, :dependent => :destroy
  10. Now, add following line in the app/models/deal.rb file below “attr_accessible” line.
    • has_one :project, :dependent => :destroy
  11. And finally, you can start the server by rails s

That’s how easy it is. Time to manage your Projects…

At Wakeupsales, we deliver end-to-end support for each integration/plugin from our team of technical experts. We treat your problems as ours & we literally mean it.

Wakeupsales Support

You can contact us by email,

or by getting in touch on our support center.

Contact

Monday to Friday (24 hours)

Go to our Google Community Forum

Do I have to pay any recurring fee for this plugin?

Not at all. All you have to pay, is a one time fee as mentioned in the Lead Project Management details page. That’s it.

Does it work with all previous versions of WakeUpSales?

Unfortunately, it doesn’t. The Lead Project Management plugin only works with Wakeupsales v4.0 or above. Please download the latest version Here

Are there any hidden costs involved?

There are no hidden/extra costs from our end. Just buy the plugin & that’s it.

CRM Tool User
Taylan Toprak
Owner, Estateslist.com
Turkey
"Wakeupsales has a brilliant UI, which makes CRM work joyful. I liked the UI and it's easy to work with. Wakeupsales has a plugin library that's going to increase very soon, I'm sure. Great work. Keep it up."

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