The Openx CRM Roadmap + Insights Engine adds powerful project-dashboard reporting and workflow visibility to Openx CRM. Inside your admin panel you’ll gain a complete view of every project’s milestones, tasks, statuses and performance trends — all in one place. The engine filters, segments and visualises data so you truly understand what’s happening across all your initiatives.
Advanced project-reporting dashboard: view summaries of all projects (tasks, milestones, overdue items, status changes).
Flexible filters: filter by project status, milestone, task owner, date range, custom fields or project-type.
Milestone & task-level tracking: drill into each project to see how tasks and milestones are progressing.
Support for custom project statuses: works seamlessly even if you’ve defined your own project statuses.
Exportable reports: generate report outputs (PDF, CSV) for board-meetings or client-deliverables.
No manual coding required: install, activate and configure via Openx CRM settings.
Fast installation & activation.
Real-time integration: data reflects live state of projects inside Openx CRM.
Get full visibility into project health at a glance.
Monitor teams, tasks and milestones proactively rather than reactively.
Make better decisions quickly with filtered insights, not generic reports.
Deliver clients transparent updates and enhance trust.
Align internal teams around performance metrics, overdue items and bottlenecks.
Scale operations without losing control — as your number of projects grows, you still stay on top.
Design or construction agencies using Openx CRM who need better project tracking and client-reporting.
Service providers managing multiple projects with different teams, wanting unified dashboard.
Businesses needing to demonstrate performance (milestones completed, tasks closed, time vs budget) to stakeholders.
Firms using custom project-statuses or workflows — the module adapts accordingly.
Because you already use Openx CRM for leads, clients, projects and tasks — now you deserve an extension that gives you insights and control. This module bridges the gap between raw project data and strategic decision-making.
