Manage Projects. Get Approvals. All in One Platform.

You use a website platform for marketing, a CRM for sales, Trello for project tracking, Google Drive for files, DocuSign for contracts, and email for client approvals. Six tools. Six logins. Zero connection between them.

The Project Management System changes that. Projects, files, approvals, time tracking, and client communication — all built into the same platform that runs your website, CRM, and AI assistant. Everything connected. Everything in one place.

Every project card can have sub-tasks — nested cards with their own stage, checklist, assignee, and due date. Sub-tasks appear on the parent card and on the board with a parent indicator. Each sub-task can be moved independently, so you can track granular progress within a larger project.

• Nested cards with parent-child relationship
• Each sub-task has its own stage, checklist, assignee, and due date
• Sub-tasks appear on the parent card and on the board
• Move sub-tasks independently through the pipeline
• AI agent can create sub-tasks through conversation

Upload files directly to any project. Documents, designs, mockups, contracts — all stored securely and organized by project. No more digging through email attachments or shared drives.

Mark files as client-visible or internal-only. Client-visible files appear in the client portal. Internal files stay private to your team. You control exactly what the client sees. Categorize files as general, design, document, screenshot, contract, or deliverable.

• Drag-and-drop file upload with up to 25 MB per file (configurable per client tier)
• Supported types: images (inline preview), PDF, DOCX, XLSX, PPTX, TXT, CSV (download links)
• File categorization — general, design, document, screenshot, contract, deliverable
• Client-visible vs. internal-only file classification
• Client file upload — clients can upload files back via the approval portal (screenshots, reference images, signed docs)
• Automatic thumbnail generation for images and PDFs
• Image lightbox in client portal with click-to-zoom
• File versioning — upload a new version and the old one is preserved
• Secure MinIO storage with per-client-site isolation

Need a contract signed as part of an approval? Link a contract to the approval request. The client can review and sign the contract directly within the approval portal — alongside the deliverable they're approving. Signed contracts are stored and linked to the project automatically. Native e-signature — no DocuSign or external signing tool needed.

• Link contracts to approval requests — client reviews and signs in one place
• Contract templates with variables and e-signature workflow
• Signed contracts stored securely and linked to the project
• Activity logging — PROJECT_CONTRACT_SENT and PROJECT_CONTRACT_SIGNED events
• Optional auto-move card to "Contract Signed" stage after signing
• No separate DocuSign or e-signature tool needed

Log time against any project. Track billable vs. non-billable hours, see total project time at a glance, and break down time by team member. Know exactly how much time each project takes — for costing, billing, and capacity planning. Cross-project time reporting page lets you see all time entries in one place.

• Log time entries with description, duration, and billable flag
• Total project time displayed on the project card
• Billable vs. non-billable breakdown
• Per-team-member time breakdown for workload analysis
• Project analytics show total billable hours across all projects
• Cross-project time reporting page with CSV export
• AI agent can log time through conversation — "log 2 billable hours on the Johnson project"

Your AI assistant can manage projects directly through conversation — just like it manages your CRM. No clicking through menus. No manual updates.

Say "create a project for the Smith kitchen renovation, assign it to Mike, due in two weeks" and it's done. Say "move the Acme website redesign to review" and the stage updates. Say "how many projects are in progress?" and you get real numbers from your database.

• Create, update, and move projects through conversation
• Add and complete checklist items by asking the assistant
• Create approval requests and check their status — "did the client approve the mockups?"
• Log time entries — "log 2 billable hours on the Johnson project for design work"
• List and filter projects by status, client, or team member
• Add comments and upload files through natural language
• Create sub-tasks — "add a sub-task for the logo design under the Acme project"
• Set up recurring cards — "create a new maintenance card on the first of every month"
• Send portal messages to clients — "message the client about the delay on the Johnson project"

Create card templates with pre-filled title, description, checklist items, default stage, and default assignee. Use templates for recurring work — monthly maintenance, quarterly check-ins, retainer deliverables. The AI agent can set up recurring card creation schedules through conversation, or you can use the automation engine to create cards on a schedule.

• Card templates with title, description, checklist, default stage, and assignee
• Recurring card creation via scheduled tasks + AI agent
• Recurring card creation via automation + CREATE_PROJECT_CARD node
• AI agent tool: "create a new maintenance card on the first of every month"
• Templates usable by both automations and AI agent tools

See how your projects are performing. Track project counts by status, average completion time, team member workload, overdue projects, and billable hours. Know exactly where your team's time is going and which projects are at risk.

• Project counts by status — how many in progress, review, completed
• Average completion time across all projects
• Team member workload — who has how many active projects
• Overdue project alerts — know which projects need attention
• Billable hours summary — total billable time across all projects