Collaboration and projects
Work together with a kanban-style collaborative board, timeline/Gantt with dependencies, reusable project templates and a structured handoff from Sales to CS.
- Collaborative board (kanban)
- Timeline / Gantt with dependencies
- Project templates and sales→CS handoff
Collaborative kanban
Visualize work on boards and move cards across stages with the whole team together. Everyone sees the status in real time.
Timeline with dependencies
Plan deliveries on a Gantt and link tasks that depend on each other. You spot bottlenecks before they stall the project.
Reusable templates
Save model projects and recreate entire processes in one click. Every new project starts already structured.
Sales → CS handoff
The handover from sales to post-sale follows a structured flow. No context is lost in the transfer.
All tied to the customer
Projects stay linked to CRM accounts and deals. Execution and relationship live in the same place.
Projects and CRM on the same base, no other tool
Versionable process documentation
Report sharing with the team
From close to delivery
On win, the structured handoff carries context to CS. Projects with templates, board and Gantt organize the rollout.
Context that isn’t lost
Process docs, comments and mentions keep everyone aligned inside the record.
- 1
Create the project from a template or from scratch.
- 2
Organize tasks on the kanban and the timeline with dependencies.
- 3
Collaborate with the team by moving cards and commenting in context.
- 4
Run the structured Sales-to-CS handoff when the deal closes.
Onboarding a new customer
A project template creates every implementation stage and the kanban tracks each task through to delivery.
Handing the customer to CS
The structured handoff transfers history and expectations from the rep to the success team without noise.
Coordinating a complex project
The timeline with dependencies shows the critical path and keeps a delay in one stage from surprising the rest.
How does the collaborative kanban board work?
You visualize work on boards and move cards across stages with the whole team, and everyone sees the status in real time.
What is the timeline/Gantt with dependencies?
It's a visual plan that links tasks depending on each other, helping you spot bottlenecks early.
Can I reuse project templates?
Yes, you save model projects and recreate entire processes in one click.
How does the Sales to CS handoff work?
The handover from sales to post-sale follows a structured flow, with no context lost in the transfer.
Are projects linked to CRM accounts and deals?
Yes, execution and relationship live in the same place.
Can I document processes inside the project?
Yes, process documentation is versionable and sits alongside comments and mentions on the record.
Do I need another project management tool?
No, projects and CRM live on the same base, no other tool needed.
Can I share reports with the team?
Yes, report sharing with the team is included.
Is this included in the free plan?
Yes. It's free and you only pay infrastructure usage above US$20 per month.
Work management and projects
Visual Monday-style boards for the whole team, in the same place as the CRM.
Time tracking and timesheets
Log hours per task, mark what is billable and close the month inside your projects.
OKRs and goals
Company, team and person objectives with key results that update on their own.