Built for how you
actually work.

A client database with company details, status tracking, primary contacts, and linked emails. Search, filter, and organize your entire client base.

Manage people across your business — with labels, linked client companies, phone, email, position, and direct search across all contacts.

A visual kanban board with custom pipeline stages — Lead, Qualified, Proposal, Negotiation. Drag deals between stages, set values and priority, filter by stage.

Create projects with clients, billing (fixed-price, retainer, hourly), and milestones. Track progress with linked tasks, time logs, invoices, and auto-calculated completion.

Create tasks with priorities, assignees, estimated hours, and due dates. Add subtasks, mark billable, set recurring schedules, and collaborate with comments and attachments.

Switch between kanban boards, list tables, and Gantt timelines. Create multiple boards with custom statuses. See work the way that makes sense for you.

Build professional invoices with line item groups, taxes, and discounts — then manage them through Draft, Sent, Paid, Overdue, and Cancelled stages. Preview, share, export to PDF, and mark as paid from one screen.

Track all revenue by source, client, and category. Log payments, see totals, and get a clear picture of money coming in across your business.

Log business expenses with categories, attach receipts, assign to projects, and maintain a complete record for accounting and tax time.

A rich block editor with cover designs (Minimal, Classic, Corporate, Hero), content blocks, callout boxes, banner images, and text-image layouts. Add pricing, save as template, preview, share, and export to PDF.

Manage proposals through their full lifecycle — Draft, Sent, Viewed, Accepted, Declined, Expired. Track values, validity dates, and duplicate top performers.

Build contracts with the same block editor — add type classification (Service, NDA, Employment), multi-signer tracking with completion indicators, and e-signature fields.

Full contract management with statuses from Draft through Sent, Viewed, Partially Signed, Signed, Active, Expired, Terminated, and Cancelled. Track signer progress at a glance.

Log time entries against tasks and projects. Mark as billable or non-billable, set hourly rates, and track duration. Filter by project for focused views.

Generate timesheets filtered by team member, date range, and project. Summary cards show total hours, billable hours, non-billable hours, and total amount.

Day, week, and month views with event creation. Connect Google Calendar, Microsoft 365, or Apple Calendar for two-way sync across your scheduling tools.

Create shareable booking pages that let clients schedule time directly. Set your availability, buffer times, and meeting types — with automatic calendar sync.