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Projects & production

Your teams know what to do, and you know where they're at.

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ops.projects

What you gain

A signed sale turns into a project to deliver: tasks, people, deadlines, time spent. The Projects & production module organises that internal work on clear boards, linked to the customer file, without ever exposing your internal tasks to your customers.

  1. 01 Organised production Tasks, owners and deadlines in one place.
  2. 02 Time under control Time spent measured per task and per project.
  3. 03 A direct link to sales The project starts from the signed deal.
  4. 04 Quality you can track Acceptance tests and checks documented.

Features

Projects & production

01
Task boards

Drag the tasks, move the project forward.

Every project has its own board: to do, in progress, done, or columns of your own. Tasks move with a single gesture and line up by priority.

What it enables

  • Boards per project
  • Customisable columns
  • Ordering and priorities
  • List view and board view
02
Assignment and deadlines

Everyone knows what's on their plate.

Assign each task to a team member with a deadline. Everyone sees their tasks for the day, across all projects.

What it enables

  • An owner for each task
  • Deadlines and reminders
  • “My tasks” view
  • Workload per team member
03
Time tracking

Time spent, measured without the effort.

Start a timer straight from the task. Time adds up per task, per project and per person, ready to analyse or invoice.

What it enables

  • One-click timer
  • Only one active timer per person
  • Time per task and per project
  • Export for invoicing
04
Linked to the customer file

From signature to production, without a break.

The project builds on the deal created in the CRM: customer, documents and history stay at hand. Customers see progress in their portal, never your internal tasks.

What it enables

  • Project opened from the deal
  • Shared documents and conversations
  • Progress visible to the customer
  • Internal tasks never exposed
05
Acceptance testing and quality checks

Deliver with nothing left out.

Checklists and test scenarios come with every project. Results are recorded before delivery.

What it enables

  • Reusable checklists
  • Test scenarios
  • Recorded results
  • Sign-off before delivery

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Production columns, quality-control steps, assignment by workshop or team, recurring project templates: we shape the tool around your way of working, from building sites to software development.

Integrations available

Compatible with the tools you already use.

Calendar
  • Google Calendar
  • Outlook / Microsoft 365
Collaboration
  • Slack
  • Microsoft Teams
  • GitHub
  • GitLab
Import
  • Trello
  • Asana
  • Excel / CSV

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.pipelinePipeline & opportunitiesEvery deal in its place, every stage under control. crm.portalCustomer portalYour customers follow their project on their own. comms.chatInternal & real-time messagingYour team talks, right where the work is.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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