Manage Projects

Streamline Project Management for Business Growth

Effortlessly Create, Manage, and Track Projects with iNextCRM’s Advanced Features

Globally Trusted Technology Partners

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Enhanced Project Visibility and Control

Stay Organized and Prioritize Tasks with iNextCRM's Advanced Filters for Project Management


Create, edit, and manage projects to drive the growth of your business. iNextCRM offers a flexible project management environment where you can view and manage projects in both List and Gantt views, allowing you to choose the most suitable approach for your project management needs.

Duplicate Projects

Save time and boost productivity by creating project templates and easily duplicating them whenever needed, streamlining your workflow and automating repetitive tasks.

360° Project Features

Enjoy a comprehensive set of project features, including tasks, milestones, files, discussions, Gantt charts, tickets, contracts, sales, notes, and more. This holistic view allows you to effectively manage all aspects of your projects within iNextCRM.


Drive Projects Forward with Well-defined Milestones, Promoting a Systematic Approach and Enhanced Progress Tracking for Effective Project Review.


Streamline Task Management by Creating, Assigning, and Tracking Tasks, Allowing Multiple Team Members and Followers, Utilizing Timers for Time Tracking, and Enabling Task Checklists for Enhanced Productivity.


Seamlessly Manage Project Files by Uploading and Sharing them with Customers, Send Files via Email with a Single Click, and Enable Customers to Upload Files, Facilitating Smooth Collaboration and File Sharing.


Foster Collaborative Ideation and Improve Project Deliverability with Dedicated Discussions, Encouraging Active Participation and Generating Valuable Insights for Enhanced Customer Experience.


Capture and Organize Important Information with Ease by Taking Notes Throughout the Project Journey, Ensuring Comprehensive Records for Future Reference, Including Meeting Notes, Key Points, and Project Changes.


Promote Effective Collaboration and Communication by Adding Comments to Discussions, Files, Tasks, and more, Encouraging Team Members and Customers to Engage and Share Ideas for Seamless Collaboration.

Cloud-Based CRM System
with Easy Extension & Support

Unlock the full potential of your business with iNextCRM's cloud-based CRM system.

150 +

Extendable Addons

Seamlessly extend the functionality of your CRM with our extended add-ons, including marketing and operational capabilities, tailored to meet your specific needs.

20 +

Optimization Service

Let us handle the heavy lifting. Our team will work tirelessly to optimize your processes and automation, ensuring maximum efficiency and productivity.


Hand-Holding Support

We're here to guide you every step of the way, providing personalized assistance and resolving any queries or challenges you may encounter.

Do more with iNextCRM Projects

Stay on Top of Your Project Planning

Advanced Filters

Easily filter projects based on status, assignee, and more. This feature enables you to quickly access specific sets of projects, making it convenient to track their progress and prioritize tasks.

Project Invoice

Streamline your billing process by linking tasks or the entire project to invoices. This feature allows you to easily generate invoices based on billable tasks within the project, ensuring accurate and efficient invoicing.

Advanced Actions

Benefit from advanced actions such as pinning projects for quick access, downloading project data for offline use or sharing, making quick copies of projects as templates or for replication, changing project status, and more. These actions enhance project management flexibility and efficiency.

Project Assignee

Collaborate effectively by adding multiple team members to a project. This feature promotes seamless teamwork and communication, enabling team members to work together toward project success.

Task Checklists

Streamline your workflow and enhance efficiency by creating task checklists and applying them to various tasks, automating processes and saving valuable time while ensuring systematic task completion.

Time Tracking

Monitor time logging for your projects, ensuring accurate billing and allowing you to track productivity levels and identify areas for improvement among team members.

Built by Agency for Agency

Unparalleled Benefits

Built by an Agency.
For Agencies.

Most Agency Founders spend sleepless nights just keeping the lights on - scaling the agency never ends up becoming a priority between recurring client and sales calls.

iNextCRM changes that.

  • Scale Your Business
  • Effective Team Management
  • Seamless Remote Work
  • Manage Business on the Go
  • Become an Industry Leader
  • Increased Client Retention


What They Say About Us

Dynamically initiate market positioning total linkage with clicks-and-mortar
technology compelling data for cutting-edge markets.
Siddharth Chaudhary Siddharth Chaudhary

Siddharth Chaudhary

Founder & CEO

iNextCRM has completely transformed the way we manage our customer relationships. With its intuitive interface and powerful features, our sales team has seen a significant boost in productivity and efficiency. It's truly a game-changer!

Siddharth Chaudhary
Ritam Bhatnagar Ritam Bhatnagar

Ritam Bhatnagar


iNextCRM has been a lifesaver for our customer service team. Its comprehensive ticketing system and automated workflows have enabled us to provide exceptional support to our clients. The result? Improved customer satisfaction and a significant reduction in response times.

Ritam Bhatnagar
Shivangee Mehta Shivangee Mehta

Shivangee Mehta

Founder & CEO

iNextCRM is an all-in-one software for managing the entire client life-cycle, including leads, customers, invoices, proposals, and payments, all in one convenient platform. One of the standout features is the ability to effortlessly create captivating proposals. The best part is being able to send proposals directly from the iNext CRM dashboard while effectively managing my clients. The constant introduction of new features by the iNext team keeps me excited and engaged. I'm absolutely loving it!

Shivangee Mehta
Aman Sharma Aman Sharma

Aman Sharma

Business Owner

As a small business owner, I needed a CRM solution that would scale with my growing business. iNextCRM has been the perfect fit. Its flexible customization options and seamless integration with other tools have allowed me to tailor it to my specific needs. It has truly been a catalyst for our success.

Aman Sharma
Vikram Lal Vikram Lal

Vikram Lal

Founder & CEO

Managing my own business used to be a complex ordeal until I discovered iNext CRM. This all-in-one tool has simplified everything for me, providing a seamless experience. The Support team is highly responsive, and the development team works swiftly to introduce exciting new features. I am truly grateful to Priyanka and her team. Thank you for making my business journey easier!"

Vikram Lal
Hanshika Shah Hanshika Shah

Hanshika Shah

Marketing Director

Before discovering iNext CRM, our invoicing process involved using Word, relying on calendars for due-date reminders to clients, and even using pets to send proposals. With iNext CRM, we can now seamlessly manage all these tasks from a single platform, while also gaining valuable insights that enhance our efficiency. As a result, we have experienced a remarkable 15% increase in revenue realization speed. iNext CRM has truly transformed our operations for the better!

Hanshika Shah

Integrated with 20+ Popular Technology Platforms


Effortlessly trigger transactional SMS


Set up and manage Zoom meetings


Personalized marketing email campaigns


Receive International Payments


Select files directly from your Dropbox account


Sync your Google Calendar with iNextCRM

Google Drive

Effortlessly access and manage your files

Do You Want to explore more Integration?

Why iNextCRM

Why Choose Us

Why Onboard to iNextCRM?

Experience the power of streamlined lead management with iNextCRM. Our robust software empowers your business to efficiently capture, track, and convert leads into loyal customers, driving your growth and success.


Higher Predictability


Saved Per Day
Per User


Higher Conversion Rate


Higher Retention Rate

Frequently Asked Questions (FAQ)

Your Questions, Answered for Efficient Online Project Management

iNextCRM provides a flexible project management environment where you can create, edit, and manage projects, allowing you to drive the growth of your business. With features such as tasks, milestones, files, discussions, and more, you can stay organized and prioritize tasks for efficient project management.

Yes, iNextCRM allows you to save time and boost productivity by creating project templates and easily duplicating them whenever needed. This streamlines your workflow and automates repetitive tasks, making it convenient and efficient to start new projects.

iNextCRM offers advanced filters that enable you to easily filter projects based on status, assignee, and more. This feature allows you to have enhanced project visibility and control, helping you track the progress of your projects, prioritize tasks, and stay organized.

Absolutely! iNextCRM allows you to collaborate seamlessly by adding multiple team members to a project. This promotes teamwork and communication, enabling you and your team to work together toward project success.

Yes, iNextCRM offers time tracking features that allow you to monitor time logging for your projects. This helps in accurate billing, allows you to track productivity levels, and identify areas for improvement among team members, ensuring efficient project management.

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Project Management
Project Management
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