Feature overview
Everything in the product today.
One table, grouped the way the app is. Every line is live for every workspace; what is not on this list is not in the product yet. Ask us in the discovery call.
Win: leads, deals and contacts
FeatureWhat it doesHelp
Pipeline boardYour own stages, drag and drop, sum and weighted sum per stage, stalled deals flaggedHelp →
ForecastOpen deals by owner and expected close month, weighted by probabilityHelp →
Convert a won dealOne click creates the project with the deal's value as its budgetHelp →
Companies and peopleTyped addresses and email addresses, tags, VAT ID check against VIES, duplicate mergeHelp →
Public formsA form on your website that creates deals or records, with consent evidenceHelp →
Plan: projects and capacity
FeatureWhat it doesHelp
ProjectsBilling types Time & materials, Fixed price, Retainer, Milestones, Non-billable; budget and healthHelp →
Milestones and sub-projectsPhases with their own amount, one level of sub-projects with roll-upHelp →
TimelineTasks and milestones over time, grouped by milestone, status or personHelp →
Capacity boardHours per person and week from work schedules, absences and planned tasks; load bands; unplaced workHelp →
BriefingsA short automatic summary of where a project stands, regenerated after changesHelp →
Do: tasks and time
FeatureWhat it doesHelp
TasksComments with @-mentions, files and folders, due dates, board and listHelp →
My WorkNeeds attention: overdue tasks, missing time, overdue receivables, stalled deals, approvals, failed jobsHelp →
Timer and week gridPause and resume, missing days marked, copy last week or the last working dayHelp →
TimesheetsEach person's week and whether it is completeHelp →
Bill: quotes, invoices and payments
FeatureWhat it doesHelp
QuotesLines from your catalogue, PDF from your template, sent from your mailbox, converted to the invoiceHelp →
InvoicesGapless numbering circles, locked once finalized, Storno and credit notesHelp →
Bill a projectStandard, partial, advance and final invoices from logged time, grouped as you like, with the statement of hoursHelp →
RetainersHours quota, burn meter, period ledger, overage with the periodHelp →
Recurring invoicesWeekly to yearly schedules, billing-day anchors, optional auto-finalizeHelp →
Payments and remindersPayment ledger with partial payments, reminder levels from your templateHelp →
Supplier invoicesCapture, fields read from the document, duplicate check, approval, re-bill, paidHelp →
E-invoicesXRechnung 3.0 and ZUGFeRD 2.x on every finalized invoice; VAT cases for DE, AT and UKHelp →
DATEV exportEXTF 700 booking batch, SKR03 or SKR04Help →
Multi-currencyDocument currency per client, conversions frozen at finalization, reports per currencyHelp →
Documents and reports
FeatureWhat it doesHelp
Document templatesYour own Word templates for quotes, invoices, reminders and project documentsHelp →
ReportsOverview, revenue, pipeline, forecast, utilisation, profitability, receivablesHelp →
Platform and integrations
FeatureWhat it doesHelp
Modules and terminologySwitch areas off, rename the main concepts in EN and DEHelp →
RolesOwner, Admin, Member, Read-only and your own roles with record scopingHelp →
Custom entitiesYour own record types with fields, forms and API toolsHelp →
WorkflowsTrigger, condition and actions without codeHelp →
Webhooks and APISigned events to your tools; REST API with scoped keysHelp →
MCP serverConnect the AI assistant you use; proposals wait for approvalHelp →
ImportSpreadsheet import and the MOCO import for contacts, projects, tasks, time and expensesHelp →
Two languagesEnglish and German end to end, per memberHelp →
AI in the product
FeatureWhat it doesHelp
BriefingsWhere a project or company stands, rewritten after changes, with pinned notes that surviveHelp →
Supplier-invoice readingFields read from PDF, photo or e-invoice; supplier match; a person approvesHelp →
Import mappingColumns matched to fields from the headers and a short sample; preview before writingHelp →
Connected assistantClaude, ChatGPT or your own through the MCP server; approval mode for every proposed changeHelp →
Security and data
Your 30-minute discovery call
A genuine review of how your team tracks time, plans work and bills clients today, and where it can improve.
No slides. No sales pitch. A genuine review.