CRM
A full client and company record system with contact history, health scoring, intake forms, and a white-label portal your clients actually use.
Full contact records, relationship history, tags, and custom fields.
Invite clients to a branded portal to view projects, invoices, and files.
Capture new leads and project briefs with custom forms.
Automated client health scores based on engagement and spend.
At-risk client alerts and automated win-back sequences.
Track suppliers, subcontractors, and stakeholders separately from clients.
Delivery
From brief to handoff — projects, tasks, Kanban, Gantt, resource scheduling, time tracking, and file proofing in one system.
Unlimited projects with milestones, sub-tasks, assignees, and due dates.
Visual drag-and-drop workflow management per project.
Timeline view across your entire project portfolio.
See who's available and balance workload across the team.
Log time against projects and tasks; approve timesheets from a single queue.
Upload creative assets and collect client annotations directly on the file.
Generate full task lists from a project brief using Claude AI.
Save recurring project structures and spin them up in seconds.
Finance
Invoicing, quotes, retainers, expenses — all with built-in payment links and two-way accounting sync.
Professional PDF invoices with payment links via Stripe.
Send quotes with e-signature acceptance and auto-convert to invoices.
Sell monthly packages, track burn rate, and auto-invoice each period.
Log client expenses with receipts and include them in invoices.
E-signature contracts with audit trail and PDF download.
Two-way sync with Xero and QuickBooks Online.
Automate repeat billing on any schedule.
Operations
Site monitoring, support tickets, team chat, scheduler, SMS — the operational layer most CRMs forget about.
Watch every client site for downtime, SSL expiry, and WP plugin updates.
Full ticket management with SLA tracking and email integration.
Per-project and general team chat built into the platform.
Connect Gmail or Outlook and manage client emails from the CRM.
Public booking pages for calls and discovery sessions.
Send automated SMS for invoices, reminders, and alerts.
Monitor client Shopify stores and track revenue inside the CRM.
Revenue, utilisation, project health, and custom report builder.
Trigger actions automatically based on status changes and events.