Your CRM shouldn't be separate from your project management. When contacts, corporations, and projects are linked, context is always one click away.
A CRM that doesn't know about your projects is just an address book. And a project management tool that doesn't know about your clients is just a task list. The power is in the connection.
Corporations as the anchor
In agency work, the corporation is the anchor entity. A corporation has contacts (the people you work with), projects (the work you do for them), invoices (the money they owe you), and bank accounts (where payments come from).
When these are linked, clicking on a client corporation shows you everything: who the contacts are, which projects are active, what invoices are outstanding, and what payments have been received. That's a complete picture of the relationship.
Contacts with context
A contact isn't just a name and email. It's a person who holds a position at a corporation and is associated with specific projects. When you're about to send an invoice, you need to know who the finance contact is. When you're scheduling a review meeting, you need the project manager's details.
Linking contacts to corporations and projects gives them context. "Daniel Lim, CTO at Pinnacle Retail, associated with the E-Commerce Platform project" is infinitely more useful than "Daniel Lim, [email protected]."