Your clients. Your projects.
One connected workspace.

Choose the part of your work you want to bring together.

Client workspaceSample data

Deals Pipeline

Lead 2

Rivermount Studios

Website redesign

Anna LeeDiscovery
BrightPath Health

Client portal

Marcus ChenContacted

Proposal 2

Northlane Retail

Campaign platform

Daniel KimProposal
Helix Legal

Knowledge base

Sarah MalikReview

Won 1

Summit Education

Learning workspace

Alex RiveraWon
Explore CRM features

Illustrative workflow. Explore the demo to see the current product.

01

CRM & pipeline

Keep the account history close to every opportunity.

Explore this workflow
  • Client accounts and contacts
  • Deals and follow-ups
  • Links between CRM accounts and projects
02

Projects & delivery

Turn commitments into work with clear ownership.

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  • Tasks and milestones
  • Project charter and scope
  • Risks, issues and acceptance records
03

Spaces & documents

Give the delivery team a shared place for context.

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  • Project-team discussions
  • Shared documents and files
  • Access based on project membership
04

Quotes & client documents

Keep commercial records alongside the work.

Explore this workflow
  • Quotes and statements of work
  • Invoice records
  • Client-facing document workflows

Feature availability depends on plan and role. See plans and limits.

Make your next project
a connected one.

Start with 2 projects, 25 CRM accounts and 10 open deals.