Project management for revenue teams, not generic PM.
Strkr Projects is a full project management surface built on top of the CRM. 11-tab project record, Kanban plus Backlog plus Sprint plus Roadmap views, custom issue types and fields, project templates, Workspace plus Plan plus Operate nav. Deals that close turn into projects linked to the account automatically. One system, one record, one source of truth from pipeline through delivery through renewal.
The project record and the account record are the same conversation.
Generic project management tools treat every project as an island. A ticket has a title, a status, an assignee, a due date. That is enough for an engineering team shipping internal features where the stakeholder is a product manager two desks away. It is not enough for a revenue team where the project exists because an account signed a contract, the scope was negotiated by an AE, the delivery is owned by a services lead, and the renewal depends on how the project went. For revenue teams the project record needs to know what the account record knows, and the account record needs to know what the project record knows. The team buying a generic PM tool and gluing it to a CRM with Zapier is building the same bridge over and over, poorly. The team buying one platform where both records sit on one database is building the bridge once, at the schema layer, where it cannot break.
Closed-won handoff
The deal closes and the project already exists.
When a deal moves to Closed Won in Strkr, a flow creates the project record linked back to the account, applies the right project template based on the product sold, assigns the delivery lead by region, and emails the kickoff invite. The handoff meeting your Sales and Delivery teams run every Monday goes away because the handoff happened at Closed Won.
Account context on every ticket
Every issue knows which account it belongs to.
Open any issue in a Strkr project and the right rail shows the account tier, the AE who owns it, the CSM, the ARR, the renewal date, and the three most recent activities on the account. The delivery engineer stops asking Sales for context because the context is already on the ticket.
CSM in the loop before go-live
The CSM reads the project before it ships.
The CSM who owns the renewal is a project member from day one. They see the issues, the risks, the blockers, the slipping milestones. The renewal conversation six months later is not an awkward reintroduction because the CSM was never gone.
One contract, many projects
Nest multiple projects under a single account.
A strategic account with three product lines and two professional-services engagements has five projects under one account record. The account view rolls up status across all five. The AE sees the full picture without opening five tabs. The CSM sees which engagement is at risk without a status report.
Renewal evidence baked in
Project health is renewal health.
A project that shipped on time with zero critical bugs is a renewal signal. A project that slipped three times with escalations is a churn signal. Strkr computes project health rollup on the account record so the renewal AE sees it next to usage, support tickets, and NPS without wiring a BI pipeline.
Services billing in context
Time-and-materials billing reads the same records.
Billable hours logged against project issues roll up to a monthly invoice draft on the account. The services PM does not reconcile a timesheet tool with the CRM. The AE does not chase the services PM for billable context. The invoice is on the same record as the deal that sold the engagement.
Scope creep is a flag, not a surprise
Change orders raise on the account record.
A project issue tagged as out-of-scope raises a flag on the parent account with the hours estimate and the delivery lead who tagged it. The AE sees it before the customer calls. The expansion motion starts from a project signal rather than a quarterly QBR surprise.
Executive visibility
The GM sees pipeline and delivery on one dashboard.
The general manager running a region reads pipeline, forecast, delivery, and renewal from one Strkr workspace. They open the account, see the open deal, the active delivery project, the open support tickets, and the renewal probability on one page. The quarterly steering review stops being a slide deck assembled from four tools.
How Strkr Projects actually works
Eleven-tab project surface, four views, custom everything.
The Strkr project record is the center of gravity for delivery. Eleven tabs cover every mode of work a professional-services or customer-success org runs in a given week: Overview, Issues, Epics, Sprints, Releases, Goals, Reports, Automations, Members, Files, and Settings. Four view types (Kanban, Backlog, Sprint, Roadmap) cover every way a delivery lead needs to see the work. Every field, type, status, workflow, and template is customizable per project type without an admin certification. The default is sensible for a services engagement on day one, and the ceiling is high enough to run the most intricate migration a team can throw at it.
Issues tab
Dense filterable table of every work item.
Filter by type, priority, assignee, epic, sprint, label, due date, or any custom field defined on the project. Multi-select rows and bulk-update status, assignee, sprint, or epic from a floating action bar. CSV export for stakeholder reports. Save filter combinations as named views. The default view for anyone who needs to scan all project work in one dense grid without clicking into Kanban.
Epics tab
Big rocks grouped above individual issues.
Epics are the planning unit above issues. Each epic has its own child-issue list, progress bar, target date, lead, and health status. Sortable by target date, status, completion, or risk. Filter by lead or quarter. Promote a stale issue to an epic when it is clearly bigger than one sprint. Convert an epic back down to an issue if the scope collapses. Change the parent epic on any issue with a two-click dropdown.
Sprints tab
Time-boxed delivery with burndown and capacity.
Create a sprint, pick a date range, pull issues from the backlog with drag-and-drop and a per-assignee capacity bar that reflects OOO ranges and Mon-Fri workday math. The Sprints tab shows the burndown, the by-assignee breakdown, and the Kanban board scoped to the active sprint. Capacity drawer handles per-sprint overrides for part-time contributors. Close a sprint, roll uncompleted issues to the next sprint, and generate the sprint review notes from the completed set.
Releases tab
Package work into shippable releases.
Group issues under a release, track progress toward the release target, generate markdown release notes from the included issues, email the stakeholder distribution list on ship. Filter releases by status, expand a release row to see every included issue inline, edit the release in a modal without leaving the tab. Releases are first-class objects: they have owners, due dates, custom fields, and automation triggers of their own.
Goals tab
Objectives with inline-editable key results.
Period plus Status chip filters, scope badge for project versus workspace scope, inline-editable KRs with a modal editor for deeper edits. Link KRs directly to the issues or epics that move the number. The services PM tracks the engagement objectives next to the issues that support them, not in a separate OKR tool that nobody opens between planning and QBR.
Reports tab
Period toggle plus CSV plus six-card grid.
Throughput, cycle time, scope creep, overdue count, by-assignee load, by-type mix. Toggle between 30d, 90d, YTD. Export any card to CSV for the monthly steering review. Click into any card to see the underlying issues. No separate BI dashboard, no custom report consultant, no stale copy of yesterday's numbers in a shared Google Sheet.
Automations tab
Project-scoped automation rules.
Reuses the full Strkr automation builder with a projectId prop so triggers are scoped to this project. "When any issue in this project moves to Blocked, post in #delivery-escalation and tag the project lead." Save-and-publish without leaving the project record. Workspace-scope rules and project-scope rules coexist on the same engine, so a global rule and a project-specific override run in a predictable order.
Settings tab
Workflow, members, custom fields, archive.
Sub-nav icons for Workflow, Members, Custom Fields, Types, Statuses, and Archive. Fork the workspace workflow for this project, revert when needed, grant per-project member permissions, archive the project when the engagement ends. The project lead has implicit admin on their own project, with hasProjectPerm helpers scoping sprint, release, goal, member, and customize permissions. Fine-grained without demanding a dedicated admin role for every change.
Board view
Density plus color-by plus group-by Kanban.
Kanban board with a popover for density, color-by (priority, type, assignee, epic), and group-by (status, assignee, epic, sprint). Richer IssueCard with assignee avatar, type icon, priority, labels, and a story-point chip. Sprint strip above the columns, assignee filter in the toolbar, saved views for the standup owner. The daily standup view the whole delivery pod uses without a shared screen fight over whose filter is active.
The CRM-handoff problem
Why the account and the project belong on the same database.
Every revenue team that has ever bought both a CRM and a separate project management tool has lived the same pain. The deal closes in Tool A. Someone has to re-create the project in Tool B. The CSM gets added to Tool B six months later and discovers the kickoff decisions were made in a Slack channel that nobody can find. The AE gets asked for a status update and does not have access to Tool B. The renewal conversation starts with "remind me what we actually shipped." All of this is solved by putting the two records on the same database. The engineering cost of that solution is nontrivial, which is why no incumbent CRM has shipped a serious projects module in the last decade. Strkr shipped one as a native tier-one product because the revenue-team customer we are building for was already paying for both halves anyway.
Single source of truth
One record ID, one access-controlled view.
The account record has a Projects tab. The project record has an Account field. There is no sync job, no webhook, no middleware. The AE opens the account, sees the project. The services PM opens the project, sees the account. Nobody re-keys data at a handoff gate.
No sync job to break
The integration that cannot fail is no integration.
Teams that run a CRM plus a separate PM tool spend operations hours chasing broken syncs. Field mismatches, stale caches, deleted records that keep reappearing. Strkr removes the integration surface entirely. The project and the account are not two systems talking to each other. They are two tabs on the same database.
Permission alignment
If you can see the account, you can see the project.
Strkr permissions apply across modules. A rep whose team owns the account can see the project. A rep whose team does not own the account cannot. There is no second permission matrix to reconcile with the first, no "wait, the delivery team can see all accounts" security review, no shadow admin for the PM tool.
Shared custom objects
A custom object defined once is readable everywhere.
Define a custom object called "Milestone Payment" tied to accounts. Projects reference it. Deals reference it. Reports roll up on it. In a bolt-on PM tool, that custom object would need to be duplicated and synced. In Strkr it exists once, with one schema, one history, one audit trail.
Shared automation
One flow engine, one DAG, one failure mode.
The same visual flow builder that routes leads in the CRM creates projects on Closed Won, moves issues to Done on invoice-paid, and emails the AE when a project crosses a risk threshold. One engine, one trigger catalog, one place to debug a flow that misfired. Not two automation systems quietly fighting each other.
One pricing conversation
The seat covers CRM and Projects.
The delivery lead already has a Strkr seat because they need to read the account record. Adding the Projects module to that seat is incremental, not a second $29-per-user bill from a separate vendor. For a 50-person services org, the math versus running Asana plus HubSpot is around $20,000 per year in favor of the native model.
Renewal signal
Project health rolls up to the renewal view.
When the renewal AE opens the account 90 days before renewal, the view shows ARR, usage, support ticket trend, NPS, and project health. Project health is a weighted score of on-time delivery, open critical bugs, overdue issues, and escalation count. Strkr computes it nightly. The renewal AE calls into the right conversation on day one.
Audit trail
One history across pipeline and delivery.
The account activity timeline shows the lead-to-opportunity transition, the stage changes, the Closed Won, the project creation, the sprint-by-sprint delivery milestones, the go-live date, and the renewal motion. A single audit stream, with the same timestamp precision, searchable from one bar, exportable to CSV for compliance review.
What differentiates Strkr Projects
Where Strkr lands against Asana, ClickUp, Monday, and Jira.
Strkr Projects is not trying to beat Asana at task management or Jira at engineering workflow. Those tools are good at what they do. Strkr Projects wins on exactly one axis: the project record and the account record share a database. For a revenue team, that single axis changes the math on handoff, visibility, renewal, and billing. For an engineering team shipping internal features where the stakeholder is a product manager two desks away, that axis does not matter, and we would not pretend otherwise. The honest comparison is which category of team you are optimizing for, and the dishonest pitch is pretending one tool wins at everything.
Versus Asana
Asana has zero CRM awareness.
Asana is clean, well-designed, and loved by marketing teams. It also has no idea what an account is, what an ARR number is, or who the AE on the deal was. A revenue team running Asana plus a CRM lives in two separate workspaces with a flaky Zapier bridge in between. Strkr collapses the bridge.
Versus ClickUp
Feature-rich, CRM-blind by design.
ClickUp has more features than most teams can learn and a reputation for being hard to configure. Its CRM integration is a webhook-based bolt-on that stays shallow. For a revenue team, the integration surface is the whole product, and shallow is the enemy. Strkr makes CRM depth the default rather than a configuration project.
Versus Monday.com
CRM-adjacent, two separate workspaces.
Monday.com ships both a Work OS and a Monday CRM. They share a visual language but not a data model. A record in Monday CRM does not have the same primary key as the same record in Monday Projects. Teams end up building the bridge inside Monday that they would have built between Monday and anything else.
Versus Jira
Jira is for engineering, not revenue.
Jira is excellent at engineering workflow. Branches, pull requests, CI pipelines, deep hierarchy. It is also complex, opinionated toward dev teams, and philosophically indifferent to who the customer is. A customer-success team running Jira ends up fighting the tool. Strkr Projects fits revenue motions without the engineering tax.
Versus Rocketlane
Rocketlane is onboarding-only.
Rocketlane is a focused product for customer onboarding, and it is good at that one shape. Teams that run post-sale across onboarding, implementation, services, and renewal need a project tool that covers all four shapes, not one. Strkr Projects is the full-lifecycle tool, with onboarding as one of the templates.
Native custom fields
Fourteen issue field types, including a user picker.
Text, long text, number, currency, date, datetime, select, multi-select, boolean, user, multi-user, URL, email, phone. Shared FieldTypePicker across CRM and Projects so a services PM configures a custom field in Projects the same way an admin configures one on contacts. One mental model, one keystroke pattern, one audit trail.
Project templates
Six client templates, custom types fully supported.
Six built-in templates cover implementation, onboarding, migration, delivery, QBR, and generic client engagement. Each one applies a set of statuses, issue types, custom fields, and starter issues. Fork a template, modify it, save it as a workspace template. The services ops lead manages the template library like a CRM admin manages page layouts.
Workflow fork and revert
Per-project workflow without workspace drift.
Every project starts with the workspace workflow. A project lead with the right permission can fork the workflow for that project, add a status, change a transition rule, and keep going. If the custom workflow stops making sense, click Revert to re-align with the workspace default. No admin ticket, no drift blast radius.
Dependencies and blockers
Blocker-of, blocks, involves-me, cross-project.
Link issues across projects with Blocker-of or Blocks relationships. The project record shows the dependency graph. The My Issues page has an Involves-me tab for every open dependency where you are the assignee or the blocker. Cycle detection prevents circular blocking. Delivery leads see what is actually stuck versus what is just late.
Global command bar
Ctrl+K jumps anywhere in Projects.
Open the command palette with Ctrl+K and search across projects, issues, epics, sprints, releases, goals, and members. Fuzzy match the issue key, the title, the assignee, or any custom field flagged as searchable. Jump directly to the record, or open it in a side-sheet without leaving your current view. The services PM switching between four active engagements never loses context.
Three real revenue-team project playbooks
How teams actually use it in production.
None of what follows is theoretical. These are the shapes of work that Strkr customers run on the Projects module today, built on the same flow engine, the same CRM records, and the same field model that powers the rest of the platform. Each one combines the CRM and the project side on the same records, which is the whole reason the Projects module exists. If you can describe the shape of a revenue motion in words, you can build it as a Strkr project template in an afternoon.
Customer onboarding
Closed Won fires a 30-day onboarding project.
Deal moves to Closed Won. Flow creates a project from the "SaaS Onboarding" template with a kickoff epic, three implementation sprints, a go-live release, and the first-month CSM touchpoints as scheduled issues. CSM, AE, and services lead are added as project members on creation. Day 1 kickoff invite goes out automatically. Day 7 adoption check-in is an issue on the CSM. Day 30 go-live retrospective lives on the account activity timeline alongside the deal that originated the engagement.
Professional services engagement
Scoped SOW turns into a billable project.
An AE closes a professional-services engagement. Flow creates a project from the "PS Engagement" template with a scope epic, milestone payments as issues, and billable hour fields on every work item. Weekly logged hours roll up to the account for invoicing. Scope-creep tags raise a flag on the account for the AE to catch expansion.
Renewal motion
A renewal 60 days out is a 90-day project.
60 days before renewal_date, a flow spins up a "Renewal Motion" project linked to the account. Issues cover usage review, exec sponsor alignment, pricing proposal, legal redlines, and the signed order form. CSM owns the project, AE is a member, the renewal opportunity on the deal side is linked. The renewal becomes a tracked motion rather than a last-minute scramble.
Account escalation
A critical bug on a strategic account owns a swarm.
When a support ticket on a strategic account hits severity Critical, a flow creates an escalation project with the account linked, pulls in the AE, CSM, delivery lead, and support engineer, and sets a 48-hour target for the root-cause issue. The escalation becomes a project with its own retro, its own lessons-learned document, and its own closed-loop status update to the account exec sponsor, not a Slack thread that evaporates after the fire is out.
QBR delivery
Every strategic account gets a QBR project per quarter.
A quarterly flow creates a QBR project for every account tagged strategic. The project has issues for data pull, slide prep, exec alignment, pre-read send, and the QBR meeting itself. The CSM uses the project checklist as the QBR runbook. The outcomes become issues on the account record, not slides lost in a Google Drive folder nobody opens between quarters. The next QBR picks up every outstanding item from the previous one automatically.
Migration delivery
Multi-month migration under one roof.
A customer migrating from a legacy system gets a migration project with a data-mapping epic, cutover sprints, UAT release, and go-live milestone. Status rolls up to the account health field. The AE sees the migration risk alongside ARR. The CSM runs the project. The renewal AE inherits the full history when the engagement wraps.
Expansion play
A satisfied engagement spawns a cross-sell project.
A delivery project wraps on time with a positive final survey. A flow raises an expansion opportunity on the account, creates a short discovery project linked to the opportunity, and schedules the AE discovery call. The CSM is the expansion signal, the AE is the owner, the project is the shared workspace. No handoff lost in a Slack DM.
Partner delivery
A partner-led project under your workspace.
An integration partner delivers the engagement under your contract. The partner lead gets project-member access, scoped to this project only. They log hours, update statuses, and raise flags on the account. Your AE and CSM read the same board. The partner sees nothing beyond this one project. Permission alignment keeps the walls clean without a separate workspace.
Health check
Quarterly adoption review as a tracked project.
Every mid-market account gets a quarterly adoption review project that pulls usage metrics, support trends, and open feature requests. The CSM walks the account through the review on a scheduled call, logs outcomes on the project record, and raises issues for any gap worth tracking. The next quarter's review inherits the open items. Nothing falls into the void between QBRs.
Projects on Pro: unlimited projects, unlimited issues, project templates included.
Projects ships on every paid tier. Starter covers five active projects per workspace. Pro and above are unlimited. Project templates, custom issue types, custom fields, Automations, and the full Kanban plus Backlog plus Sprint plus Roadmap view set come standard at every tier. There is no separate Projects seat charge for a user who already has a Strkr CRM seat. Open a trial on a Friday afternoon, migrate your onboarding runbook over the weekend, run Monday standup on the new board. The services ops lead who runs the migration will not need an admin certification, a professional-services engagement, or a procurement cycle to make the switch.
How is Strkr Projects different from Asana or ClickUp?
Strkr Projects is designed for revenue teams, not generic project management. The core difference is data model: a Strkr project record and the account record it belongs to live on the same database, with the same primary keys, the same permission model, and the same automation engine. Asana and ClickUp are standalone PM tools that integrate with CRMs through webhooks or Zapier, which means field drift, broken syncs, and separate permission matrices. For a revenue team that spends most of its project time on customer-facing work, native beats bolt-on every time. For a marketing team coordinating internal campaigns, Asana may still be the better fit.
Can non-engineering teams use Strkr Projects, or is it opinionated like Jira?
Strkr Projects was built for customer success, professional services, implementation, and onboarding teams first. The default templates and nav shells reflect that. There is a Workspace, Plan, and Operate structure that mirrors how services orgs run their week, not how engineering teams run their sprint. Custom issue types, custom fields, custom statuses, and custom workflows mean you can configure the surface for any team shape. Engineering teams can use it too, but it is not pretending to be Jira.
What happens when a deal closes in the CRM?
A flow runs on the Closed Won stage change. The flow creates a project record linked to the account, applies the project template chosen for the product sold, assigns the delivery lead by region or round-robin, adds the AE and CSM as project members, and emails the kickoff invite. All of this is configured in the Flows builder with no code. The handoff meeting that services and sales usually run on Monday morning becomes unnecessary because the handoff has already happened on the record.
Does Strkr Projects support sprints, backlogs, and roadmaps?
Yes. The Sprint view is a time-boxed delivery surface with a burndown chart, a by-assignee breakdown, and a capacity drawer that handles OOO dates and per-sprint overrides. The Backlog view is a shared sortable list with drag-into-sprint and collapsible groups. The Roadmap view is a Gantt-style timeline with sprint swimlanes, epic bars, a today marker, and drag-to-reschedule. The Kanban board rounds out the four main view types. Teams can mix and match without switching projects.
Can I customize issue types and fields the way I would in Jira or Salesforce?
Fully. Custom issue types are defined per project type, with their own icon, color, workflow, and field layout. Custom fields support fourteen types including user and multi-user pickers scoped to project members. Workflows can be forked per project from the workspace default and reverted when they drift. Templates can be saved at the workspace level and re-applied to new projects. The shared FieldTypePicker is the same component used in the CRM, so an admin configures Projects the same way they configure Contacts.
How does billing work for professional-services teams running Strkr Projects?
Billable hours logged against project issues roll up to a monthly invoice draft on the parent account. Services PMs log hours directly on the issue they are working on. The account view shows total billable hours by month, remaining retainer, and over-run flags. Scope-creep tagging on an issue raises a visible flag on the account for the AE, which is often the earliest expansion signal in a services engagement. Full time-and-materials billing lives on the same record as the deal that sold it.
What is the pricing for Strkr Projects?
Projects ships on every paid Strkr tier. Starter includes up to five active projects per workspace. Pro, Scale, and Enterprise are unlimited. Project templates, custom issue types, custom fields, and the full Automations builder are included at every tier. There is no separate Projects seat charge for a user who already has a Strkr seat for the CRM. For a mid-size services org already on Strkr, enabling Projects is a workspace setting rather than a procurement cycle.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
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