Three apps, one workspace.

They share the same people, contacts, inbox, search and permissions, so your team sets things up once.

Projects

Plan the work and see where it stands.

A project for every client, campaign and launch, each with the workflow it needs.

Four views: Board, list, timeline and calendar. Each project remembers the one you use.
Timelines: Drag to reschedule, and see what's waiting on what.
Your workflow: Name the steps your way. Progress and reports still add up.
Workload: Everyone's week at a glance, before anyone's overloaded.
Portfolio: Every project's status and progress on one page.
Clients: Link a project to a client, or start one from a won deal.

CRM

A CRM built around what happens next, not around filling in forms.

Today: Every activity that's due, and the deals and leads that need attention.
Leads: An inbox for interest that isn't a deal yet. Convert it when it's ready.
Pipelines: Boards and lists of deals, with the stages you choose.
One-tap logging: Log a call, add a note or plan the next step.
Log email by BCC: BCC your workspace's address and the email lands on the right deal.
Reminders: A nudge when each activity is due, wherever you are.
Reports: Deals won and lost by month, where they're lost, and the activities each person has done.
Move from Pipedrive: Bring your leads, deals, people, activities and notes across, history and all.

The people and companies you work with, shared by Projects and the CRM.

Contacts and companies: Emails, phones, owners, tags and your own fields.
Smart matching: New contacts whose email matches a company's domain are suggested for it.
Import and merge: Bring in a spreadsheet and tidy up duplicates.
Privacy built in: Consent, do not contact, and erasing someone's data on request.
Find anyone: Search by name, email or company from anywhere.
Export: Download any list as a CSV.

Set up a workspace in a minute and invite people when you're ready.