Projects

Full project management replacing Asana, Monday, and Trello. Kanban boards, Gantt charts, milestones, and Task Sets that spin up 100+ tasks in 15 seconds when a deal closes.

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What you get

Task Sets: trigger a full project template from a CRM event

Kanban, list, and Gantt views with drag-and-drop

Recurring tasks, dependencies, and deadline auto-calc

Client-facing portal so clients see progress without email

Time tracking per task for billing and capacity planning

Built for how you actually work

Social Media Agencies

Monthly content calendar spun up in 15 seconds per client — designer, copywriter, and approvals pre-assigned.

Construction

Phase-gated projects with milestone sign-offs before next phase unlocks — no subcontractor timing errors.

SaaS Onboarding

New customer triggers a 45-task onboarding project assigned to the right CSM automatically.

Immigration Law

Case milestones track USCIS deadlines with automatic escalation if a step stalls.

More in Operations

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Checklist & Portal

Client checklists + portal

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Courses

Build & sell online courses

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Community

Paid community platform

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