All the Features You Need

Six capability areas for agencies—win work, deliver, bill, collaborate with clients, plan capacity, and measure margin—without switching between point tools.

Sales & Quotes

Win agency work before delivery starts

Lead capture and conversion to clients or opportunities
Opportunity pipeline with Kanban stages and forecasting
Quotes with line items, taxes, and project linkage
Public quote links with accept or decline
Convert accepted quotes to projects with budget carried over
Create quotes from WBS items with flexible line-item grouping
Inbound lead webhook for marketing forms

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Project Management

Plan, track, and deliver projects with powerful tools

Kanban boards with drag-and-drop
Interactive Gantt charts for timeline visualization
Work Breakdown Structure (WBS)
Project milestones and dependency tracking
Real-time collaboration and updates
Time and budget alerts (75% and 90% thresholds)
Recurring cards for repetitive tasks
Card subscriptions for team notifications
Hidden cards option for internal-only tasks
WBS wireframe text import and scaffold-to-board

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Time & Billing

Track time accurately and get paid faster

Real-time time tracking with live updates
Link time entries to projects and tasks
Professional invoice generation
Recurring invoicing for retainers
Payment tracking
Google Calendar and iCal integration (coming soon)
Time-based billing reports
Invoice templates and customization
PO number support in invoices
Automatic invoice calculations

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Client Portal

Client-facing collaboration and self-service

Branded client portal on your workspace subdomain
Retainer balances and history
View and pay invoices online (Stripe / PayPal)
Review and respond to quotes
Project roadmaps, boards, and change requests (by role)
Card comments and attachments for collaborators
Contact roles: full, project, or billing access

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Capacity Planning

Staff agencies with utilization truth

Capacity planning by person and by team
Utilization from logged time on projects
Compare sold work and pipeline to available hours
Team profitability and forecast reports
Dashboard metrics refresh on demand

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Financial Reporting

Margin, cash, and forecast reporting

Income forecasting and cash flow projections
Profit & Loss reports
Accounts receivable aging
Client and project profitability (and forecasts)
Sales pipeline forecast
Expense tracking and categorization
Financial CSV export for accounting tools
Budget alerts on projects

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Team & Collaboration

Work together seamlessly

Role-based permissions (Owner, Admin, Manager, Team Member, Contributor, Client portal roles)
Real-time updates via Laravel Reverb
Team capacity planning
User-specific time zone preferences
Dashboard notifications system
My Day widget for task management
Todo lists with filtering
Task assignments and due dates
Team utilization reports
Multi-user project collaboration