Projects

    Run project work, timelines, documents, sales handoff, and meeting actions from shared records.

    6 capabilities · Project management, Gantt, Docs, Sales CRM, and AI Notetaker

    How it works

    1. Hand off the saleWon scope, contacts, and dates carry over from the deal into the project.
    2. Run the workPlan work items on a board and dated work on the timeline.
    3. Watch the marginBudget, milestones, and cost show the margin on each engagement.

    What's included

    Project Management

    Manage project workspaces, items, owners, and status.

    Gantt Charts

    Soon

    Plan dated work on the shared delivery timeline.

    Docs

    Soon

    Keep project files, notes, and knowledge with the work.

    Sales CRM

    Carry won scope, contacts, and dates into delivery.

    AI Notetaker

    Soon

    Link meeting summaries and reviewed actions to the project.

    Budgeting & Profitability

    Track budget used and remaining against time, expenses, revenue, cost, profit, and margin.

    More in Delivery

    Resourcing

    Plan people, capacity, time, and leave across active work.

    Delivery

    Run project work, plan people, and keep time and contracts with delivery.

    See it on your own data

    Start a trial, or book a short call and we will walk you through it with your own workflow.