The system of record for teams that run on detail.
Track every version, every deadline and every decision in one place.
14 days · 5 seats · every module · no credit card
Built for
Everyone who touches the work, on the same record.
Bringing the documents, the meetings, the bids and the billing into one place changed how we run the business. I can answer almost any question about a job in a minute, instead of chasing three people for it.
Everything the work needs, in one place
From the first client call to the final invoice, in one workspace. Every part sees the same people, documents and dates.
Clients and pipeline
Every company, person and opportunity, with the stage each deal is in and the reports a sales meeting actually asks for.
Bids and proposals
Build the pack from a library of documents you reuse on every bid, track the deadline, and record the decision.
Documents
Registers, revisions, markup and signatures, with full history on every document. There is always one current version, and you can compare it against any earlier one.
pdf
docx
xlsx
pptx
jpgProjects and work items
Tasks and issues across the whole workspace, on boards, with subtasks and milestones.
Calendar and meetings
Every deadline in one grid, plus meetings with RSVPs and rooms that can't be double-booked.
Work with other companies
Bring outside firms onto a project. Each keeps its own register and numbering, and files what you send straight into it.
Notes and forms
Minutes and write-ups next to the work, and forms anyone can fill in from a link, even on a phone.
Role-based access
Decide who can see and change what, across the workspace, each project and each document. People only see the parts their role lets them open.
Board pack · Q3ConfidentialBuilt as one product, not stitched together.
Every screen shares the same menu, the same search and the same people.
What needs you, today
Everything waiting on you across every project, arranged the way you like it.
Explore the platform
Every search lives in the link. Send it, and a colleague sees the same search through their own access.
From winning the work to getting paid, one trail.
Each stage picks up where the last one left off. Same people, same documents, same history, so nothing gets typed in twice.
Win the work
Move the opportunity through your pipeline and build the bid from a library of documents you reuse every time. The deadline stays on everyone's calendar.
Built for the auditor, not the brochure.
Built to comply with the privacy laws our customers answer to, wherever they work. Every record is kept, checked and logged so it holds up when someone asks for it.
POPIA
South Africa · Act 4 of 2013
GDPR
European Union · Regulation (EU) 2016/679
UK GDPR
United Kingdom · With the Data Protection Act 2018
CCPA
California · As amended by the CPRA
- POPIASouth Africa
- GDPREuropean Union
- UK GDPRUnited Kingdom
- CCPACalifornia
Our providers are audited to
ISO 27001SOC 2 Type IIPCI DSSRuns on
- Google Cloud
- DigitalOcean
- Paddle
Bring client service and operations together.
One workspace for every client, project and invoice.
