Accounts, capabilities, and portfolios — the structure everything else hangs off.
Structure that scales with your firm
Accounts and contacts
Keep clients and their contacts in one place — and source project sponsors straight from them.
Capabilities
Tag projects and people with what your firm does, then see capability demand and supply across the portfolio.
Portfolios
Group projects across clients into strategic programs that span more than one account. (Premium)
Custom fields, no migrations
Extend accounts, portfolios, and projects with the fields your firm tracks — no database work required.
Your clients, organized
Keep accounts and their contacts in one place, classify them by industry, and source project sponsors straight from the people you already track.
- Accounts with contacts and industry
- Sponsors sourced from account contacts
- Account locked to a project once it's set
Accounts & contacts
[placeholder]Slice work any way you run it
Tag projects and people with the capabilities your firm sells, group engagements into cross-client portfolios, and add the custom fields you track — without waiting on a database change.
- Capability demand and supply across the firm
- Portfolios span multiple accounts (Premium)
- Custom fields with no migrations
Capabilities & portfolios
[placeholder]See it on your own projects.
Start free, or book a guided walkthrough on your own data.