Products / Business software / CRM / Project tracker
Project tracker
BetaProjects, clients and tasks in one place. A focused tracker for client projects: stages from planned to delivered, clients, budgets, due dates and tasks with reminders.
Who it is for: Agencies, studios, consultants and small teams delivering client work.
The demo is read-only and uses sample records; nothing you do there is saved. The CRM beta opens to the public soon.
Beta: no charge during the beta, with published limits. Pricing will be published before the beta ends.
Real CRM screenshot with clearly labelled sample records. Open it as a live demo.
What is included
- Projects board from Planned to Delivered
- Clients linked to projects
- Budget and due-date fields
- Tasks and in-app reminders per project
- Team roles
What you can customize
- Project stages
- Fields such as budget or deliverables
- Record names
- Dashboard cards
Known limitations
- Not a full project-management suite: no Gantt charts, time tracking or file sharing
- Clients do not log in
Customize with AI or by hand
Ask in plain English; Steadline shows the change before applying it, and every change can be undone. Or use the settings.
- “Add a field for billable hours”
- “Add a stage for client review”
- “Show projects that are in progress”
Integrations
CSV import and export. No email, calendar or accounting integrations yet.
Ownership and export
Export every record and note as CSV or JSON at any time. The CRM application itself runs on Steadline; a self-hostable copy is not available.
How ownership worksPricing
Beta: no charge during the beta, with published limits. Pricing will be published before the beta ends.
Pricing details