Keep the momentum going after the contract is signed. Shift immediately from the sales phase to project execution with zero administrative lag or downtime.
Stop copying and pasting line items. The extension automatically translates every single line item from your Zoho CRM quote into an independent, actionable task inside Zoho Projects.
Ensure execution matches the agreement perfectly. The tool dynamically transfers the detailed description of each quote item straight into the description of the corresponding task, keeping requirements intact.
Maintain pristine database order. The system automatically names your new project using the exact text from the quote's Subject field, ensuring a clean, easily searchable trail across both platforms.
Your Free Trial Includes
Convert signed quotes into fully formed projects inside Zoho Projects instantly.
Transform line items from your CRM quote into structured task lists automatically.
Transfer detailed item descriptions directly into task descriptions to guide your execution team.
Automatically pull the quote's Subject field to create matching project titles.
Explore 100% of the premium operational workflows for 10 full days with zero hidden limitations.
4 Simple Steps to Boost Your CRM
Discover on Marketplace
Activate Full Access
Easy Configuration
Unlock Endless Value
Switch to a paid subscription after your trial to keep your business running smoothly without interruption.
See How Businesses Succeed with Zoho
"We used to manually copy and paste dozens of line items from CRM quotes into Zoho Projects tasks for every new client. This extension does it all in one single click."
"This tool bridged the gap between our sales reps and technical teams perfectly. The moment a quote is approved, we hit the button, and the project is live with the exact same name and scope."
"I was just about to write a massive custom Deluge script to handle this workflow when I found this extension. It installed in minutes, needs zero custom maintenance, and handles heavy line-item tables without a single glitch."
"When you're busy, it’s easy for a team member to forget a small service item when setting up a new project manually. This widget completely eliminated that risk. Our project scope now matches the signed invoice 100% of the time. Simple and highly reliable."
Our Pricing
$9/m
Per Organization
Compatible Zoho CRM Editions:
Standard,
Professional,
Enterprise,
CRM Plus,
Zoho One,
Ultimate
$99/y
Per Organization
Compatible Zoho CRM Editions:
Standard,
Professional,
Enterprise,
CRM Plus,
Zoho One,
Ultimate
