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Plan the way your team works — Kanban, list, calendar, or Gantt — all on the same project.
See who is overloaded before a deadline slips and rebalance work across the team.
Link a closed-won CRM deal to a delivery project with the client and scope already attached.
Triostack Projects gives teams boards, timelines, and workload views for planning and tracking work — and because it's connected to CRM, closed deals can flow straight into a delivery project without re-entering data.
🔥 We have 40,000+ projects delivered on Triostack Projects.
Works with
See project status, timelines, and workload across every active engagement.
Turn closed-won CRM deals into projects without duplicate data entry.
See team capacity clearly so work gets assigned realistically.
Create a project with a name, description, start and end dates, type, and priority. Pick a template to start quickly and add a cover image so every project is easy to spot.
Run work on a Kanban board with To Do, In Progress, Review, and Done columns, or switch to list, my tasks, and calendar views. Each card shows its priority, due date, and assignees.
Break a project into milestones with start and end dates, then follow each one as completed, in progress, upcoming, or not started. Switch between timeline, milestone, task, and Gantt views.
Add team members and clients, assign roles such as project manager, developer, designer, or QA engineer, and manage permissions and project groups. Invited members show up until they accept.
See every member's assigned tasks, allocation, and workload percentage for the month, flagged as overloaded, busy, normal, or available, so work gets assigned where there's capacity.
Link projects to the CRM deals and clients that created them. See the deal value, stage, and linked project in one list, with client details and invoices a tab away.
Track total, completed, in-progress, and overdue projects against the previous period, watch the completion rate over time, and break tasks down by status. Export a report when you need to share it.
Set defaults for each project, then configure its status workflow, task types, custom fields, notifications, and integrations. Control access, including guest access for external clients.
Turn closed CRM deals into structured delivery projects instantly.
Plan and track cross-functional internal projects with clear ownership.
Balance workload across teams using a shared capacity view.
Because every app runs on the same platform, data moves between them without manual exports.
Built for these industries
Recommended for
Security
Single sign-on shared across the whole platform.
Control exactly who can see and edit data in Projects.
Data is protected in transit and at rest.
“Moving our sales and delivery teams onto one platform cut out a lot of the manual handoff work between CRM and project tracking.”
Start free today, or talk to our team about rolling out the full Business Suite.
Grow your business by building, referring, or reselling with Triostack.
