20 Best Project Management Software For Small Business In 2025
10 Best Project Management Software For Small Business Shortlist
Here’s the best project management software for small businesses.
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Planning, managing, and controlling your projects as a small business is no easy feat. Project management software for small businesses is the middle ground between spreadsheets that won't cut it long term and overengineered software tools that will just slow you down.
These software tools offer the level of customization you need to run your projects without charging you for a bunch of features you won't use. Here are my picks for the best project management software for small businesses and what makes each one great so you can find the right fit for your unique needs.
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The Best Project Management Software For Small Business Comparison Chart
Here is a convenient table where you can see all the tools side by side and compare prices quickly.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 |  Smartsheet Smartsheet offers various views for visualizing projects, including Gantt charts, Kanban boards, and calendar views. | Best for different project views | 30-day free trial | From $9/user/month (billed annually) | Website |
| 2 |  monday.com Small teams can easily keep track of each other's work, timelines, and upcoming tasks. | Best for flexibility & integrations | 14-day free trial + free plan available | From $8/user/month (billed annually) | Website |
| 3 |  Quickbase Quickbase's visual builder allows users to create and customize applications and workflows without the need for extensive coding knowledge, using a user-friendly drag-and-drop interface. | Best for no-code dynamic work management | 30-day free trial + free demo available | From $35/user/month (billed annually, min 20 users) | Website |
| 4 |  Bonsai Agency Software Bonsai's dashboard is a centralized place to view project statuses, tasks, and financials. | Best for agency project management | Free trial available | From $9/user/month (billed annually) | Website |
| 5 |  Zoho Projects Zoho Projects includes a portfolio dashboard that includes Gantt charts, project status insights, and an overview of project ownership. | Best flexible work allocation tools | 10-day free trial + free plan available | From $4/user/month (billed annually) | Website |
| 6 |  Hub Planner Hub Planner is a resource management and scheduling software that helps businesses manage their teams and projects more efficiently. | Best for simple collaboration support | 14-day free trial + free demo available | From $7/user/month (billed annually) | Website |
| 7 |  Miro Miro allows hybrid teams to collaborate through text, graphics, video, and more on a visual workspace in real time. | Best for collaborative whiteboards and visualizations | 30-day free trial + free plan available | From $8/user/month (billed annually) | Website |
| 8 |  FigJam Map out your project plans in as much or little detail as you need, and turn your whiteboards into prototypes in Figma's design platform. | Best for a highly versatile and collaborative platform | Free plan available | From $15/seat/month (billed annually) | Website |
| 9 |  MeisterTask MeisterTask facilitates seamless collaboration, with options for file sharing, commenting, and assigning tasks, ensuring that team members are always in sync. | Best for brainstorming, ideation, and task management in one | Free trial available | From $8.25/user/month (billed annually) + free plan available | Website |
| 10 |  Kintone Kintone’s customizable platform makes it easy to create custom project workflows you can automate—and then track every step of the way. | Best for building custom project workflows | 30-day free trial | From $24/user/month | Website |
How To Choose Project Management Software For Small Business
As you're shortlisting, trialing, and selecting project management software for small business, consider the following:
- What problem are you trying to solve? Start by identifying the project management feature gap you're trying to fill to clarify the features and functionality the project management software needs to provide. As a small business, it's also a good idea to be aware of the problems you're not trying to solve—you don't want to end up paying for features and functionality that you don't need.
- Who will need to use it ? To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. Evaluate if it'll just be your project managers or the whole organization that will require access. Consider whether to prioritize ease of use for all or speed for your project management software power users.
- What other tools it needs to work with? Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM, or HR software. You might also decided to replace multiple tools with one consolidated project management tool.
- What outcomes are important? Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain, what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance.
- How it would work within your organization? Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well, and the areas that are causing issues. Remember every business is different—don’t assume that because a tool is popular that it'll work in your organization. Look for software that provides straightforward features and good value for your small business.
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Smartsheet
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Project Management Software For Small Business Reviews
Here’s a brief description of each of the best small business management software that are featured on this top 10 list. Feel free to check out how I picked the software on this list as well.
Smartsheet is a cloud-based tool designed to help teams organize, monitor, and complete their projects. Its familiar spreadsheet-inspired format makes it easy for teams to collaborate and stay on track. Smartsheet’s versatile features are particularly useful for small teams looking for a straightforward project management solution.
Why I picked Smartsheet: One of the reasons Smartsheet works well for small teams is its ability to adapt to different ways of managing projects. It allows you to create and manage project plans using tools like Gantt charts, Kanban boards, and calendar views. This means your team can choose the format that fits their workflow, making tasks easier to understand and track.
Another key feature is Smartsheet’s automation options, which handle repetitive tasks like sending reminders or updating project statuses. By automating these processes, your team can focus more on meaningful work and less on administrative duties.
Smartsheet Standout Features & Integrations
Features include task dependencies that will automatically calculate durations and adjust due dates when you make changes to tasks that precede it, as well as a specific resource management module. This module allows you to reserve team members for specific projects and tasks, find resources with gaps in their schedules to take on last minute requests, and keep team member workloads balanced.
Integrations include Power BI, Tableau, Adobe Creative Cloud, Salesforce, Microsoft Dynamics 365, ServiceNow, Jira, Slack, Microsoft Teams, DocuSign, Zapier, and UiPath.
monday.com is an easy-to-use project management tool that saves small businesses money in two ways: offering free/affordable entry-level plans and being super user-friendly to cut back on money lost on training and onboarding. They are used by teams at Uber, Adobe, Hulu, and Unilever, so your SMB can feel like its playing in the software big leagues.
Why I picked monday.com: monday is flexible and scalable with 5 pricing plans available so that it can grow with you. With their freemium plan, you'll already have access to unlimited project boards, hundreds of project/task templates, 20+ column types, and their iOS and Android apps. Pay particular attention to the free project template library—here, you'll find pre-made outlines for editorial calendars, marketing campaign planning, CRM charts, event planning, HR forms, and more. The usefulness of this section for small businesses can not be overstated.
monday.com Standout Features & Integrations
Features include shareable forms for processes like project initiation, requirements gathering, and approvals, so you can make sure you're getting input from all the relevant stakeholders. The tool also includes expense tracking (with a template you can customize) and the ability to create content calendars for marketing and social media projects.
Integrations include project management apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier. They also have an apps marketplace with free and paid add-ons to boost your functionality. Again, I cannot stress the level of flexibility and scalability with this form.
Quickbase is a cloud-based application development platform that enables users to build custom business applications tailored to their specific processes and data management needs using a no-code visual builder. Quickbase is suitable for a range of industries and is used by businesses looking to manage their operations more effectively without extensive programming expertise.
Why I Picked Quickbase: Quickbase serves as project management software for small businesses by providing a platform where users can create custom applications to manage their projects and processes. The tool allows for the centralization of project information, enabling team members to access, share, and update data in real time.
With features such as customizable dashboards, automated workflows, and real-time reporting, Quickbase also helps small businesses keep track of project progress, manage tasks, and make data-driven decisions.
Quickbase Standout Features & Integrations
Features include a no-code app builder that is particularly useful if you don't have extensive IT resources, as it allows you to tailor the software to your specific needs without requiring programming expertise. The tool also offers a variety of ready-made applications useful in the manufacturing industry for processes like managing shop floors, contracts, and site safety audits.
Integrations include Salesforce, Slack, Microsoft Teams, Tableau, Jira, Procore, and Zapier.
Bonsai is a business and project management software that stands out for its ability to consolidate all aspects of business management into one easy-to-use platform, making it an ideal choice for small businesses looking to integrate client, project, and financial workflows.
Why I picked Bonsai: As a project management software, Bonsai provides an all-in-one solution for small businesses that don't have the capacity or resources to keep track of different platforms. The software has features like time tracking, invoicing, and client management. It also provides customizable templates and automated workflows to help streamline administrative tasks and keep teams organized and focused on their projects.
Bonsai Standout Features & Integrations
Features include a client CRM, so you don't have to switch between account management and project management tools (this is great for small businesses that don't have the budget for two tools). Bonsai also offers a client portal, which allows clients to view project progress, approve deliverables, and communicate directly within the platform.
Integrations include HubSpot, Xero, Google Sheets, Google Drive, Gmail, Google Calendar, Trello, ClickUp, Calendly, QuickBooks, Slack, and Zapier.
Zoho Projects is an online project management tool that lets teams plan, track, and collaborate on project work. The tool is scalable for small businesses and mid-size businesses.
Why I picked Zoho Projects: It allows users to set up project plans, as well as create and assign ad-hoc tasks across the team. The tool also includes features like flexible work hours, baselines, and critical paths in Gantt charts, team based work allocation, and task reminders. Time tracking and resource utilization features help managers ensure that employees are not over or under worked.
Users can automate task transitions and workflows, track activities and progress by using the advanced reports, and manage budgets with expense management features. Collaboration features include team-wide and individual discussion management, a social feed to interact with and keep track of all your project activities, a forum to discuss ideas and solutions, and a central document management module to manage all information. Mobile applications are also available.
Zoho Projects Standout Features & Integrations
Features include the ability to have virtual meetings within the tool (saving you from having to use a separate videoconferencing tool), as well as other collaboration features like a social-style feed to help you keep track of project activity and a forum for discussing specific projects, teams, and ideas or solutions.
Integrations include Zoho apps like Zoho CRM, Zoho Cliq, Zoho Meeting, as well as with other third party apps like Microsoft Office 365, Microsoft Teams, Google Drive, Zapier, Zendesk, and ServiceNow.
Hub Planner is a simple online project management tool designed to help small businesses manage their resources, schedules, and projects more efficiently. With advanced features such as resource management, scheduling, time tracking, collaboration, and customizability, Hub Planner is ideal for teams looking to improve their project management capabilities.
Why I Picked Hub Planner: Hub Planner stands out for its comprehensive resource management and scheduling features, user-friendly interface, and excellent customer support. I appreciated the platform's ability to track and allocate resources effectively, manage complex projects with ease, and visualize project progress through its Gantt chart feature. The platform's flexibility and customizability, as well as its integration with other software tools, are also worth checking out. Furthermore, users appreciate the responsiveness and helpfulness of Hub Planner's customer support team. Overall, Hub Planner's powerful features, intuitive interface, and exceptional support have made it a popular choice among businesses looking to improve their project management capabilities.
Hub Planner Standout Features & Integrations
Features include the ability to plan and adjust project schedules to accommodate paid time off (PTO) for team members. The tool also includes other resource management features like the ability to request resources from other teams and capacity planning that takes into account both skills and availability for team members.
Integrations include DIY options via their Hub Planner API and webhook. Or, open an account with Zapier for more options (may incur an additional cost).
Miro is a collaborative online whiteboard platform and project management software widely used by small businesses. It provides a range of templates like mind maps, Kanban boards, and Gantt charts and allows the import and further development of existing charts from tools like Visio.
Why I picked Miro: Miro's integration with project management tools such as Jira and Asana allows for real-time updates, ensuring all team members stay in the loop. The platform emphasizes interactive, visual work boards and offers built-in video conferencing and features like commenting, voting, and stickies, for better collaboration.
Small business teams can articulate ideas through diverse formats, incorporating numerical data, images, and videos. Miro also visually tracks project milestones and interdependencies through the dependencies app. This wide range of visual components and collaborative features helps organize project tasks and facilitate communication for all team members, wherever they are in the world.
Miro Standout Features & Integrations
Features include Miro AI, which can help with tasks like clustering sticky notes and fleshing out rough ideas. The tool also includes an extensive library of templates for common diagram types and specific use cases like project timelines, kickoffs, and project planning.
Integrations include Confluence, monday.com, Zoom, Figma, Asana, Microsoft Teams, Jira, Slack, Google Drive, Box, Airtable, Notion, Azure, Webex, and more. Some integrations are limited to paid plans only.
Pros and cons
Pros:
- Built-in communication features for streamlined collaboration
- Intuitive and easy setup
- Free forever plan available
Cons:
- Free version does not allow high-quality export to pdf
- Zooming can be jumpy on larger projects
- Visitor/guest accounts locked to paid plans only
FigJam is an online whiteboard tool created by Figma that easily connects with Figma's design tool to bring together your team's brainstorming, project planning, and execution.
Why I picked FigJam: This software provides a really flexible solution for project planning and management. Your team can facilitate different types of teamwork with the whiteboards, including brainstorming, workflow design, and strategic planning. I added it to my list because this versatility can be super useful for startups and small businesses where teams are planning, executing, and ideating in quick succession.
The whiteboards can be created from a blank canvas, or you can select from any of the pre-built templates included in the platform. Templates for brainstorm frameworks, timelines, roadmaps, and more are available. Your team can create workflows, come up with ideas, and more. Automations are also included that can auto-sort your notes into action items, group similar post-its, and other time-saving hacks.
FigJam Standout Features & Integrations
Features include the ability to create, manage, and edit agile workflows for your project processes, as well as fun collaboration features like audio and live chat, emoji reacts, and a music player. You can also set up any external collaborators with access and specific permissions, which is helpful for more hands-on clients or when you need to bring on contractors.
Integrations include Figma, Microsoft Teams, Asana, Jira, Mixpanel, and Github.
Best for brainstorming, ideation, and task management in one
MeisterTask is a streamlined project management tool designed to simplify task tracking and team collaboration. It offers a clear, intuitive interface with customizable Kanban boards for efficient workflow management. Key features include seamless integration with MindMeister for direct brainstorming to task conversion, enabling a fluid ideation process. With robust task automation, time tracking, and collaboration tools, MeisterTask facilitates a productive environment, making project execution smoother and more accessible for teams of all sizes.
Why I picked MeisterTask: MeisterTask excels in providing small businesses with a straightforward, efficient project management solution. It offers customizable Kanban boards that simplify task organization and progress tracking, making it easy for teams to stay aligned and focused. The software's integration with MindMeister for brainstorming and ideation allows for a seamless flow of ideas into actionable tasks, supporting creative and strategic planning processes. With features like task automation, due date reminders, and collaboration tools, MeisterTask reduces manual workloads and fosters team communication, making project management more accessible and effective for small businesses seeking to optimize their workflows and boost productivity.
MeisterTask Standout Features and Integrations
Features include Kanban boards, task automation, mindmeister integration, customizable workflows, project templates, time tracking, file attachments, due date reminders, collaboration tools, activity streams, mobile apps, secure data encryption, multiple integrations with other tools, personalized dashboards, flexible project views
Integrations include Slack, Dropbox, Github, Google Drive, Microsoft Teams, Outlook, Trello, Asana, MindMeister, and hundreds more through a paid plan with Zapier.
Kintone is a customizable project management software for small businesses that is used by teams from McCormick Distillery (Missouri), A-B Emblem (North Carolina), Michael Callahan & Associates (Virginia), and over 23,000 organizations worldwide.
Why I picked Kintone: Their unique approach to project and task management lets you build a wide variety of customizable “apps” either from scratch, using templates or from your existing spreadsheets, for data management, business processes, and workflows. Kintone apps can be customized for project management, sales CRM, customer databases, expense reports, shared to-do lists, equipment management, product feedback, and much more.
Kintone lets you build no-code, project management apps for your small business by dragging and dropping elements that you want to see onto the page: rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more.
Once you’ve built the app you want, you can use it to more easily manage whatever data and tasks you and your team need to track. And with custom notifications and reminders as well as detailed permissions settings, your project management solution can look and work however you want it to.
With Kintone’s customization features, small businesses are able to manage all of their workflows for every department within one central platform instead of across dozens of tools (CRMs, expense reports, project trackers, and spreadsheets, to name a few). Save time and effort for your team with clear assignments, filtered lists to help prioritize tasks, and automated reminders and handoffs to manage multi-step workflows.
Kintone’s built-in communication features also allow teams to discuss projects directly in the app and in topic or project-based threads. Dedicated “spaces” organize everything your team needs for your project, including task-tracking apps and searchable conversation threads.
Kintone Standout Features & Integrations
Features include a pre-built application library, enhanced process management, private messaging, real-time custom graphs and charts, and granular permission controls.
Integrations include tools like Slack, Gmail, Google Calendar, Outlook, Tableau, Dropbox, Salesforce, HubSpot, Eventbrite, WordPress, QuickBooks, MailChimp, and many more through a paid plan with Zapier or via API integrations.
Kintone has discounted prices for nonprofits and educators, and it offers a free custom app build as part of the free trial process.
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Other Project Management Software For Small Business
Here are more tools that did not make it to the top 10 but that are worth your consideration.
- Trello
Free Kanban board tools
- Teamwork.com
PM app for client work
- Hubstaff Tasks
Easy Agile project management
- Basecamp
For project management beginners
- Ravetree
Project management in an all-in-one platform
- Plaky
For visual task management
- ESPMI
For its wide range of features available in one tool
- CROOW
For workflow customization & automation
- Height
For its number of features available for free
- GanttPRO
For Gantt chart templates
Related Project Management Software
If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated:
- Project Management Software
- Resource Management Software
- Task Management Software
- Collaboration Tools
- Project Tracking Software
- Project Scheduling Software
Selection Criteria For Project Management Software for Small Business
Here's my criteria for comprehensively evaluating project management software for small businesses. Each criteria represents an aspect of the software that I believe is key to the tool's overall success, and is weighted to reflect its importance to my overall evaluation.
Core Project Management Software Functionality: 25% of total score
- Task and project tracking to ensure timely completion
- Collaboration features for team communication
- Resource allocation to optimize workload distribution
- Budget management to keep financials in check
- Reporting and analytics for informed decision-making
Additional Standout Features: 25% of total score
- Innovative collaboration tools beyond basic chat functions, like integrated video calls or real-time document editing
- Advanced automation features for recurring tasks and notifications
- Customizable dashboards that offer a bird's-eye view of projects
- Integration with external tools, enhancing the tool's utility without complicating its use
- Mobile apps that are fully functional, allowing on-the-go access for project management for small businesses
Usability: 10% of total score
- Intuitive interface design, such as drag-and-drop scheduling tools
- Clear, easy-to-navigate menus and project views
- Quick access to commonly used features and information
Onboarding: 10% of total score
- Availability of comprehensive training materials, like videos or interactive tutorials
- Pre-built templates to quickly start new projects
- Efficient customer onboarding processes, including interactive product tours or dedicated support
Customer Support: 10% of total score
- The responsiveness and availability of the support team
- The range of support options, from live chat to detailed knowledge bases
- Community forums or networks for peer support
Value For Money: 10% of total score
- Transparent pricing models that align with the features offered
- Flexible plans that cater to small businesses' budgets and scalability needs
- Free trials or demos to evaluate the tool before committing
Customer Reviews: 10% of total score
- Overall customer satisfaction and feedback on usability
- Testimonials regarding customer support and problem resolution
- Reviews highlighting the tool's impact on project success and business growth
Trends in Project Management Software For Small Business In 2025
Here, I have identified several trends that I believe will continue to be important, for small businesses and beyond, as project management for small teams evolves.
- Integration with AI and automation tools: There's a noticeable shift towards incorporating artificial intelligence and automation capabilities in project management software. These features automate repetitive tasks, provide predictive analytics for better decision-making, and improve task management efficiency.
- Rise of mobile project management: The importance of mobile applications has grown, with updates focusing on offering full functionality on mobile platforms. This trend caters to the needs of teams that require access to project management tools on-the-go.
- Emphasis on security and compliance: As small business job management software becomes more central to business operations, there's a heightened focus on keeping data secure and compliance with regulations such as GDPR. This trend is particularly important for small businesses that may not have extensive in-house IT security resources but still need to protect sensitive project and customer data.
- Built-in learning capabilities: Some tools are beginning to incorporate built-in learning and development features, such as access to online courses, integration with training platforms, or resources for skill development related to project management.
What Is Project Management Software For Small Business?
Project management software for small business are tools that help smaller companies efficiently plan, execute, and monitor projects. These project management solutions offer a range of features tailored to meet the unique needs of small businesses, such as task management for small business, timeline tracking, resource allocation, and budget management.
They are typically more user-friendly and cost-effective than larger enterprise systems, making them accessible for smaller teams with limited resources. Also, they can serve as a centralized platform for all project-related activities to help small teams improve operations and team collaboration, and keep projects on track.
Features of Project Management Software For Small Business
Here are some critical features to look for when selecting project management software as a small business.
- User-friendly interface: A straightforward and intuitive design is vital. This makes sure that all team members can navigate and utilize the software efficiently, regardless of their tech savviness.
- Task management: Allows for the creation, assignment, and tracking of tasks. This feature is fundamental for keeping projects organized and ensuring everyone knows their responsibilities.
- Collaboration tools: Facilitate seamless communication among team members. Features such as in-app messaging, file sharing, and comment sections are crucial for maintaining clear and continuous dialogue.
- Time tracking: Allows teams to record the time spent on tasks. This feature is important for budgeting, invoicing, and understanding team productivity.
- Project scheduling: Offers calendar views and Gantt charts to visualize timelines. Effective scheduling is key to ensuring projects stay on track and deadlines are met.
- File sharing and management: Centralizes documents in one accessible location. This keeps all project-related files organized and readily available to team members.
- Budgeting and expense tracking: Helps monitor project finances. This feature is essential for keeping the project within budget and tracking financial progress.
- Customizable reports: Generates tailored reports on various aspects of the project. This feature provides insights into project health, team performance, and areas for improvement.
- Mobile accessibility: Makes sure the software is accessible on various devices. This is crucial for team members who need to access project information on the go.
- Integration capabilities: Allows the software to seamlessly connect with other tools. This feature ensures a smooth workflow and minimizes the need for multiple platforms.
Plans for small businesses typically offer scalable features that grow with your team, cost-effective pricing that fits tight budgets, and dedicated support to navigate any challenges that arise.
Benefits of Project Management Software For Small Business
Here are five primary benefits that stand out for users and organizations.
- Enhanced collaboration: By centralizing discussions, documents, and tasks, you can ensure everyone is on the same page. This fosters a collaborative environment that transcends geographical and time barriers.
- Improved organization: This software allows you to categorize tasks, set deadlines, and track progress in real-time, making sure everything is in its right place and significantly reducing the risk of overlooking important details.
- Increased efficiency: Automation of routine tasks and the provision of a clear roadmap for each project phase mean that teams can work more efficiently and focus their efforts where it counts the most.
- Better resource management: Understanding the availability and workload of team members lets you distribute tasks in a way that optimizes productivity and prevents burnout, so resources are used efficiently.
- Improved decision making: With access to real-time data and customizable reports, you can make strategic decisions based on accurate information. This improves outcomes and helps you avoid costly mistakes.
Costs & Pricing For Project Management Software For Small Business
As a small business, it can be tempting to choose the cheapest pricing plan available and call it a day. However, you might actually get the most value out of a slightly more expensive plan that offers more comprehensive features.
Here is a breakdown of the general prices and plans that you can expect to see in your search for the right project management software for you.
Plan Comparison Table for Project Management Software for Small Business
| Plan Type | Average Price | Common Features |
|---|---|---|
| Free | $0 | Basic task management, limited users, essential collaboration tools, access to community support |
| Basic | $10 - $20/user/month | Enhanced task management, expanded user access, project templates, email support |
| Standard | $25 - $35/user/month | Full project planning tools, advanced reporting, integrations with other software, phone support |
| Premium/Pro | $50 - $65/user/month | Comprehensive analytics, priority support, custom integrations, increased security features |
| Enterprise | Custom Pricing | Customizable features, dedicated account manager, enterprise-grade security, unlimited integrations |
When considering a plan, it is important to assess not only the initial cost, but also how the features provided by each plan can support and grow with your business. Choose a plan that offers the best value by balancing functionality with affordability so you can make a good long-term investment for your business.
What's Next?
Since you are part of a small business, you'll need additional knowledge besides a list of tools. Therefore, I recommend you read about what a project charter is and how it can help you start projects on the right foot. At this stage, you might also benefit from learning how to write a project proposal and act as a bridge between sales and delivery.