We believe keeping everything organised in Salesforce is better than having tasks, projects, customers and everything else strewn across lots of spreadsheets & disconnected apps. The end result being a better experience for your team, less chaos and uncertainty for you, and a much greater perception to your customers.
Create projects linked to your Salesforce CRM Account, Contact, Opportunities, Cases and more.
Automatically spin up repeatable projects from Salesforce. Your project plan is automatically defined from your template including, role based assignment, dependencies and project schedule.
Reports and dashboards provide managers the 10,000ft view. Know who is working on what, which projects are late, which customers are being over or under serviced.