Keep client context attached
Store every contact, conversation, scope and commercial decision alongside the work it affects.
Keep the pipeline, briefs, delivery, billable time and client invoices connected, so your team protects both the work and the margin.

The brief does not end in CRM, time does not disappear in spreadsheets and finance does not wait until month-end to understand the work.
Store every contact, conversation, scope and commercial decision alongside the work it affects.
See priorities, owners, workload and deadlines across every active client account.
Connect billable time, project delivery and invoicing so margin is visible before the post-mortem.
The same client record follows the entire commercial and delivery journey.
Track the opportunity, stakeholders, scope and next move in CRM.
Turn approved scope into milestones, tasks, owners and deadlines.
Capture time and progress while the team does the work.
Bill accurately, collect payment and review account performance.
Connected modules remove the handoff gaps that cost time, margin and client confidence.
Bring pipeline, delivery, time and billing together before another hour or handoff disappears.