1. TEMPLATE BUILDER

Build and manage project templates all in one place.

2. PUBLIC DASHBOARDS

Give project and task visibility to external stakeholders.

3. SECURITY & ACCESS CONTROLS

SOC2 compliant backed by Salesforce security practices.

4. AUTOMATION

Use Salesforce automation tools to grow and scale your business.

5. TIME TRACKING

Know how much time users are spending on activities.

6. EXTERNAL OWNERSHIP

Assign tasks to external stakeholders without a Salesforce Community

7. STITCHER

Stitch together portions of your templates for a fully customized post-sale experience.

8. PROJECT PERFORMANCE

Make sure you’re hitting your key metrics on time and in scope.