The product
Seven apps. One workbench.
Every app opens in the same frame — a rail, an explorer, tabs — and works on the same tree of portfolios, projects and packages. Take one app, a package, or all 7.
One tree
Everything lives in one tree, and access only narrows.
A portfolio groups projects. A project holds packages. A package holds resources — a worklist, a form, an agreement, a document — and files. Who may see a level, and what may be created in it, is inherited from above and can only be narrowed below.
- portfolioInfrastructure12 people
- projectHarbour Renewal8 people
- package01 Opportunity8 people
- package02 Proposal5 people
- resourcecompliance.worklist
- resourcetechnical-volume.document
Access and allowed types inherit down; a level can only narrow them. Evaluated in one place, on the server.
Win the work
Find the opportunity, qualify it, write the proposal, and keep every relationship that led there.
Pursuit
Find the work, qualify it, and write the proposal.
Find the right work sooner, and win more of it.
- Every opportunity in one queue
- Go or no-go, quickly
- Proposals from your best work
- Nothing missed at submission
CRM
Find customers, follow up, quote, sign, invoice and collect.
Keep every relationship moving, from first hello to paid invoice.
- Leads from everywhere, in one list
- Follow-up that never slips
- Pipelines your way
- Quotes in minutes
Do the work
Carry the won bid through delivery and close-out, with the team — people and crew — talking where the work is, and the content that goes out.
Projects
Run projects, requests, tickets and contracts in one place.
Run every kind of work — projects, requests, tickets and contracts — in one place.
- Intake that runs itself
- A case desk for anything
- Contracts, signed and managed
- Crew who know your contracts
Connect
Calls, queues and messages, answered with your crew.
Answer every call and message, on every channel — with crew that know your business.
- Call queues you design
- Crew on the line
- Every channel, one place
- Endless ways to automate
Automation
Crews, teams, pipelines and rules: your work on autopilot.
Put your work on autopilot — with crews you choose, teach and trust.
- Our crew, or your own
- Teams of crew
- Pipelines without code
- Rules for everything else
Media
Draft it, schedule it, publish it, and see what it did.
Plan, create and publish your content — and see what it did.
- One content calendar
- Drafts in your voice
- Publish everywhere at once
- See what worked
Know the work
Keep what the company has done, with its sources, and see how the company is doing.
Library
Everything your company knows, ready to reuse.
Everything your company knows, findable and ready to reuse.
- One home for what you know
- Answers with their sources
- Always current
- Your best work, reused
Intelligence
How the company is doing, and what to do about it.
Know how the company is doing — and what to do next.
- A briefing every week
- Problems before they grow
- Ask in plain words
- From insight to action
See it before you decide.
Book thirty minutes with the people who build it, or ask Jeeraph and the real screen comes up on the canvas.