Project Management · Inside the CRM

A project management tool that lives inside Salesforce.

For the first time, run onboardings, renewals, implementations, and expansions where the account actually lives. List view, Gantt, Kanban. Templates, chats, AI analysis on every project completion.

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salesforce / keflo · projects · gantt 14 active
Project W1W2W3W4W5W6W7W8
Acme onboarding
On track
Globex renewal
At risk
Initech impl.
Migrate → Train
Hooli kickoff
Stakeholders
1st
PM tool inside Salesforce
2↓
SaaS bills killed (Monday, Asana)
3
Views: List, Gantt, Kanban
0
Context-switching

Three views. One project.

Switch on the fly. The data never leaves Salesforce.

LIST VIEW
Kickoff call Sara
Data migration plan Marco
SOC2 review Sara
Training session Priya

List view

Sortable. Filterable. Bulk-editable. Inline updates — never opens a slow detail page.

GANTT VIEW
Kickoff
Migrate
SOC2
Train

Gantt view

Real dependencies. Drag a bar — downstream auto-shifts. Critical path highlighted.

KANBAN VIEW
TODO
Training plan
Acceptance
DOING
Migration
SOC2
DONE
Kickoff ✓

Kanban view

Drag cards across statuses. WIP limits. Swimlanes per CSM, account, or stage.

Templates · chats · AI

Define a playbook once. Run it forever.

Standardize how you onboard, renew, expand, save. Templates create the project structure in one click. In-context chat per task. And when a project ends, keflo writes the retro for you — what worked, what slowed it, what to change next time.

  • 01 Reusable templates per playbook (onboarding, renewal, save)
  • 02 Chats threaded to tasks — context never lost
  • 03 AI completion analysis: what worked, what slowed it down
  • 04 Cross-project insights: "Migrations average 3.4 weeks. This one is 6."
PROJECT COMPLETION · AI RETRO
Acme onboarding · Completed in 5.2 weeks
Target: 4 weeks · 30% over · 11 tasks · 0 blocked
WHAT WORKED
SOC2 prep started in week 1, not week 4 — saved ~10 days vs. last 5 onboardings.
WHAT SLOWED IT
Data migration blocked for 9 days waiting on customer DBA. Template now flags this as known risk.
RECOMMENDATION
Add "DBA availability confirmed" as a prerequisite in the onboarding template.

Your CSMs are about to cancel three SaaS bills.

15-minute demo. We install in your sandbox, build an onboarding template on your data, you decide.

Book a demo →