Ops · Client delivery

Professional Services

Client operations, projects and time in one platform.

OPERATING FLOW

6 stages

MODULES

4 product modules

INTEGRATIONS

DEPLOY

Vercel · AWS · Supabase

PROBLEM

Time, CRM and delivery live in three tools that don't share state.

OPERATING SYSTEM

One platform for clients, projects, time and invoicing — with real-time margin visibility.

WORKFLOW

From lead to
outcome.

Lead

Proposal

Project

Timesheet

Invoice

Payment

PRODUCT MODULES

Multi-org client hierarchy and roles.

Phases, milestones and budgets.

Fast entry with automatic rollups.

Draft, approve, send and reconcile.

INTEGRATIONS

HubSpot

Xero

Slack

Google

Stripe

BENEFITS