Project Management Software for Better Delivery

Manage tasks, teams, and timelines in one place with Saleoid's project management software. It helps you plan work clearly, improve team coordination, and keep every project moving forward without chaos or constant follow-ups.

Project Management Software

How Saleoid’s Project Management Software Keeps Work and Billing Connected

Saleoid connects sales, projects, tasks, and billing in one system. When a deal closes, it can instantly become a project, keeping client details, files, and payment terms organized from day one.

Automatic Deal-to-Project Conversion
Automatic Deal-to-Project Conversion

Turn closed deals into active projects instantly. No manual data entry or re-creating client details.

Visual Kanban Task Board
Visual Kanban Task Board

Manage tasks using drag-and-drop columns. See what’s pending, in progress, or completed at a glance.

Support for Recurring and One-Time Projects
Support for Recurring and One-Time Projects

Handle retainers, monthly contracts, or one-off jobs easily. Automate recurring project creation if needed.

Built-In Automated Billing
Built-In Automated Billing

Generate invoices automatically based on project type or completion. Choose fixed recurring, per cycle, or job-complete billing.

Real-Time Project Dashboard
Real-Time Project Dashboard

Track progress, deadlines, and task status in one place. Identify bottlenecks before they slow down delivery.

Team Performance and Task Tracking
Team Performance and Task Tracking

Assign tasks with due dates and priorities. Monitor completion rates and accountability clearly.

Automatic Deal-to-Project Conversion Without Manual Setup

When a deal closes, the real work begins. Saleoid’s project management software automatically converts approved deals into active projects without re-entering client details, scope, pricing, or files. Instead of switching between systems and recreating everything manually, your project starts with full context already in place.

Save Time After Closing a Deal

No need to recreate projects from scratch. Our project tracker software carries over client details instantly.

Avoid Data Entry Errors

All files, communication history, and deal terms move automatically. This reduces mistakes and confusion.

Start Projects Faster

Once a deal is approved, your team can begin work immediately. This improves turnaround time inside your team productivity app.

Keep Sales and Operations Connected

Closed deals transition smoothly into project workflows. Our project management software becomes fully integrated with your CRM.

Improve Client Experience

Faster project initiation shows professionalism and reliability. That’s what businesses expect from the best project management software.

Automatic Deal-to-Project Conversion Without Manual Setup

Visual Kanban Task Board for Clear Project Control

Managing multiple tasks across different projects can quickly become overwhelming. Saleoid’s kanban project software gives you a visual board where tasks move through stages like “To Do,” “In Progress,” and “Completed.” With simple drag-and-drop functionality, you always know what’s moving forward and what needs attention.

Drag-and-Drop Task Management

Move tasks between stages with a simple click. Our task tracking software becomes visual and intuitive.

See Project Status at a Glance

Understand what’s pending, delayed, or completed instantly. This improves clarity inside your project tracker software.

Reduce Workflow Bottlenecks

Identify stuck tasks quickly and take action. Your workload planner helps balance responsibilities better.

Improve Team Accountability

Every task is assigned to someone with a deadline. Our team collaboration tool ensures everyone knows their role.

Boost Daily Productivity

Clear visual workflows reduce confusion and wasted time. That’s what makes it feel like a true team productivity app.

Visual Kanban Task Board for Clear Project Control

Support for Recurring and One-Time Projects

Not every project is a one-time job. Some businesses handle monthly retainers, maintenance contracts, or recurring service agreements. Saleoid’s project management software supports both one-time and recurring projects in one organized system.

Manage Retainers and Ongoing Contracts Easily

Set up recurring projects that repeat automatically at defined intervals. Our project tracker software handles ongoing work without manual setup.

Keep One-Time Projects Organized

Handle custom or short-term jobs with clear task tracking. Our task tracking software adapts to different project types.

Automate Recurring Project Creation

The system can automatically generate new project cycles when needed. This improves efficiency in your team productivity app.

Track Workload Across Multiple Projects

See how recurring and one-time tasks impact your schedule. Our workload planner helps prevent overbooking.

Maintain Clear Client Deliverables

Separate recurring commitments from one-time deliverables. This improves coordination inside your team collaboration tool.

Support for Recurring and One-Time Projects

Take Control of Your Projects with Powerful Management Tools

Streamline tasks, automate billing, track progress, and gain real-time insights—all in one platform. Start managing projects smarter and more efficiently today.

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Built-In Automated Billing for Projects

Managing projects is all about getting paid on time. Saleoid’s project management software includes built-in billing automation, so invoices are generated based on your chosen billing model. Whether it’s fixed recurring payments, billing per cycle, or charging when a job is marked complete, the system handles invoicing automatically.

Generate Invoices Automatically

Invoices are created based on project settings without manual effort. Our project tracker software connects work completion to billing.

Support Multiple Billing Models

Choose fixed recurring, per billing cycle, or job completion billing. This flexibility makes it closer to the best project management software for service businesses.

Reduce Admin Work

No need to create separate invoices in another system. Our team productivity app saves time on financial follow-ups.

Ensure On-Time Payments

Automated billing reduces delays between project delivery and payment. Our workload planner can focus on execution, not chasing invoices.

Maintain Clear Financial Tracking

All billing data is linked directly to the project. Our task tracking software stays aligned with revenue progress.

Built-In Automated Billing for Projects

Real-Time Project Dashboard for Complete Visibility

When you’re managing multiple projects, guessing progress isn’t an option. Saleoid’s project management software includes a real-time dashboard that shows exactly where every project stands. From task completion rates to upcoming deadlines, you get a clear picture without digging through spreadsheets.

Monitor Project Status Instantly

See which projects are on track and which need attention. Our kanban project software feeds live updates into one central view.

Track Deadlines and Milestones

Stay aware of upcoming due dates. Our task tracking software keeps timelines visible.

Identify Bottlenecks Early

Spot delays before they affect delivery. Our workload planner helps rebalance tasks quickly.

Review Team Activity in One Place

Understand who is working on what at any given time. Our team collaboration tool improves transparency.

Make Faster Business Decisions

With live data, you avoid relying on outdated reports. That’s what makes it feel like the best project management software for growing teams.

Real-Time Project Dashboard for Complete Visibility

Team Performance and Task Tracking for Better Accountability

When everyone is busy, it’s easy for tasks to slip through the cracks. Saleoid’s project management software gives you clear visibility into who is responsible for what, along with deadlines and completion status. Instead of chasing updates manually, you can rely on structured task tracking that keeps your team aligned and accountable.

Assign Tasks with Clear Ownership

Every task is assigned to a specific team member. Our task tracking software removes confusion about responsibility.

Set Deadlines and Priorities

Define due dates and urgency levels easily. Our workload planner helps balance responsibilities across the team.

Track Completion Rates

See which tasks are completed on time and which are delayed. Our project tracker software keeps performance measurable.

Monitor Individual Contributions

Understand how each team member is performing. Our team collaboration tool promotes accountability and teamwork.

Improve Overall Productivity

Structured task management reduces wasted time. This is what makes it feel like a true team productivity app.

Team Performance and Task Tracking for Better Accountability

Project Management Software Built for Those Who Need Control

As a solo founder, you don’t have the luxury of separate sales, operations, and finance teams. You need one system that keeps everything connected, from closing a deal to delivering the work and getting paid.

Move from Sale to Project Instantly
Move from Sale to Project Instantly

Closed deals automatically become projects. Our project tracker software keeps client context, files, and details organized from day one.

See Everything in One Clear View
See Everything in One Clear View

The visual board shows what’s pending, in progress, or completed. Our kanban project software keeps work simple and structured.

Stay on Top of Deadlines Without Stress
Stay on Top of Deadlines Without Stress

Set due dates and reminders so nothing is forgotten. Our task tracking software reduces last-minute surprises.

Manage Workload Without Overbooking Yourself
Manage Workload Without Overbooking Yourself

See how many tasks are active across projects. Our built-in workload planner helps you balance priorities realistically.

Get Paid Without Extra Admin Work
Get Paid Without Extra Admin Work

Automated billing connects project completion to invoicing. Our team productivity app ensures delivery and payment stay aligned.

Unlock Over 30 Apps in Saleoid’s Business Suite

Gain access to more than 30 applications for managing all aspects of your business, from marketing campaigns to communications.

FAQ

Your genuine questions and our honest answers.

Unlike standalone tools that are disconnected from your sales data, Saleoid is fully integrated with your CRM. This means a closed deal can automatically become a project, retaining all client context, files, and communication history without manual data entry.

Yes. Saleoid features a dynamic Visual Kanban Board that allows you to manage tasks using a simple drag-and-drop interface. You can customize stages to match your specific workflow (e.g., "To Do," "In Progress," "Review," "Done") and get a clear visual overview of project status.

Yes. Saleoid is built for versatility. You can seamlessly manage recurring projects (like monthly retainers or maintenance contracts) alongside one-time projects. The system can even automate the creation of these projects at set intervals to save you time.

Saleoid offers three flexible billing types to suit your business model:
1) Fixed Recurring: Charge a set amount automatically for a recurring project at the set interval.
2) Per Billing Cycle: Charge amounts based on services and products added to the recurring project at the set interval.
3) On Job Complete: Charge the client automatically only when the specific recurring project is marked complete.

Yes. Once you select your billing type, the system handles the rest. It can automatically generate invoices and process payments based on your chosen schedule or completion status, ensuring you get paid on time without administrative hassle.

Yes. You get a centralized dashboard that provides live status tracking. You can see exactly where every project stands, identify bottlenecks immediately, and monitor team performance metrics like task completion rates and milestones achieved.

Yes. You can easily create tasks and assign them to individual team members with due dates and priorities. The system ensures accountability by notifying assignees and tracking their progress toward completion.

Yes. You can upload and share files, agreements, and media directly within the project workspace. This creates a single source of truth where all project-related assets are organized and accessible to your team.

Yes. Saleoid is designed to be accessible from anywhere. Your team can update task statuses, add notes, and check project timelines from their mobile devices, ensuring work continues smoothly even when they are in the field.

Yes. You can configure Automated Task Reminders to ensure no deadline is missed. The system can send notifications via Email, SMS, or WhatsApp to team members when a task is due.

Yes. The Insightful Project Analytics feature allows you to measure essential performance indicators. You can view reports on completed tasks, missed deadlines, and individual contributions to help you optimize resource allocation and improve team efficiency.

While Saleoid focuses on flexible visual management, you can structure your workflows using custom stages and lists to ensure tasks are completed in the correct order. The Kanban view makes it easy to see which tasks are blocking progress in a specific stage.
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