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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
Explore capabilityProjectsTemplates, hierarchies, and dependencies that hold. Built to run one project or two hundred.TasksSubtasks, dependencies, custom fields, and views that make sense to engineering, sales, and ops at the same time. The work atom done well.Task typesEach type brings its own statuses, fields, and rules. A bug and a change request stop pretending to be the same object.TicketsTyped stages and SLA clocks that pause while you wait on the requester. A customer issue can become a fix, an epic, or a deal in one move.Sprints & cyclesFixed windows and repeating cadences, with carry-over, archive, and velocity handled rather than remembered.WorkstreamsA lane that spans projects, for the teams whose work never fits neatly inside one of them.Roadmaps & initiativesInitiatives and objectives above the projects, with portfolio-level progress rolled up from the work itself rather than from a status meeting.Recurring workThe weekly report, the monthly close, the quarterly review. Schedule it once and the task arrives on time with its checklist attached.My Tasks & TodayOne list of everything with your name on it, across every project, with today’s slice pulled forward. The next best piece of work is never a search away.Saved views & searchFilter any list, save it, share it with the team. Workspace-wide search finds the task, the note, or the decision without knowing where it was filed.CollectionsBuilt without a developer. Add fields, save views per role, automate on row changes, and lock down what needs locking down.NotesRich text, real collaboration, and a home alongside the project, the deal, or the meeting they belong to. Personal notebook or shared brain, both first-class.DiscussionsThreaded by topic, not by channel. Decide things in writing, leave a trail, and never lose the reason behind a call you made in another time zone.DocumentsVersioned, searchable, attached to the right record. Treat documents like assets, not like email attachments you re-download every time.
CRM & sales
Explore capabilityContactsA lifecycle stage from lead to champion to churned, and membership on every account the person really works with. The Leads view is Contacts filtered by stage.DealsOrdered stages, deal shape, scoring, and snapshots so you can see how the forecast moved and not just where it landed.ClientsThe account record everything else hangs off. Projects, tickets, contracts, invoices, and the whole interaction history roll up here.QuotesPriced from the shared catalog, sent, tracked, and readable by the client without a login. Accepted quotes carry into contracts.ProductsOne price book for quotes, invoices, and reporting, so the same thing does not carry three prices.SchedulingPublic booking pages that write straight to the calendar and the contact record.Live chatSite conversations that become tickets or contacts without a copy and paste step.MarketingCampaigns, sequences, and journeys that run off the same contact list you sell from, with performance tied back to the deals it produced.CommunicationsCalls and email threaded onto the account, so the timeline is complete rather than partial.Data qualityMatching and duplicate management keep one person on one record, and enrichment fills the fields nobody typed. The pipeline reads cleaner because the data underneath it is.
Customer service
Explore capabilityTicketsTyped stages and SLA clocks that pause while you wait on the requester. A customer issue can become a fix, an epic, or a deal in one move.Queues & routingTyped queues with assignment rules, so the right request reaches the right person without a dispatcher.SLAs & escalationResponse and resolution clocks per ticket type, and escalation paths that move a request before it breaches instead of after.Email intakeAn inbound email opens a ticket, the reply goes out from the record, and the whole thread stays where the work is.Live chatSite conversations that become tickets or contacts without a copy and paste step.Portal requestsClients raise and follow requests in their portal, with progress visible so the status-check email never gets written.MacrosSaved responses for the questions that repeat, applied in one move and edited before send.CSATA satisfaction pulse after resolution, reported alongside first-response and resolution times.Help centerPublished articles that answer the question before it becomes a request, drawn from the same knowledge base your team runs on.
Time & resourcing
Explore capabilityMy TimeDaily entry that takes seconds, from the timer, the task, or the week grid, with the project and client visible on every entry. Auto status changes when a timer starts.TimesheetsWeekly submission and approval with a clear lock. Approved hours are the ones that bill, and they stop moving underneath you.TeamPeople, roles, departments, employment types, and skills. The roster the capacity model reads from.Capacity & plannerAllocations by week, utilization tinting, and demand from both signed work and open deals in the same view. Play out a scenario before you commit to it.Staffing requestsAsk for the people a project needs inside the system that knows who is free. Requests resolve into allocations, and the planner shows the cost of saying yes.Rate cardsBill rates by role and client, cost rates by person, both effective dated and both snapshotted onto the entry.PayrollRuns built from approved hours and compensation, with earnings you can check before anything is marked paid.
Billing & contracts
Explore capabilityContractsValue, term, renewal, and retainer periods, with the value it was signed at frozen so scope creep has something to show against.DeliverablesA slice of contract value with an owning team and its own billing type. This is what lets one agreement carry fixed fee and hourly work at the same time, and it is the unit a project budget draws its funding from.InvoicesDrawn from approved hours, milestones, fixed fees, and reimbursable expenses, and pointed at the deliverable they belong to.RetainersBalance and burn per period, calculated from real entries, and visible to the client if you want it to be.ExpensesReceipts captured on the go and posted to the right project, with an approval path and a route onto the invoice.Billing schedulesPlanned billing laid out ahead of time, so forecast revenue and issued revenue are the same shape.ReceivablesPayment tracking, account balances, and aging views tied to the client record they belong to. The chase list writes itself.Contractor invoicesThe other side of the ledger. What you owe subcontractors, tied to the work it paid for.
Knowledge & capture
Explore capabilityKnowledge baseArticles with templates, categories, and review dates. The place a process lives once it stops living in someone’s head.SOP captureA browser extension that records the clicks and screens of a real run, then hands back a draft procedure to edit rather than a blank page.Meeting recordingsRecordings become transcripts, summaries, and action items, filed against the account or project they concern. The follow-up work extracts into tasks with the source kept.NotesRich text with templates, shared or personal, and an extraction path into tasks that keeps the provenance.Public knowledge baseThe articles you choose to publish, on their own slug, for customers who should not need a login.Help centerIn-app help articles keyed to the surface the person is standing on.
AI & assistant
Explore capabilityBennyThe in-app assistant, scoped to what you are allowed to see. He answers from your knowledge base and live records, and acts on what you ask.Task & project actionsCreate, update, assign, move, and complete tasks by asking, subtasks, recurring tasks, and priorities included. Projects and sprints too.Timer controlStart, stop, and switch timers, add entries, and split time across records without opening the timesheet.Attention digestOne ask returns what needs you: unread tickets, overdue tasks, pending approvals, and what is coming up.Search & navigationFind tasks, projects, contacts, deals, notes, events, and suppliers in one query, and jump straight to any record or page.Desktop BennyThe desktop app puts Benny on your desk as a pet, and it is where AI meeting recordings start and stop.RetrievalYour articles, notes, and recordings indexed so an answer can cite the paragraph it came from.Setup generationDescribe the form, the workflow, the calculated field, or the import mapping, and Benny drafts it. You review and refine before anything goes live.Action plansTurn a goal into a sequenced plan and a vague ask into a structured query with a working view behind it. Focus plans bring the next block of work forward.Meeting intelligenceTranscription, summaries, and action items extracted from recordings, filed against the account or project they concern.AgentsScheduled and triggered passes that summarize, score, and tidy without waiting for someone to ask.MCP accessAn authenticated bridge so external tools and assistants can read and act on the workspace under real permissions.AI creditsUsage visible and budgeted per organization, so the bill is never a surprise.
Operations & automation
Explore capabilityWorkflowsStages, transitions with conditions, and actions on a timer. Built to describe how your shop really works, not to chain three triggers together.FormsPublic or internal, creating records and kicking off a process the moment they are submitted.InventoryStock, reorder points, and movements, including adjustments for the items nobody thought to track first time round.VendorsSuppliers with payment terms, certifications, and purchase history, managed at the org level so terms stay consistent.Imports & exportsBulk load with validation, a full run history, and a recovery path when a file was wrong. Everything exports back out, because the data is yours.Custom fieldsYour fields on their records, across every module, without a developer and without forking the data model.Calculated & rollup fieldsFields that compute from other fields, look up across records, and roll totals up the tree. The spreadsheet column moves into the record it was describing.Webhooks & APIOutbound webhooks and developer access for the connections that are yours alone to build, on Business.
Event management
Explore capabilityEventsSingle or multi day, with the whole agenda in one record rather than a document beside it.Sessions & agendaTimed items, rooms, and tracks, editable right up to the morning of.Speakers & hostsPeople pulled from contacts and members, so the bio you publish is the record you keep.Invites & RSVPsAccess types from fully internal to fully public, with responses written onto the contact.Public event pagesTheir own slug and settings, published without involving anyone technical.
Client portal
Explore capabilityPortal sharesTurn a portal on per client and choose the modules and records inside it. Nothing is shared by accident.Portal membersPer person capability overrides, so a client CFO and a client coordinator do not get the same screen.Shared documentsThe same versioned file you work from, not a copy that drifts a week later.Shared invoicesIssued invoices, payment status, and retainer usage, visible without an email chase.Shared knowledgeKnowledge articles published into the portal per client, so the help a client sees is the help that applies to them.Client threadsConversation in the portal that lands on the internal record, with visibility on every comment.Portal notificationsClients told when something they care about moves, without adding them to your internal noise.
Financials & insights
Explore capabilityBudgetsA fee side and a cost side on every project budget, with lifecycle states and a true-up at close, so the plan and the outcome meet on the same record.Funding linksBudgets draw on named contract deliverables, which makes coverage a computed number and unfunded work visible before it happens.Change requestsBudget increases travel through an approvals inbox, with who asked, who approved, and what changed kept on the budget itself.Budget alertsThresholds checked on a schedule, so the overrun conversation happens at 80 percent and not at 130.Client budgetsA per-client envelope for the fiscal year, sitting above project budgets so the account view and the project view agree.ProfitabilityRecognized, invoiced, and collected kept apart, with committed cost from real allocations. Margin by role, not just by project.Client healthDelivery, commercial, and relationship signal combined into a read you can defend, recalculated on a schedule.ForecastingPipeline weighted by probability that comes from your own history, with demand attached to it.Revenue bandsCommitted, likely, and possible revenue over time, snapshotted so the change is visible.
Reporting & dashboards
Explore capabilityDashboardsRole-relevant boards built from configurable widgets and shared with the people who read them. The Monday screen that replaces the Monday meeting.WidgetsPriorities, progress, workload, pipeline, and business signals, each reading live records rather than an export that was stale on arrival.Saved viewsAny filtered list, saved and shared. The lightest report is the view itself.ReportsThe recurring operational questions answered once and scheduled, from delivery and service to campaigns, inventory, and suppliers.AlertsThresholds and changes that come to you, routed to whoever can act, before a small issue compounds into a large one.Entity timelineEvery interaction type rolled up to one account view, so nobody has to assemble the history by hand.Audit trailWho changed what, and a merge model where undoing a bad match is cheap. The reason you can trust the number on the screen.
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