Project Roadmap - Advanced Reporting & Workflow module for Perfex CRM Projects

Project Roadmap - Advanced Reporting & Workflow module for Perfex CRM Projects

Project Roadmap module provides you advanced reporting for your Perfex CRM Projects, inside admin area.
It generates usable reports for every project, straight at your dashboard and allows you to filter projects, based on advanced reporting (Milestones, Tasks etc). It works fine with every custom Project status aswell.

It takes only a few seconds to be installed and activated. Documentation is included, in order to ensure that you will go smooth through installing/activating process.

If you have any questions, feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply.

Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use Project Workflow module in minutes.

The Project Roadmap module is a powerful extension for Perfex CRM, designed to enhance the core project management capabilities by introducing advanced reporting, visual planning, and workflow automation features. Built to support teams of all sizes, this module helps project managers, team leads, and stakeholders gain deeper insights into project progress, streamline operations, and ensure better project outcomes through intelligent data and process control.

Seamlessly integrating into the existing Perfex Projects module, Project Roadmap transforms the way teams manage their workflows, tasks, and deliverables by offering a more structured, data-driven approach to project tracking and decision-making.

Key Features:

• Roadmap Visualization: Graphical project roadmaps display key milestones, phases, and dependencies, helping teams visualize the entire project timeline at a glance.
• Advanced Reporting Dashboard: Real-time charts, graphs, and KPIs provide clear visibility into project health, task completion rates, overdue items, time logged, and resource allocation.
• Workflow Automation: Define and manage custom workflows for different project types, including triggers, rules, and task transitions for more efficient team collaboration.
• Task & Milestone Insights: Gain detailed reporting on task statuses, priorities, deadlines, and ownership across all project phases.
• Gantt Chart Integration: Interactive Gantt charts allow users to plan, update, and monitor project schedules with drag-and-drop simplicity.
• Resource & Time Tracking: View resource utilization across projects, track logged hours, and monitor workload distribution for better planning and efficiency.
• Custom Statuses & Pipelines: Set up unique task and project statuses, build visual pipelines, and track progress through different stages of execution.
• Filterable & Exportable Reports: Generate filtered reports by date range, project, client, team member, or custom tags. Export data in multiple formats for external sharing or analysis.