Communication
Keep team conversations, client discussions, and meetings close to active work.
Work management
Plan tasks, organize project files, map ideas, and view deadlines in shared calendar.
Task management software with Kanban and list views
Kanban task management for projects, priorities, subtasks, dependencies, attached files, and connected team conversations.
Team calendar and scheduling software
View workspace events and task deadlines together in month and day views, with search, filters, event details, and event management.
Online whiteboard for team planning
Shared online whiteboard with drawing tools, layers, frames, link cards, exports, and live team collaboration.
File management software for teams
Business file management with folders, previews, search, uploads, client file areas, and role-based access controls.
CRM
Manage client records, notes, files, portal access, and conversations from one account view.
Finance
Connect financial approvals, invoices, cash visibility, bookkeeping records, and exports.
Business finance management software
Finance operations workspace for income and expense requests, approvals, live metrics, KPI targets, and cash flow.
Financial approval workflow software
Create income and expense requests, control who can approve or reject them, record decisions, and connect approved one-time requests to bookkeeping.
Project invoicing software for client work
Create, preview, email, duplicate, and track client invoices with secure online access, attached PDFs, tax details, and payment information.
Bookkeeping software for reviews, files, and exports
Structured bookkeeping software for double-entry transactions, supporting files, review workflows, and exportable records.
Double-entry bookkeeping software
Record debit and credit entries with accounts, categories, project context, supporting files, and exportable transaction history.