Workspace
Client & Project Management
Secure client portals, unified CRM, deep project tracking, and role-based team collaboration without shared passwords.
Direct Client Portal
Give your clients a secure portal where they can pay you directly, with zero middleman platform fees.
Zero middleman fees
Direct payments
Secure portal
Client Management
Keep every client relationship in one place, from the first message to the final invoice.
Client profiles
Contact information
Activity history
Client timeline
Linked invoices
Linked projects
Project Management
Track progress, deadlines, and every invoice, expense, or form tied to a project, all from one place.
Project tracking
Status management
Deadlines
Timeline
Linked financial records
Team Collaboration
Bring your team together without sharing passwords. Use role-based access to control who can edit or view data, and always know exactly who created or last modified a record.
Role-based access
Member invitations
Audit trails
Creator metadata
Secure workspaces