Project management
Projects, tasks, tickets, and the notes and documents that go with them. Pick a methodology per project, set custom fields, attach discussions to records, and roll work up by client or team.
Event management
Multi day events with sessions, agenda items, speakers, and hosts. Invites and RSVPs with access types for internal, public, password, or email gated. Public event pages with their own slug and settings.
CRM & sales
Contacts carry a lifecycle stage (lead, qualified, customer, champion, churned). The Leads view is Contacts filtered by stage. Deals carry the pipeline. Accounts roll up to Entities.
Time & resourcing
My Time for daily entry, Timesheets for weekly approval, Team for capacity and rate cards. Hours flow into invoices and project profitability without re-keying.
Billing & contracts
Contracts with retainer periods and renewal dates. Invoices built from hours, milestones, fixed fees, and reimbursable expenses. Receipts captured on the go and posted to the right project.
Operations & automation
Workflows trigger on record events, form submissions, or schedules and act across modules. Inventory with reorder points and movements. Suppliers with payment terms, certifications, and PO history.
Client portal
Enable a portal per Entity and pick what to share: projects, tasks, retainers, documents, invoices, and threads. Permissions and visibility are set per Entity. Clients see your work without you copying anything between tools.