Assign tasks to multiple people and empower team members from different roles to collaborate on service or project delivery.

Collaborate on assignments

Unify sales, delivery, and finance data to reduce friction between internal teams. Delivery specialists will know what’s promised during the sales process. Account managers will get a real-time overview of project progress and payments.

Promote cross-team collaboration

Foster accountability and manage expectations as team members gain visibility into each other’s workload. Track everyone’s commitments and progress in real-time. Know when to provide support to ensure successful project delivery.

Keep everyone in the loop

Break free from private chatrooms. Communicate and share files right where you manage work. Ensure everyone can instantly access the data relevant to their clients, projects, and roles.

Eliminate information silos

Set up granular user permissions to ensure everyone sees only the information and features relevant to their role. For example, financial information can be hidden from delivery specialists if irrelevant.

Share only what's relevant

Share quotes with customers via a link to get their feedback and approval in seconds. Share the Gantt chart externally to communicate the project timeline and share the progress. Ask the customer to join your workspace and collaborate through the Customer Portal.

Collaborate with customers

Track project results from sales to delivery and finance without the hassle of moving data across different platforms. Get insight into how individuals and teams use their time and find ways to improve team productivity.

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