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.
Sprint & Cycle Management
Plan work in focused cycles and keep your team moving forward. Track progress, hit deadlines, and deliver projects on schedule every time.
Hierarchical Tasks
Break big projects into manageable pieces. Organize work with subtasks, set priorities, and estimate effort so nothing falls through the cracks.
Resource Allocation
Know who's working on what and when they're available. Match the right people to the right projects and keep your team balanced.
Discussion Threads
Keep conversations where work happens. Comment, react, and collaborate without endless email chains or scattered messages.
Dynamic Forms
Create custom intake forms for any purpose—client requests, internal approvals, feedback collection. Gather exactly the information you need.
Custom Fields
Adapt the system to how your business works. Add the fields you need to track what matters most to your organization.
Project Templates
Launch new projects in minutes, not hours. Use proven templates that match your workflow and get teams productive from day one.
Rate Cards
Set billing and pay rates that reflect your business. Apply different rates by client, project, or team member for accurate pricing.
Time Approval Workflows
Review and approve timesheets with confidence. Managers see what their team logged, approve hours, and ensure accurate billing.
Real-time Updates
See changes the moment they happen. Your team stays in sync without refreshing, so everyone works with the latest information.
Lead-to-Deal Conversion
Never lose track of a prospect. Follow every lead from first contact to closed deal with a complete history of your relationship.
Communication Logging
Remember every conversation. Log calls, emails, and meetings so your whole team knows the full story with each client.
Pipeline Stages
See your sales at a glance. Customize stages to match how you sell and forecast revenue with confidence.
Contact Management
Keep all your contacts organized in one place. Find anyone instantly and see their full relationship with your business.
Visual Workflow Builder
Put repetitive tasks on autopilot. Build automated workflows that handle routine work so your team can focus on what matters.
Inventory Management
Know what you have and where it is. Track stock levels, set reorder alerts, and never run out of what you need.
Utilization Tracking
Understand how your team spends their time. See who has capacity, who's overloaded, and plan ahead with confidence.
Audit Trails
Know exactly what changed and who changed it. Keep a complete record for compliance, accountability, and peace of mind.
Skills Management
Find the right expertise fast. Track your team's skills and certifications to match the best people to each project.
Custom Dashboards
See the metrics that matter to you. Build personalized views of your business performance and spot trends before they become problems.
Billable Time Tracking
Capture every billable hour. Track time accurately so you bill clients fairly and never leave money on the table.
Multi-currency Invoicing
Work with clients worldwide. Create invoices in any currency and keep your international billing simple and professional.
Payment Reminders
Get paid faster with friendly reminders. Automatically follow up on overdue invoices and keep your cash flow healthy.
Contract Management
Keep contracts organized and never miss a renewal. Track agreements, signatures, and expiration dates all in one place.
Ready to crack the chaos?
One workspace for projects, clients, and everything in between. Start for free, no credit card required.
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