Projects, tasks & approvals

Track projects and tasks, set reminders, and route approvals — keep work moving alongside sales.

Track projects alongside your sales and costs — group related work, tasks and spend so you know where a projec...

Create tasks, assign them to your team, and track them to done — so nothing falls through the cracks.

Set reminders so you follow up on customers, dues, tasks and deadlines instead of relying on memory.

Require approval for sensitive actions — big discounts, expenses or edits — so staff can act but a manager sig...

Share announcements with your team so everyone sees important notices — policy changes, targets, reminders — i...

Log hours against projects, see cost versus billable value and margin, then turn approved billable time into a...