Product
Projects

Project management for teams that already use the rest of Cyril.

Tasks, projects, milestones and timelines that belong to the clients you already manage. Ask Cyril creates tasks when you ask, and incoming mail can become a task on the right project.

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The Cyril Projects list, showing client engagements with their status, deadline and billing type.

What Projects does for you

Projects, tasks, and timelines that live on the same data graph as your Sales, support, and financials. Ask Cyril answers from your projects the same way it answers from your pipeline.

Lists, boards, timelines: Same records, different views. Pick the layout your team works best in; the data underneath stays consistent.
Tasks tied to clients: Every task sits in a project that belongs to a client, so delivery rolls up to the customer record. Project context is one click away.
Automation built in: Trigger task creation from Sales stage changes, support tickets or project events, with one automation engine across modules.
AI that creates and routes tasks: Ask Cyril can create tasks when you ask, and incoming mail can become a task on the right project.

A deal closes. The project starts itself.

Cyril’s automation engine wires Sales stages, project lifecycles, support routing, and financial events into one continuous flow. Same data graph, one rule set.

Deal wonProject createdKickoff scheduled
Ticket openedTask createdSLA started
Project milestoneInvoice draftedCustomer notified

Engagement kickoff checklistCompleted

Sales 09:41

Deal won: Kestrel Advisory Engagement

Projects 09:41

Project created with the kickoff checklist6 tasks, owner Claire Donovan

Calendar 09:42

Kickoff workshop scheduledThu 3 Sep, 10:00, 4 attendees

Run logged step by step

Delivery status is visible where the invoicing happens.

Financials read from projects as well as deals, so "what is shipped" and "what is invoiced" are answerable together rather than reconciled at month end. Every task sits in a project that belongs to a client, which means the question "is this account in trouble" reaches delivery without anyone exporting anything.

Projects and invoices on one graph, so margin is current
Tasks roll up to the client through their project
A support escalation can create the task, not a webhook

The Cyril Projects list: advisory engagements for Ridgeline, Kestrel, Pemberton, Halloway and Sandbar with status, deadline and billing type.

ROWA-1001

From the Kestrel phase 2 milestone

Draft total59,085.00

Common Projects questions

How does this compare to standalone project tools?

Cyril’s projects module is built to live alongside Sales, support, docs, and financials on one graph. Standalone tools require integration glue to read CRM context; Cyril is the source of truth.

Is this a full project tool or a light add-on?

Lists, boards and timelines over the same records, with tasks, dependencies and automation. What it is deliberately not is a standalone product with its own copy of the customer. Resource levelling and critical-path scheduling are thinner than a dedicated PPM tool — if those are your core need, keep the specialist.

Can we use Projects without using Sales?

Yes. Modules are part of one platform rather than a bundle you assemble, and nothing forces a project to have a deal attached. You lose the cross-module answers this page is about, which is the point of the trade rather than a hidden catch.

Do project tasks show up for the customer?

Only projects you mark as visible appear in the client portal, which is free and unlimited for customer users, showing milestones and progress. Internal tasks stay internal.