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CRM Launchpad for Projects

Win the Work. Run the Project. All in One Place.

When an opportunity is won, it turns straight into project management: projects with your own processes, time logging and field booking, on the same platform as your sales team.

Book a demoSee how it works
i.Win the DealOpportunities and quotes in one pipeline.
ii.Kick OffThe won deal becomes a project automatically.
iii.Run Your ProcessStages and checklists built around how you deliver.
iv.Book and LogSchedule crews and log time against the job.
v.Close OutWrap up, invoice and spot the next opportunity.
Sales to Delivery

Won Deals Become Projects.

The moment a deal is won, the project is set up with everything sales learned. Delivery starts informed, and the client never repeats themselves.

CRM LaunchpadWon deal → project
OPPORTUNITYOffice fit-outRidgeway Builders
Value$248,000
Won · Sep 2
PROJECT · CREATED AUTOMATICALLYOffice fit-outScope and quote linesClient contactsDocuments and notesYour project process
CRM LaunchpadProjects
Ridgeway Builders · Office fit-outProject lead: M. Torres · Sep 8 – Dec 18
● On track
Contract value$248K
Spent to date$154K
Complete64%
Kickoff
Design
Permits
Build
Inspection
Closeout
BUILD STAGE CHECKLIST · 3 OF 5Framing completeElectrical rough-inMechanical rough-inDrywall and finishingBook inspection
Custom Processes

Projects That Follow Your Process.

Every company delivers differently. Your stages, checklists and fields are built around how your team works, with budget and progress always visible.

Your own stages and checklistsBudget, spend and progress at a glanceMilestones that keep the client informed
Time Logging

Time Logged Where the Work Lives.

Your team logs hours against the project, so budgets, billable time and profitability stay accurate without a separate timesheet tool.

Weekly timesheets in a few clicksBillable and budget trackingApprovals before invoicing
CRM LaunchpadTime logging
My time · Oct 12 – 16+ Log timeSubmit week
Hours this week40.5
Billable88%
Budget used62%
ProjectMonTueWedThuFriTotalRidgeway · Office fit-out6.5877.5534.0Lakeside Foods · Service call1–1.5–24.5Internal · Planning0.5–0.50.50.52.0
CRM LaunchpadField booking
Field schedule · This weekWeek ▾+ Book crew
Mon 12Tue 13Wed 14Thu 15Fri 16
Crew A · Tom, Jess
Ridgeway · FramingRidgeway · Drywall
Crew B · Ravi
Lakeside · ServiceHarbour · Install
Electrician · Dana
Ridgeway · Rough-inInspection
Ridgeway fit-outLakeside serviceHarbour install
Field Booking

Crews Booked, Calendar Clear.

See who is where all week. Book crews and specialists onto jobs, avoid double-booking, and keep the schedule tied to the project.

Crew and resource calendarBookings linked to projectsWorks on phones in the field

Why Project Teams Choose Amplify

Simple, Without the CeilingStart with sales and projects, then add scheduling, time tracking or service as you grow.
Dedicated Success ManagerYour dedicated expert learns how your projects run and shapes the CRM to match.
Built on MicrosoftProject files in SharePoint, conversations in Teams, data in your own Microsoft environment.
Practical AISite meetings and client calls summarized into tasks you approve.
"As we develop, our CRM develops. My only regret would be not starting it sooner."
Brent Best, Sales Manager, Stephenson Equipment

See Your Projects on CRM Launchpad.

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