Project Management Made Easy

Keeping Projects Moving From Kickoff to Completion

Is inefficient project management delaying deadlines and hindering your profitability? 

With CommonThread’s structured project management, reminders, alerts, and automated workflows, your company’s best practices can easily be facilitated to keep you on task and on time.

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    Easily create, schedule, and assign tasks to yourself and your team members.
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    Track multiple projects at once with configurable dashboards.
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    Automatically schedule and send follow ups, review emails, and communicate directly to customers in one place.
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    Create workflow actions to automatically complete tasks, move projects forward, assign next steps and send alerts with one click.
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    Provide a direct client / donor self-service portal for seamless client relation experiences.
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    Store all important and relevant files in a unified database, managing multiple data types and workloads from a single platform.
MANAGE YOUR PROJECTS

“Our team loves CommonThread because it has made our entire work process easier. We have better data, better reporting, and it allows us to manage our clients more efficiently.”

–Allison Thomas, Tribunus Health

Companies That Trust CommonThread

Increase your efficiency and productivity with automated project managment.

By automating tasks and workflows through CommonThread’s project management tools, you are providing your team with more free time to focus on work that truly make a difference

Enhanced Project Visibility and Tracking

  • Easily assign and schedule tasks for yourself and your team members.
  • Keep track of a project’s status, project manager, and other important data all in one place.
  • Send items to assigned project manager for approval.
  • See all of your projects in one place from a bird’s-eye view to avoid bottlenecks and careless errors. 

Improve Client Communication and Relationship Management

  • Provide your clients with a self-service portal so they can access your support at any time. 
  • Automate follow-ups, check-ins, and communications directly with clients in your system.
  • Securely schedule appointments with the unified database scheduler.
  • Segment loyal customers for exclusive offers, loyalty programs, and personalized incentives.
GET STARTED
AUTOMATE YOUR DAY TO DAY

Manage Your Projects with Configurable Dashboards

  • Display only the features your team needs, making critical data points easy to find.
  • Create reports based off customized data fields from various sources, allowing for quick and relevant data analysis.
  • Automatically email reports or, even better, reduce the number of emails by displaying the reports in a real-time dashboard.

Increased Efficiency with Automated Tasks

  • Automate routine tasks such as data entry, scheduling, follow ups, and notifications, saving you time and money.
  • Automated workflows provide your team with more free time to focus on the important parts of the business that truly make a difference.
  • Trigger emails or texts based on actions- so your leads and clients get the info the need, exactly when they need it.
SCHEDULE A DEMO
DESIGN YOUR DASHBOARD

Your Journey

Our Quick Focus process brings your team from initial meeting to implementation quickly and efficiently. Take a look at how we make your journey to productivity as simple as possible.

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