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Every feature, on one page.
All 103 features, grouped by the capability they belong to. Search across everything, or jump into a capability tour or a full feature page.
Project management
See project managementProjectsTemplates, phases, and dependencies. Run one project or two hundred.TasksSubtasks, dependencies, and custom fields, in the view each team prefers.Task typesEach type gets its own statuses, fields, and rules. A bug is not a change request.TicketsStages and SLA clocks that pause while you wait on the requester.Sprints & cyclesFixed windows or repeating cadences. Carry-over and velocity are tracked for you.WorkstreamsA lane that runs across projects, for work that never fits inside one.Roadmaps & initiativesGoals above the projects, with progress rolled up from the work itself.Recurring workSchedule it once. The task arrives on time with its checklist.My Tasks & TodayEverything assigned to you, across every project, with today first.Saved views & searchSave any filtered list and share it. Search finds any task, note, or decision.CollectionsBuild your own tables without a developer. Add fields, views, and automations.NotesRich text that sits with the project, deal, or meeting it belongs to.DiscussionsThreads by topic, pinned to the record. The reason behind a decision stays with it.DocumentsVersioned, searchable, and attached to the right record.
CRM & sales
See CRM & salesContactsA lifecycle stage from lead to churned, on every account the person works with.DealsOrdered stages, scoring, and snapshots that show how the forecast moved.ClientsThe account record. Projects, tickets, contracts, and invoices roll up here.QuotesPriced from your catalog, readable without a login, and carried into the contract.ProductsOne price list for quotes, invoices, and reports.SchedulingBooking pages that write to the calendar and the contact.Live chatSite chats that become tickets or contacts, no copy and paste.MarketingCampaigns and sequences on the list you sell from, tied to the deals they produce.CommunicationsCalls and email threaded onto the account.Data qualityDuplicate matching and enrichment keep one person on one record.
Customer service
See customer serviceTicketsStages and SLA clocks that pause while you wait on the requester.Queues & routingAssignment rules send each request to the right person.SLAs & escalationResponse and resolution clocks per type, with escalation before a breach.Email intakeAn email opens a ticket, and replies go out from the record.Live chatSite chats that become tickets or contacts, no copy and paste.Portal requestsClients raise and track requests in their portal.MacrosSaved replies for common questions, edited before send.CSATA satisfaction survey after resolution, reported with response times.Help centerPublic articles that answer questions before they become requests.
Time & resourcing
See time & resourcingMy TimeLog time in seconds from a timer, a task, or the week grid.TimesheetsWeekly submit and approve. Approved hours are the ones that bill.TeamPeople, roles, skills, and employment types. The roster capacity reads from.Capacity & plannerWeekly allocations with demand from signed work and open deals. Try a scenario first.Staffing requestsAsk for people where you can see who is free, and what it costs.Rate cardsBill rates by role and client, cost rates by person, both dated.PayrollRuns built from approved hours, checked before anything is paid.
Billing & contracts
See billing & contractsContractsValue, term, renewal date, and retainer periods. See how far the work drifts from what you signed.DeliverablesA piece of a contract with its own team and billing method. Project budgets draw from it.InvoicesBuilt from approved hours, milestones, fees, and receipts.RetainersBalance and burn per period, shareable with the client.ExpensesSnap the receipt. It routes for approval and lands on the right project.Billing schedulesPlan what you will bill, then compare it to what you did.ReceivablesPayments, balances, and days overdue on the client record.Contractor invoicesWhat you owe subcontractors, tied to the work.
Knowledge & capture
See knowledge & captureKnowledge baseArticles with templates, categories, and review dates.SOP captureRecord a real run in the browser and get a draft procedure to edit.Meeting recordingsTranscripts, summaries, and action items, filed on the account or project.NotesRich text, shared or personal, with action items that turn into tasks.Public knowledge baseThe articles you choose to publish, no login needed.Help centerIn-app help for the screen you are on.
AI & assistant
See AI & assistantBennyThe in-app assistant. He answers from your records and does what you ask, within your permissions.Task & project actionsCreate, assign, move, and complete tasks by asking. Projects and sprints too.Timer controlStart, stop, and switch timers without opening the timesheet.Attention digestOne ask shows what needs you: tickets, overdue tasks, and approvals.Search & navigationFind any record in one query and jump straight to it.Desktop BennyBenny on your desktop as a pet, and where meeting recordings start.RetrievalYour articles, notes, and recordings, indexed so answers cite their source.Setup generationDescribe a form, workflow, or import and Benny drafts it for you to review.Action plansTurn a goal into a step-by-step plan, or a question into a working view.Meeting intelligenceTranscripts, summaries, and action items, filed on the right account.AgentsScheduled passes that summarize, score, and tidy without being asked.MCP accessOutside AI tools can read and act on your workspace, with your permissions.AI creditsUsage budgeted per organization, so the bill is never a surprise.
Operations & automation
See operations & automationWorkflowsStages, conditions, and timed actions that match how you really work.FormsPublic or internal forms that create records and start a workflow.InventoryStock levels, reorder points, and movements.VendorsSuppliers with payment terms, certifications, and purchase history.Imports & exportsBulk import with checks and a way back from a bad file. Export anytime.Custom fieldsAdd your own fields to any module, no developer needed.Calculated & rollup fieldsFields that do the math your spreadsheet used to.Webhooks & APIWebhooks and API access for your own connections, on Business.
Event management
See event managementEventsSingle or multi-day, with the whole agenda in one record.Sessions & agendaTimes, rooms, and tracks, editable up to the morning of.Speakers & hostsPulled from your contacts and team.Invites & RSVPsInternal to fully public, with replies saved on the contact.Public event pagesPublished with their own link, no developer needed.
Client portal
See client portalPortal sharesTurn on a portal per client and choose what goes in it.Portal membersDifferent people at the client see different things.Shared documentsThe file you work from, not a copy.Shared invoicesInvoices, payment status, and retainer usage, no email chase.Shared knowledgeArticles published to the clients they apply to.Client threadsPortal conversations that land on your internal record.Portal notificationsClients hear when their work moves, without your internal noise.
Financials & insights
See financials & insightsBudgetsFee and cost sides on every project budget, with a true-up at close.Funding linksBudgets draw from contract deliverables, so unfunded work shows early.Change requestsBudget increases go through approval, with who asked and why.Budget alertsGet warned at 80 percent, not 130.Client budgetsA yearly budget per client, above the project budgets.ProfitabilityMargin by client, project, and role, with recognized, invoiced, and collected kept apart.Client healthDelivery, money, and relationship signals in one score, updated on a schedule.ForecastingPipeline weighted by your own win rates.Revenue bandsCommitted, likely, and possible revenue over time.
Reporting & dashboards
See reporting & dashboardsDashboardsBoards built from widgets and shared with the people who read them.WidgetsPriorities, progress, workload, pipeline, and money, all live.Saved viewsAny filtered list, saved and shared.ReportsRecurring questions answered once and kept current.AlertsThresholds and changes, sent to whoever can act.Entity timelineEvery interaction with an account in one view.Audit trailWho changed what, so you can trust the number.
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