Agencies & service businesses
Track clients, deliver projects and manage deadlines.
- Enquiry comes in
- Proposal tracked in CRM
- Won deal becomes a project
- Tasks assigned to the team
Clients, projects, tasks, meetings, calendar and your team in one connected workspace.
Keep clients and contacts together, and drag deals from lead to won.
Never lose track of a client or a deal.
Learn moreProjects with list and board views, owners, due dates, and your own My tasks list.
Everyone knows what’s due and who owns it.
Learn moreInvite your team with a link. Owner, admin, manager, staff and guest roles.
Fewer “who’s doing this?” messages.
Learn moreBook meetings, keep agendas and notes, and share your calendar with the team.
Every meeting ends with clear next steps.
Learn moreA daily brief, team workload and follow-up drafts, plus AI that turns notes into tasks.
Less admin, with you approving every change.
Learn morePreviews show example data.
The dots connect, so your team doesn’t have to.
List and board views, owners, priorities and due dates. My tasks shows everything that’s yours.
Get started freeTrack clients, deliver projects and manage deadlines.
Coordinate programmes, staff tasks, partnerships and meetings.
For organising work, not for case records or safeguarding.
Keep customers, operations and team responsibilities in one place.
Yes. Create a free account, set up your workspace and invite your team. Projects, tasks, clients, meetings, the shared calendar and the assistant all work today.
Yes. Most assistant tools are free and work from your own workspace data. Finding actions in meeting notes can also use AI, which costs 2 credits. You confirm every suggestion, and nothing is ever sent for you.
Credits are shared by your whole team. Every new workspace gets 100 free during its 14-day trial. Each AI button shows its cost first, and if a request fails, the credits come back.
No. Paid plans open soon. You’ll choose a plan before anything is charged, and you’re never charged automatically.
You pay for ten months instead of twelve, so you get two months free. The monthly price shown is the yearly total divided by twelve.
Yes. Database rules on every table keep each company’s records apart, and automated tests check them. Guests in your workspace can’t see your clients.
Create your workspace in minutes, invite your team, and try Professional free for 14 days with 100 AI credits.