Delivery that doesn't route through the founder
Projects start themselves when a deal is won. Your team works from tasks and SOPs, clients follow progress and approve work in their own portal, and every deliverable runs through a QA checklist.
Replaces Asana · ClickUp · Monday.com · Google Drive · Notion wikis
Kickoff in one click
A won deal becomes a project with milestones and tasks, already linked to the client and the invoice.
Clients stay in the loop
A shareable client portal shows progress, deliverables and approvals, so you stop writing status emails.
The same standard every time
SOPs and QA checklists make sure work is done the same way, whoever does it.
What's inside Projects & Delivery.
Click a module to see what it does.
From start to done.
Kick off
The Operations Agent plans milestones and tasks from the deal and your SOPs.
Projects & Delivery: questions
Yes. Share a private client portal link. Clients see progress, deliverables and approvals without logging in.