Switch on when you need it
Projects & Workflow
Projects, tasks and kanban boards with dependencies that actually enforce order.
“The job is won and now four people are asking who does what first.”
Instead of: A separate project tool with its own copy of your customers
Projects & Workflow turns a won deal into delivered work. Create projects from templates, break them into tasks with owners and due dates, track them on kanban boards, and define workflows where a step cannot start until the steps it depends on are done. Everything links back to the customer record, so account managers see delivery status without asking.
What you get
- Project templates that spin up from a won deal
- Tasks with owners, due dates, checklists and comments with @mentions
- Kanban boards with swimlanes and WIP limits
- Dependency-aware workflows that block steps until prerequisites finish, with approve and reject branches
- Timeline and workload views
- Customer-visible status without exposing internal notes
Who tends to switch this on
- Agencies and service firms delivering scoped work
- Installers, contractors and field teams
- Operations leads who need handoffs to be enforced
Goes well with
People who switch on Projects & Workflow usually switch these on too.
Vendors & Procurement
A vendor directory, purchase orders and a bid board your suppliers can use.
Instead of: A purchasing spreadsheet and a supplier folder
Human Resources
The people side of the business, in the same place as the work.
Instead of: A staff-records system and a timesheet app
Contracts & e-Sign
Templates, ordered signatories and a signing page you own.
Instead of: A signature service billed per document
Report Builder
Pick a category, a subcategory and the fields you want. Save it. Export it.
Instead of: Exporting everything to a spreadsheet to answer one question
Don't see what you need? We build custom options and integrations.
Custom options and programming are available. Describe your needs in your own words and we will be in contact within one business day.
See Projects & Workflow with your own work in it.
Add it to your setup and see the total, or tell us how your business runs and we will show you this part doing it.