Deals vs. projects: when to use each
Deals and projects help teams manage different parts of the customer journey in Pipedrive.
In most cases, deals support the sales process, while projects help organize the work that happens before, during or after a sale.
Understanding deals and projects
| If you need to... | Use deals | Use projects |
|---|---|---|
| Manage sales opportunities and track potential revenue | ✔️ | |
| Manage onboarding, delivery or implementation work after a sale | ✔️ | |
| Keep sales and delivery information connected | ✔️ Linked to projects | ✔️ Linked to deals |
Deals
Deals help sales teams track opportunities from the first conversation to a won or lost outcome.
Deals move through stages in the pipeline view, helping sales teams organize follow-ups, meetings, proposals and negotiations in one place.
Projects
Projects are commonly used after a deal is won, when teams shift from selling to delivering work. It’s used for onboarding, implementation or delivery processes.
Projects move through phases in a project board, where teams can track tasks, activities and milestones related to customer work.
Use deals and projects together
When a project is linked to a deal, teams can access customer and sales information from both items without losing context.
From the project detail view, you can review information connected to linked deals, including files, notes and email history.
In the deal detail view, users can also see linked projects and monitor post-sale progress.
AI deal handover
When adding a new project linked to a deal, you can generate an AI-powered project brief based on the linked deal information.
The generated brief helps delivery teams quickly understand what was sold, who the customer is and any important commitments made during the sales process.
The deal handover brief also suggests values for project fields based on your deal information.
You can accept, edit or decline these suggested field updates.
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