Workbooks, a leading CRM provider, has recently introduced advanced project management features directly into its CRM platform. This integration aims to streamline workflows, improve resource allocation, and enhance revenue tracking for businesses. In a recent press release, Workbooks highlighted how these tools enable simplified project and task management, optimize team efficiency, and provide better financial oversight. The company is introducing two new project management tiers – Project Management Core and Project Management Pro. The Core tier includes features like task tracking, resource allocation, customizable dashboards, and real-time reporting, while the Pro tier offers advanced functionalities such as multi-company management, multi-currency support, and enhanced security measures. Existing customers will benefit from the Advanced Projects add-on, ensuring seamless integration and scalability while maintaining cost efficiency. According to the Chief Marketing Officer, Dan Roche, integrating CRM with advanced project management provides a unified platform that delivers direct benefits to business leaders and project managers in mid-size service companies. Early adopters have reported significant business advantages, sparking interest from other customers and prospects. Workbooks currently serves over 1,400 mid-market customers worldwide and is continuously evolving to meet the changing needs of businesses.