Project Management & Client Approvals
Replace Asana, Trello, and Monday with built-in project boards, client approval portals, and contract signing.
10 use cases in this category
Client Boards That Need No Login
Clients can view, comment, upload files and sign off on projects without creating an account.
Replace Asana, Trello, Monday in One Platform
Stop juggling multiple tools. Manage projects, approvals, and CRM in a single platform with automated workflows.
Automate Client Approvals & Signatures in 3 Steps
Stop endless email threads. Get approvals and contracts signed automatically with our new workflow.
Automatically Move Projects When Clients Approve
When a client says yes to a proposal, your team gets instantly notified and the job moves to the next stage—no manual work needed.
AI Project Manager Automates Tasks & Client Approvals
Automate project management tasks and client approvals with an AI agent that handles card creation, stage updates, and client communication—no manual work required.
Overdue Task Alerts Keep Projects On Track
Automatically notify managers when a task is overdue so nothing slips through the cracks.
Automate Monthly Retainer Cards – No More Manual Work
Turn monthly retainer check‑ins into a set‑and‑forget task. Your team gets automatic cards without copying each time.
Automate Your Next Step When a Checklist Is Done
When your team finishes a checklist, the system automatically sends the next email or moves the project forward—no manual work needed.
Start Projects Only After Contract Signatures
Ensure projects begin only after contracts are signed. Avoid delays with automated approvals and project setup.
Show Clients Project Progress Without Constant Check‑Ins
Clients see real‑time project updates in their own portal, cutting down “just checking in” emails and calls.
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