FIELD NOTES FOR SALES & SERVICESEPTEMBER 2026 · ISSUE 01
The Agent Dispatch.

Project Blue

Project Blue: keep the CRM at the center of the shift.

A HighLevel-focused option that also markets messaging, calling, and onboarding.

Consider it when the team wants a provider-assisted CRM rollout.

A familiar workspace is the attraction

Project Blue’s site places HighLevel at the center of its offer and also names Close and HubSpot. It advertises dedicated lines, channel fallback, and a business dialer connected to the CRM. For a busy team, keeping those activities near the customer record can reduce repeated context gathering.

Ask for a demonstration in your actual CRM edition. Show an inbound reply, an agent reassignment, and a call followed by a text. Confirm which activities are native, which need configuration, and which are included in the quote.

Keep promises and evidence separate

The public site promotes onboarding help and a free sandbox. We have not used that sandbox or independently tested its delivery and recovery claims. No numeric production subscription is used in this review; request a scoped price for your team.

A provider’s broad delivery language should not be treated as a guarantee that every message reaches every customer. Ask what staff see when a line or message fails and who owns the recovery process.

The operational questions matter most

Write down whether the number belongs to the team, an individual agent, or a client account. Clarify access after someone leaves and what history can be exported. Those questions are easier to settle before dozens of ongoing customer threads depend on the setup.

Project Blue may suit an agency that values an assisted CRM implementation. Compare it with the other CRM-oriented options on the work saved each day, the complete quote, and the clarity of support responsibilities.

Check Project Blue directly ↗

Source notes

  1. Project Blue product and onboarding