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What can we help you with?
Audience: Customer
Module: Projects
Time to read: 5 minutes
Applies to: All plans
Quick answer
Client delivery projects should be structured, transparent, and aligned to agreed scope and timelines.
How client delivery works
1. A deal is won in CRM
2. A project is created for delivery
3. Tasks and milestones reflect the agreed scope
4. Progress is tracked until completion
Why this matters
Clear delivery:
• Improves customer satisfaction
• Reduces disputes
• Supports accurate billing
Best practice
Never start delivery without a defined project.
Related articles
• How do I create and structure a project?
• How does CRM connect to Projects?