Projects
Every project, from kickoff to launch
Start a project from a template and get its phases and tasks in one click. Work through Discovery, Design, Build, Review and Launch with everyone seeing what's next.
What you get with projects
Start from a template
Website build, landing page, SEO setup, ongoing SEO, monthly retainer and more, or save your own.
Phases with due dates
Phase lengths become due dates from the start date, and the current phase is always clear.
Tasks that hold the details
Assignees, priorities, due dates and a checklist on every task, each with its own history.
Meeting notes to tasks
Paste notes from a call and AI suggests the tasks. Nothing is added until you choose.
Client email on the project
Emails with the client from Gmail are attached to the project, so the conversation sits next to the work.
Kickoff forms
Send a form for the logo, brand, photos and page copy. Answers and files land on the project.
Questions about projects
Can I make my own project templates?
Yes. Edit templates directly, or save any project as a template.
Works together with
- Clients & dealsContacts, companies and deals on one record per client that fills itself in.
- ProposalsWrite it on the call, send it before you hang up, see when it's opened and signed.
- SupportClient requests from email become tickets, with replies, statuses and history.
- Client CRMsGive every client a small CRM of their own, under your brand.
- Websites & SEOUptime, speed and SEO for every client site, with reports in your brand.
- EmailOne-to-one emails with templates, and email to a whole list, from your own inbox.