Delivery, sales, and finance each see theirs.
No exports, nothing to reconcile.
Answer a question once.
Sent to whoever can act.
Dashboards read live records, and every figure opens to the records behind it.
Because it is built from exports. Here dashboards read live records, so the numbers are current.
Their own dashboard: workload and risk for delivery, pipeline for sales, margin and overdue invoices for finance.
Alerts watch thresholds, like a budget at 80 percent or a ticket near its SLA, and tell the person who can act.
Yes, because you can open it. Every figure drills into its records, and the audit trail shows who changed what.
Boards built from widgets and shared with the people who read them.
Priorities, progress, workload, pipeline, and money, all live.
Any filtered list, saved and shared.
Recurring questions answered once and kept current.
Thresholds and changes, sent to whoever can act.
Every interaction with an account in one view.
Who changed what, so you can trust the number.
Across the workspace
Calls, email, tickets, meetings, and events roll up to one account timeline. Client health is calculated from it, with sources you can check.
What this removes
Guessing at account health, and rebuilding the history before every renewal call.
One workspace, so the records here are the records everything else reads.
Don't see your question? Contact us
For most day-to-day questions, no. Dashboards read live records, and every number drills into the work behind it.
Yes. Share a board with a team or a role.
Budget burn, SLA risk, stock levels, and more, each sent to whoever can act.
Delivery, service, campaigns, inventory, suppliers, utilization, staffing, and profitability.
Always. Every figure opens into the records and owners behind it.
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card needed on core.
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