Project Management Software for Better Delivery

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.