Unified projects, tasks, scheduling, support—all integrated.
Centralized workspace for managing projects, nested tasks, team calendars, and customer support. Every task syncs with CRM contacts, timesheets track billable work, and booking pages handle customer scheduling—all from one platform.
Everything your team plans, tracks, and delivers
Five tightly integrated surfaces that share the same contacts, calendars, and time data—so nothing falls between the cracks.
Project Management & Task Tracking
Create projects with budget tracking. Tasks support parent-child hierarchies across 5 statuses: pending, in progress, review, completed, and cancelled. Set priorities (low, medium, high, urgent), assign owners, estimate hours, and monitor actual time spent via integrated timesheets. Link tasks to CRM contacts, orders, emails, or knowledge base articles—every task flows into one unified task board.
Scheduling & Booking Pages
Public booking pages with configurable meeting types, durations, and prices. Set availability rules per weekday with date-specific overrides for holidays. Support team scheduling via round-robin, pooled, or priority-based distribution. Automatic timezone detection, minimum notice windows, and daily/weekly booking limits. Integrated calendar sync with CalendarAccount and one-click auto-meeting creation.
Support Tickets & Department Routing
Ticket workflow: open → in progress → info requested → on hold → resolved → closed. Route tickets to departments automatically. Track status, priority (low/medium/high), and assigned owner. Add timestamped messages, CC recipients, and due dates. Track SLA compliance with last-message timestamps. Tickets link to CRM customers for instant account context.
Time Tracking & Timesheets
Log time against any task or project. Timesheets flow through approval: draft → submitted → approved → paid. Track billable vs. non-billable hours, override hourly rates per entry, and attach work notes. Automatic denormalization of actual hours onto tasks and projects for real-time budget comparison. Generate invoices from approved timesheets.
Recurring Tasks & Automation
Create recurring task templates that auto-generate instances daily, weekly, monthly, or yearly. Set completion-driven recurrence: complete a task, the next one auto-creates based on your interval. Link recurring templates to HQ positions for automated team workflows. Support max occurrence limits and skip holidays via availability overrides.
Capabilities that keep work moving
The connective tissue that ties projects, calendars, time, and customers together.
5 task statuses, 4 priority levels, parent-child task hierarchies
Timesheet approval workflow: draft → submitted → approved → paid
Availability rules per weekday + date-specific overrides + minimum notice hours
Team booking distribution: single, round-robin, pooled, or priority-based
Automatic timezone detection on booking pages + CalendarAccount sync
Task connectors to CRM contacts, orders, emails, and knowledge base articles
Budget tracking per project with real-time spent-hours comparison
Good to know
Run your whole operation from one workspace
Projects, scheduling, support, and time tracking—connected to the contacts and calendars you already use.