Dewx CX Hub Projects: Kanban Project Management Built Into Your CRM
Managing client work across disconnected tools is one of the biggest productivity killers for small and medium businesses. You close a deal in your CRM, then jump to Trello to create a project board, then hop over to Slack to tell your team about it, then back to your CRM to update the deal status. Sound familiar?
Dewx CX Hub Projects eliminates that chaos entirely. It brings full Kanban-style project management directly into the same platform where you manage your contacts, deals, conversations, and team communication. No more tab-switching. No more lost context. No more paying for yet another SaaS subscription.
In this post, we will walk through exactly what CX Hub Projects offers, why it matters for SMBs, and how it fits into the broader Dewx ecosystem to give your team a genuine operational advantage.
Key Takeaways
- Dewx CX Hub Projects adds full Kanban project management to your CRM, replacing standalone tools like Trello, Asana, and Monday.com.
- Projects are directly linked to your CRM contacts and deals, so client delivery and sales stay connected in one place.
- Customizable boards, columns, task assignments, priorities, and threaded comments give your team everything needed to manage work visually.
- The built-in AI assistant, Dew, can create tasks, update statuses, and assign work through natural language commands.
- SMBs save $10-20 per user per month by consolidating project management into their existing Dewx platform.
The Problem With Disconnected Project Management
Let us be direct about what most small businesses deal with every day.
Your sales team closes a deal in HubSpot or Pipedrive. Then someone manually creates a project in Asana. A designer gets notified in Slack. The account manager tracks deliverables in a spreadsheet. The client asks for a status update, and three people scramble to piece together what is actually happening.
This is not a workflow. It is a workaround.
The fundamental issue is that project management and customer relationship management have been treated as separate concerns for far too long. But for SMBs, where the person closing the deal is often the same person managing delivery, this separation creates real friction. Context gets lost. Updates fall through the cracks. Clients get frustrated. Your team burns hours on coordination that should be automatic.
Dewx was built from the ground up to solve this. The CX Hub is not a bolt-on feature. It is the core of how Dewx thinks about customer experience, and Projects is a critical piece of that architecture.
What Is Dewx CX Hub Projects?
CX Hub Projects is a full-featured project management module built natively into the Dewx platform. It gives your team Kanban boards, task management, collaboration tools, and workflow customization, all connected to your CRM data, messaging inbox, and AI assistant.
Here is what that looks like in practice.
Projects
Every piece of work starts with a project. Whether it is a client onboarding, a marketing campaign, an internal initiative, or a support escalation, you create a project and give it structure.
Each project includes:
- A descriptive title and detailed description so everyone understands the scope
- Team members assigned with specific roles, so accountability is clear from day one
- Deadlines that keep work on track and visible to the entire team
- Direct links to CRM records so you can always trace a project back to the deal, contact, or company it belongs to
This is not a generic project tool that happens to sit near your CRM. Projects in Dewx are aware of your customer data. When you create a project from a deal, the context carries over. When a project status changes, your CRM reflects it.
Kanban Boards
Each project gets its own visual Kanban board. If you have used Trello or Monday.com, you will feel right at home, but with one critical difference: everything here is connected to your customer data.
Boards give your team a clear, visual representation of where every task stands. Drag a card from "In Progress" to "Review" and the entire team sees the update in real time. No status meetings required.
The default board setup includes columns for To Do, In Progress, Review, and Done, but that is just a starting point.
Customizable Board Columns
Every team works differently. A software development team might need columns for Backlog, Sprint, QA, and Deployed. A design agency might prefer Brief, Drafts, Client Review, and Approved. A support team might use Reported, Investigating, Waiting on Customer, and Resolved.
CX Hub Projects lets you create, rename, reorder, and delete columns to match your actual workflow. Each project can have its own column structure, so your marketing board does not have to look like your engineering board.
This flexibility matters more than most people realize. Rigid project tools force your team to adapt to the software. Dewx adapts to your team.
Project Tasks
Tasks are where the actual work lives. Each task on your board can include:
- An assignee (or multiple team members) so ownership is never ambiguous
- Due dates that integrate with your team's calendar view
- Priority levels to help your team focus on what matters most right now
- Rich descriptions with all the context needed to complete the work
- Status tracking that moves automatically as cards move across your board
Creating a task takes seconds. You can do it from the board itself, from a deal record, from a conversation in your Inbox, or even by asking Dew, the AI assistant, to do it for you.
Task Comments
Work does not happen in isolation, and neither should your project conversations.
Every task supports threaded comments where team members can discuss requirements, share updates, ask questions, and provide feedback. This keeps project communication attached to the work itself rather than scattered across email threads and chat channels.
When a designer has a question about a task, they comment on that task. When a developer needs clarification, it happens in context. When a manager reviews the thread six months later, the full history is right there.
No more searching through Slack for "that thing Sarah said about the homepage redesign."
Project Members
Managing who has access to what is straightforward. You add team members to a project and assign roles that control what they can see and do. This keeps sensitive client projects private to the people who need to be involved, while shared internal projects stay open to the wider team.
Member management also feeds into workload visibility. When you can see who is assigned to what across all active projects, you can distribute work more evenly and avoid burning out your best people.
Why SMBs Should Care (The Real Math)
Let us talk numbers for a moment.
A typical SMB tech stack for project management and CRM looks something like this:
| Tool | Cost Per User/Month |
|---|---|
| CRM (HubSpot, Pipedrive) | $15-45 |
| Project Management (Asana, Monday) | $10-20 |
| Team Chat (Slack Pro) | $7-12 |
| Email Integration | $5-10 |
For a team of 10, you are looking at $370 to $870 per month across four separate platforms that barely talk to each other. That is $4,400 to $10,400 per year before you even factor in the time your team wastes switching between them.
Dewx replaces all of that with a single platform. Your CRM, project management, team messaging, inbox, and AI assistant live in one place. The savings are not just financial. They are operational.
Every minute your team spends copying data between tools is a minute they are not spending on client work.
For an SMB where margins matter and every hour counts, consolidation is not a luxury. It is a competitive advantage.
Dew, Your AI Project Manager
Here is where Dewx goes beyond what any standalone project tool can offer.
Dew, the built-in AI assistant, understands your projects, tasks, and team structure. That means you can manage work through natural language instead of clicking through menus.
Some examples of what Dew can do with Projects:
- "Create a new project for the Acme Corp website redesign and add Sarah and Mike to it" - Dew creates the project, sets up the board, and assigns team members.
- "Add a task to the Acme project: Design homepage mockup, assign to Sarah, due Friday, high priority" - Done in seconds.
- "Move all review tasks in the Acme project to Done" - Bulk status updates without touching the board.
- "What is Mike working on this week?" - Dew pulls up all active task assignments across projects.
This is not a gimmick. For busy SMB operators who are juggling sales calls, client meetings, and delivery management, being able to manage projects through a quick conversation with Dew is genuinely transformative.
How Projects Connects to the Rest of Dewx
The real power of CX Hub Projects is not the features in isolation. It is how they connect to everything else.
From CRM to Delivery: Close a deal in your Sales Pipeline, and spin up a delivery project directly from the deal record. All the client context, contacts, notes, and deal details carry over automatically.
From Inbox to Action: A client sends a message in your unified inbox asking for a change? Create a task directly from that conversation. The message is linked to the task, so your team has full context without asking the client to repeat themselves.
From Projects Back to CRM: When a project reaches completion, your CRM records update to reflect delivery status. Your sales team knows which clients have active projects, which are in review, and which are ready for upsell conversations.
This closed loop between sales, communication, and delivery is what makes Dewx fundamentally different from stitching together point solutions. Information flows naturally. Nothing gets lost in translation.
Getting Started With CX Hub Projects
Setting up your first project takes less than five minutes:
- Navigate to the CX Hub section in your Dewx dashboard
- Click "New Project" and give it a name, description, and deadline
- Add your team members and assign roles
- Customize your board columns to match your workflow
- Start creating tasks and assigning work
If you are migrating from Trello, Asana, or Monday.com, you will find the transition intuitive. The Kanban paradigm is the same. The difference is that now your project boards live alongside your customer data, conversations, and AI assistant.
Start your free trial of Dewx today and see CX Hub Projects in action.
Frequently Asked Questions
Can I use CX Hub Projects without the rest of Dewx? CX Hub Projects is part of the Dewx platform and is designed to work alongside your CRM, inbox, and other modules. While you could technically use only the Projects feature, the real value comes from the integration between sales, messaging, and project delivery. That said, you are never forced to use modules you do not need.
How does Projects compare to Trello or Asana? For core Kanban functionality, boards, columns, tasks, assignments, and comments, CX Hub Projects is fully competitive. Where it surpasses standalone tools is in CRM integration, unified messaging, and AI-powered task management through Dew. You also save $10-20 per user per month by not paying for a separate project management subscription.
Can Dew, the AI assistant, manage my projects automatically? Dew can create projects, add tasks, assign team members, update statuses, and provide project summaries through natural language commands. It acts as a smart project coordinator that understands your team structure and current workload. As Dewx evolves, Dew will gain even more autonomous project management capabilities, such as suggesting task assignments based on workload and flagging overdue items.
Is there a limit on the number of projects or tasks I can create? No artificial limits. You can create as many projects, boards, tasks, and comments as your team needs. Dewx is built for growing SMBs, and we do not penalize you for actually using the product.
Stop Paying for Tools That Don't Talk to Each Other
Every disconnected tool in your stack is a tax on your team's productivity. Every manual copy-paste between your CRM and project board is a potential error. Every context switch between platforms is a break in focus that costs more than you think.
Dewx CX Hub Projects is not just another Kanban tool. It is project management that understands your customers, connects to your sales pipeline, lives inside your communication hub, and comes with an AI assistant that can do the busywork for you.
Your team deserves better than a patchwork of SaaS subscriptions held together by Zapier automations and good intentions.
Get started with Dewx and bring your projects, CRM, and conversations into one platform.