A won deal opens its delivery project — scope, tasks, milestones and dates from day zero. Sales sees delivery, support sees both, and milestones trigger the invoice. The promise and the work finally share a record.
Close a deal in CRM and the project scaffolds itself: phases, tasks, owner and dates. Delivery starts from the sale instead of a blank page and a forgotten handoff.
The moment a deal is marked won, SK Works can open its project — pulling scope from the deal, assigning an owner, laying out phases and dates. The handoff from 'sold' to 'building' that usually leaks in an email thread becomes a structured, accountable start.
Mark a deal won; the delivery project opens with scope and owner attached.
Repeatable work starts from a template — phases and tasks pre-laid for your common jobs.
What was sold becomes what's scoped — no re-describing the job from memory.
Every project has someone accountable from minute one, not 'whoever picks it up'.
Start, milestones and due date laid out so the timeline is real, not aspirational.
The project sits on the same contact as the deal that created it.
Assigned, due-dated, prioritized — in queues people genuinely check, not a wallchart nobody updates. Completion is visible the moment it happens.
Tasks have owners, due dates and priorities, and they live in each person's queue. Dependencies mean the right things unlock in the right order. When something's done, everyone's view updates — so status meetings get shorter and 'what's the latest?' gets answered by looking, not asking.
Every task is someone's, due on a date, visible in their queue. Accountability by default.
What matters now vs what can wait, set clearly and driving the order of work.
Task B unlocks when task A is done — the sequence enforces itself.
Each person sees their work; completion updates everyone's view instantly.
Break big work down; tick off the steps; nothing slips through.
Discussion lives on the task, not in a separate chat nobody can find later.
Phases complete against clear criteria — progress you can show a customer honestly. And a reached milestone can trigger an invoice draft in SK Billing.
A milestone isn't just a date — it's a gate with completion criteria and, optionally, a payment. Reach phase one and SK Billing can draft the phase-one invoice automatically. Delivery progress and revenue recognition move together instead of being reconciled awkwardly at month-end.
Milestones with real completion criteria — progress you can show, not spin.
Reaching a milestone drafts the matching invoice in SK Billing, automatically.
A percentage backed by completed milestones, not a hopeful guess in a status call.
Show clients exactly where their project stands — trust through transparency.
Hold the next phase until the customer signs off the last one.
milestone.reached fires — notifications and billing react on their own.
Project activity lands on the same contact timeline as calls, tickets and invoices. Sales sees how delivery is going; support sees the whole relationship.
Because the project references the same contact as everything else, its milestones and updates appear on the customer's timeline beside the sale that started it and the invoices it triggers. The three silos — sales, delivery, support — collapse into one continuous view of the relationship.
Project events sit beside calls, bookings and invoices — one chronological truth.
The account owner knows how the work is going without asking the delivery team.
A support ticket arrives with the project's status already visible.
One record across the lifecycle, not three tools that don't talk.
Give customers a window into their own project's progress.
Across projects: what's on time, what's at risk, where the bottlenecks are.
Kickoff checklists and recurring routines run as sequences — the steps happen because the system runs them, not because someone remembered.
Onboarding a new project, a weekly review, a closeout checklist — these run as sequences with owners and due dates. The reliable parts of delivery stop depending on the one person who remembers them, and your best process becomes the default process, every time.
New project, standard start — the checklist runs itself, every time.
Weekly reviews, monthly reports — scheduled, assigned, not forgotten.
Nothing skipped at the finish — sign-off, invoice, handover, all accounted for.
Steps become real tasks in real queues, with owners and dates.
Your strongest process, encoded — so every project runs like your best one.
Reminders and nudges ride SK Notifications, with fallbacks.
SK Works lives on the same customer record, the same events and the same rails as the rest of the suite.
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