CRM
Nothing falls through.
Tasks, notes and a full activity timeline attach to any record — inquiry, lead, account or project — so the whole job has a memory.
Tasks anywhere
Attach to any record, with due dates and owners.
Activity timeline
Every status change and note, automatically logged.
Notes
Context that travels with the record.
More CRM
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A pipeline built for project work. →
Inquiry → Lead → Opportunity → Account — the stages a web agency actually uses, with AI Insights flagging the leads worth chasing first.
Quote, send, get paid. →
QuoteBuilder turns line items into a branded PDF; Stripe Connect takes the payment — all inside the project, never a separate tool.
Customers and projects, joined up. →
Ongoing-agreement fields, contact info, connected sites and the full project list — one record per account, never a spreadsheet again.