Switch on the business you run.

Each module sits on the same boards as your plans, so a client, a project, a deal and an invoice are never far from the idea they came from.

Page 3 of 12

How the modules connect

Every module at its seat, the board in the middle.

Every line across the room is a real link in the product. Choose a seat to open its page.

Your boards

Module 1 of 6

Every client, in one folder and one portal.

A folder for every clientIts people with their role, phone and email, its projects, boards and files, and a timeline of everything that happened. Star a client to keep it first.
The client portalInvite each person at a client to sign in. They see only the projects you put them on.
View, comment or editOn each project you decide what the client may do: view it, comment, or edit by adding tasks and moving a stage.

Module 2 of 6

Projects that run on time, and say so when they do not.

A Kanban your wayStages you name, a limit per column, labels, points and fields of your own.
Sprints and automationsPlan a sprint and count its points. When a task moves, assign it, label it or raise its priority.
The task windowSub-tasks, an assignee and co-assignees, watchers, due dates and comments with @mentions. Duplicate a task, or start from a template.

Module 3 of 6

Every deal, from the first call to Won.

Pipeline, funnel or targetA column per stage and one for Lost, each head with its count, total and weighted value. The same deals as a funnel or a target.
Drag a deal throughMove a deal from stage to stage. A lost deal keeps its reason, and can be restored.
From prospect to clientA prospect lives in Sales. Won, it becomes an Active client and is offered a project.

Module 4 of 6

Quote it, bill it, get paid. In KWD, to the fils.

Quotes and mini proposalsYour client accepts or declines online, from the letter's own link.
Billed in stagesA percentage, a fixed amount, chosen lines or milestones.
Numbered your wayA pattern of your own, like INV1126-0042-E, and a number never given twice. KWD to three decimals, other currencies too.

Module 5 of 6

QR codes you can change after you print them.

A code for anythingA link, a contact card, Wi-Fi, WhatsApp, email, a location, a phone number, a PDF or text. Change where it leads after printing.
Your own lookYour colours, module shapes and a logo in the middle, still easy to scan. Download it as PNG, SVG or EPS.
Scans you can readBy day, place and device, with no IP address stored.

Module 6 of 6

Lists that get done, and know who is doing them.

Wherever the work isOn its own, for a folder, or as a card on a board beside the plan.
Shared as you chooseWith a person or a team, to view or to edit, with notes that only you see.
Rows with ownersAssign a row to a person or a team, and @mention a colleague.

Start a board in a minute, and bring your team round it when you are ready.