Everything you need to manage client work, without the chaos.
- Lead capture with scoring and clear pipeline stages.
- Deal tracking with visibility into what is closing next.
- Contacts that stay searchable and connected to work.
- Contracts with digital signatures and status tracking.
- Secure client portal for external access when needed.
CRM & Lead Management
Lead capture with scoring and pipeline stages. Deal management with probability tracking. Communication logging and contact management with full-text search.
Client Portal & Contracts
Secure client portal with external access and flexible permissions. Contract management with digital signatures, payment tracking, and multi-currency invoicing.
Inventory & Analytics
Inventory management with stock levels, serial numbers, and supplier tracking. Analytics dashboards with reporting and insights.
Clarity for every project, start to finish.
- Projects built from flexible templates including basic, agile, and waterfall.
- Tasks organized into clear hierarchies with dependencies.
- Automation that reduces manual steps and repeat work.
- Sprint and cycle planning for predictable delivery.
- Estimates and velocity tracking to support better planning.
Task Management
Hierarchical tasks with subtasks and dependencies. Sequential task numbering, story points, hour estimation, and recurring tasks.
Sprints & Cycles
Sprint planning with velocity tracking. Cycle templates for flexible time-boxing, task-to-sprint assignment, and burndown analytics.
Workflow Automation
Visual workflow builder with triggers (event-based, time-based) and actions. Conditional logic, decision trees, and execution history.
Keep your team aligned, informed, and moving together.
- Time tracking with manual and timer based entries.
- Messaging and discussion threads that keep context intact.
- Shared calendars for scheduling and visibility.
- Notes with rich text and collaborative editing.
- Role based access to keep teams organized and secure.
Messages & Notes
Discussion threads with nested comments and emoji reactions. Rich text notes with categories, full-text search, and collaborative editing.
Time & Calendar
Timer-based and manual time entry with billable/non-billable tracking. Event management with location tracking and module-linked events for better scheduling and coordination.
Collections & Forms
Collections for organizing and categorizing data across your workspace. Dynamic form builder with 20+ field types, access control, and embed support.
Explore our complete feature set.
Discover our features and how they shape a more personal work experience. Click to learn more.
Ready to crack the chaos?
One workspace for projects, clients, and everything in between. Start for free, no credit card required.
Get early access
