Not a suite of products that integrate. One database, one permission model and one login, so a deal, the project it becomes, the hours logged against it and the invoice at the end are the same records rather than four systems agreeing to disagree.
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A trigger, the conditions that narrow it, and the actions that follow. No code, and you can watch a rule run against real data before you ever switch it on.
Letting your assistant read another app is not the same job as sending your data out to one. Most catalogues blur the two. This one sorts by how a thing actually connects, and says so on every tile.
Export covers 65 kinds of record. Import maps your column names and your spellings onto ours before anything is written. And the page never promises a round trip it cannot complete.
Line items, discounts, tax, PO numbers and five print-ready templates, all carrying your brand rather than ours. Connect your own Stripe and the money goes to you.
A general ledger with a chart of accounts and journal entries, not a bookkeeping add-on bolted to a project tool. Several companies can keep separate books and still be read together.
Buy a number, answer it in the browser, and the call attaches itself to the client, contact or lead it belongs to. The history is one timeline instead of a phone app beside a CRM.
A waiting room, a guest link with no account needed, and a recording that turns itself into a transcript and a set of action items. Hosted inside the same workspace as the record the meeting was about.
Send a proposal, a contract or an offer for signature without leaving the workspace. Every step, sent to signed, is hash-chained into one audit trail you can print.
Build a form once with order tables and computed fields, publish it as a link or an embed, and every response lands in your CRM. The same engine runs NPS and CSAT surveys with branching logic.
Nested folders, real-time documents and spreadsheets, and every upload virus-scanned before anyone can open it. Share exactly what a client should see and nothing else.
Build a pay run from attendance and time tracking, add bonuses, mark it Paid, and the Salaries entry lands in the general ledger by itself. It is a pay register, not a statutory payroll service, and this page says so plainly.
A ticket with a status, a priority and an owner, sitting on the same list toolbar as every other module. Replies stay on the record instead of scattered across email threads.
Deals move through pipeline stages you name yourself, each one linked to the company and contact it belongs to. Every lead gets an automatic 0-100 score the moment it arrives, so your team calls the hottest ones first instead of guessing.
Publish your availability once and visitors pick an open slot in their own timezone, no account and no phone tag. Every booking becomes a CRM lead automatically, so a scheduled call is never disconnected from the record it belongs to.
Guests you invite land on a branded home at /portal, seeing only the projects, invoices, files and reports you gave them access to. It is enforced on the server, not just hidden in the interface, and a guest never counts against your seat limit.
NPS, CSAT, star ratings and open text on a hosted page you can share anywhere, with logic that skips a promoter past the questions meant for a detractor. Every response rolls into a live score the moment it arrives.
Tasks carry subtasks, a checklist, comments and a timer, and dragging one to a new column is the whole status update. The project itself is just as editable: any field, from progress to the project manager, saves the moment you click it.
Every team carries a colour, a company and a mission, with live counts of open tasks, overdue work and hours logged for the whole team and each person in it. Members get a team role, Lead, Editor, Contributor, Viewer or Member, that sits alongside their organisation role rather than replacing it.
A portfolio carries its own owner, status, budget and objective, and sits above its projects rather than beside them. Add a manager who can edit it, or a member who only gets read access to its projects, without touching what either of them can do anywhere else in the workspace.
Pick a pack, Project Status, Client QBR, Pipeline Review, Finance Summary, Agent ROI or an admin-only Agent Compliance Pack, and it is assembled live from your own data, branded in your workspace colour and ready to print. Schedule it to regenerate on its own, save a copy to Drive, or share just that one report to your Client Portal.
Post the job, track applicants through to an offer, then turn that offer into an employee record and their onboarding checklist in one move. Every profile carries a manager, a department and 30 days of real activity, whether that person has logged in yet or not.
Check in with one tap and your location is captured automatically, free on every plan; add a workspace policy on Pro and above for verified methods, shifts and lateness grading. A leave request goes to an approver who can already see who else is away before they decide.
Group reviews into a named cycle, assign each employee a reviewer, and move every appraisal from Pending through Self review and In review to Completed. The KPI cards total how many are finished and the cycle’s average rating without anyone compiling a spreadsheet.
Every risk carries an impact and a probability that multiply into a score, so the register sorts itself by what is actually worth worrying about. A risk lives on the project that raised it, and the workspace view rolls every project’s register into one heatmap.
Full-page documents, spreadsheets and presentations built like Microsoft Office, not a text box bolted onto a file preview: a real formula engine, pivot tables, tracked changes and live cursors. Save as you go, and the file still leaves as a genuine Word, Excel or PowerPoint document whenever you need it to.
Annotate, fill, sign, reorganise and permanently redact a PDF in the browser, saved back into the file itself so anyone opening it in any reader sees exactly what you did. A scanned page becomes real, searchable text in one click.
A space is Organization, Private or Public, so a client-facing space and an internal one can sit side by side without either seeing what it should not. Members post, reply in threads, and owners or moderators pin what matters and remove what does not, live and inside your own workspace.
Every code encodes a permanent short link rather than the destination itself, so changing where it points never means reprinting anything, even after it is already on a flyer or a business card. Every scan is counted, with the device type and where it came from, and never anything personal.
Send and receive SMS through your own Twilio, Telnyx or Plivo account, or a WorkBOS number, with every message logged against the client, contact or lead it belongs to. Bulk campaigns and the US carrier registration they require come from the same place, not a separate tool.
When a voicemail comes in, WorkBOS reads it and files a plain summary and one intent, sales, support, booking, billing, spam or other, on the call record. It never answers the phone and never speaks to a caller: this only happens after somebody has already hung up.
Keep one list of everyone you can email and whether they agreed, build segments that update themselves, and design, test and send campaigns from your own domain. Every email carries one-click unsubscribe, and every result sits beside the leads it produced.
Write a post once, target one or more channels, and track every draft, scheduled and published post in one list. LinkedIn goes out on its own once you connect it; every other channel is planned and tracked here, and you post it yourself when it is due.
Capture your screen, your voice and an optional webcam bubble straight from the browser, no plugin to install, and get a shareable public link the moment you stop recording. Every clip is malware-scanned and stored in your own workspace, and you can attach it straight to the task it explains.
A name with a link has a page. A name without one is a module we have not written up yet, which is a more useful thing to tell you than a link that goes nowhere.
Projects, the work inside them, and the client looking on.
From a first enquiry to a signed document.
Filling the top of the funnel and keeping it warm.
Colleague calling, the phone system, the texts and the meetings, on the customer record.
A real general ledger, not a list of invoices.
Hiring, onboarding and the admin around a team.
The parts that make the rest safe to use.
Every module registers its records with Chief, the AI chief of staff, which is why it can answer a question that crosses three of them without you joining anything up first. It reads through your own permissions and asks before anything risky.