CRM & projects
From the first enquiry to a finished job: leads, project boards, teams and the decisions that need sign-off.
CRM: Leads & Follow-ups
Capture every enquiry with an owner, a stage and a next action; reminders, the website enquiry form, won/lost sign-off and the hand-off into a quotation.
Read guideProjects & Boards
Jobs with a team, a kanban board, a budget and a margin: cards, checklists, templates, My tasks and approved openings, budgets and closures.
Read guideProject Roles
Sponsor, PMO Manager, Project Manager, Coordinator and Team Member: who sees which projects, who sees the money, who signs off.
Read guideSales Roles
Sales Representative, Manager and Director: CRM without accounting access, own-lead visibility for reps, and won/lost sign-off.
Read guide