The handoff from sold to delivered is where the record goes dark.
The deal closes, and the customer disappears into a spreadsheet, a whiteboard, or somebody's head. Three months later nobody can say what was promised, what it's costing, or whether the customer is still happy. Tidela for Projects keeps the work after the sale in the same place as the sale, with the same assistant watching both.
Your own stages. A timeline. Every project tied to the customer and the deal behind it.
Projects · this week
In progress · target Nov 14 · Northwind Builders · no activity in 9 days.
Scheduled · starts Nov 3 · linked to the $62,000 deal.
Target Oct 31 · final walkthrough Thursday, on your calendar.
The sale was tracked. The work never was.
"Where are we on the Riverside job?" gets three different answers from three people.
What the sales rep promised and what delivery heard are two different things, and the customer remembers the first one.
A project slips for two weeks before anyone notices, because no one was looking at all of them at once.
The customer's history is split: the sale in one place, the work in another, the emails in a dozen inboxes.
The repeat customer who loved the last job never hears from you, because "finished" meant "forgotten."
Your project tool and your sales tool have never met. The AI in either one knows half the story.
The work, in the same place as the customer.
Everything below is in the product today. Nothing here is a roadmap item.
Your own stages, on a board and a list
Name the stages the way your work actually moves, Scheduled, In progress, Punch list, Closed, whatever fits. Each project carries a health (on track, at risk, off track), a priority, an owner, and start, target and actual dates.
A timeline you can read in one look
The Timeline view draws every project as a bar from start to target date, colored by health, with a line for today. Overdue projects are ringed. Undated ones are listed underneath so nothing hides.
Tied to the customer and the deal
Every project links to the accounts, contacts and deals behind it, so the customer's page shows the sale and the work together, and the fifth job knows about the first four.
Activity, documents and your fields
Calls, meetings, notes and tasks log against the project. Files and links attach to it. Add the custom fields your work needs, site address, permit number, crew lead, and they show up everywhere the project does, including in the assistant's answers.
The assistant knows the work, not just the sale.
Ask about a project the way you'd ask a project manager. Tidela answers from the project's stage, health, dates, linked customer and deal, activity and your custom fields, grounded only in what's actually recorded. If something isn't there, it says so.
- ✓ A status summary and the single next move on any project, on a click.
- ✓ Run an AI Workflow on a project, the same way you can on a deal.
- ✓Read projects from Claude or ChatGPT through the Tidela connection. Set it up →
Today, and what's coming for project work.
- ✓Today: Microsoft 365 calendar both ways, so a site walk on the project is on your calendar and a meeting on your calendar with a known contact shows up on the record.
- ✓Today: projects in the REST API and in the MCP connection for your AI assistant.
- ✓Today: Tidela for Projects alongside Tidela for Sales, or on its own if you keep your CRM elsewhere.
- ✓On the roadmap: Procore and Autodesk Build read into Tidela, so the project you run there is the project the assistant knows. Not available yet. Full list →
Built for the trade
Sales and Projects set up for bids, jobs and crews, in the language of the trade.
See the edition →Keep the work where the customer is.
Set up your stages by talking, link the first project to a deal, and ask the assistant where things stand. Free to start, no card required.