Project Management

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Project Management

Integrated Freight Project Management for Maximum Efficiency

SalesDrip’s built-in project management tools let your freight team plan, assign, and track everything—from internal initiatives to client-facing tasks—all within the CRM. Manage projects, monitor progress, log billable hours, and keep teams aligned from a single dashboard.

With customizable settings to fit your freight operation’s unique workflow, SalesDrip helps you stay organized, productive, and focused on moving freight, not chasing tasks.

Visualize Freight Projects with an Intuitive Kanban Board

SalesDrip’s drag-and-drop Kanban board brings clarity and control to your freight operations. Manage tasks, track progress, and collaborate with your team—all within a single interface tied directly to your CRM.

Customize columns to match your workflow, filter by project, and view everything from budgeted hours to team comments inside each task. Say goodbye to manual status updates and fragmented tools—SalesDrip helps you focus on what really matters: moving freight and driving results.

Drive Collaboration and Accountability Across Your Freight Team

SalesDrip’s Kanban board enables freight teams to collaborate seamlessly on cross-functional projects. Assign tasks to internal team members or external clients with project login access—ensuring everyone stays aligned and nothing slips through the cracks.

Track detailed updates, add project notes, set deadlines, and define milestones to keep your freight workflows moving. With centralized visibility into every task, your team can stay organized, avoid duplication, and stay accountable from start to finish.

Simplify Task Management and Keep Freight Projects Moving

With SalesDrip’s Workflow Manager, assigning tasks and building to-do lists is fast and intuitive. All updates, notes, and messages are stored in one centralized location—making it easy for your team and clients to collaborate, comment, and stay on track.

Add budgeted hours, set deadlines, automate reminders, and organize tasks by project or category. Whether you’re managing freight sales, customer support, or carrier onboarding, SalesDrip helps you stay efficient and in control.

Streamline Freight Projects with Custom Templates

If you manage freight clients, recurring workflows, or multi-step operations, SalesDrip makes it easy to stay consistent. Create predefined project templates with linked tasks, timelines, and milestones—like auto-scheduling a progress report three weeks after project kickoff.

Templates simplify setup, save time, and ensure every freight project follows a proven, repeatable process.

Track Freight Project Hours with Total Visibility

SalesDrip’s project manager gives you a clear view of how your team is allocating time across freight projects. Easily monitor daily hour breakdowns per team member to assess productivity, optimize workloads, and improve future planning.

Whether you're tracking billable hours for invoicing or monitoring time for payroll, this feature ensures accurate reporting and better control over your freight operations.

Stay on Schedule with the Freight Project Timer

SalesDrip’s project timer makes tracking time simple and accurate. Open it in a separate tab to log hours, add project notes, and submit real-time updates directly to the project manager.

Ideal for freight teams juggling multiple tasks, the timer keeps your day organized, ensures accurate reporting, and helps you stay focused from start to finish.