Projects & teams

Work that runs for months,
with the money attached

Projects carrying their own expenses, payments and change orders, so profitability is a number you can read rather than one you work out afterwards from bank statements and memory.

Building

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What this is usually like without it

The job made money or it did not, and you find out two months after it ended.

A change the customer asked for on the phone is not on any document, and the invoice is the first time anyone sees it.

The customer asks where things stand, and answering means three people checking three places.

Where this stands

What is true today

Being built. Tasks, follow-ups and the activity timeline are live in the CRM today and carry most of a small project. Expenses, change orders and the portals are the work ahead.

LiveIt runs now, and you can use it the day you create a company.
Through a partnerSomebody we work with does it, and we arrange it.
BuildingIt is being built. Ask for it and it moves up the order.

What it is made of

The parts

Building Projects & operations

Work that runs for months, with the money attached to it.

Projects

Project editing

Customers linked to projects

Project expenses

Project payments

Change orders

Project profitability

Documents and files

Project activity tracking

Building Customer & provider portals

A place to send people instead of another email thread.

Customer portal

Provider and vendor portal

Documents

Invoices

Payments

Project information

Communication and status visibility

Building Support & knowledge

Questions from customers, answered once and kept.

Support cases and tickets

Case assignment and status

Knowledge base

Help articles

Customer support history

Customer-success and account-health tooling

The same parts, next to every other one: the full platform map.

The other seven

A business is never only one of these

LiveStart your businessCompany profiles, several companies under one login, users, roles, permissions, branches and the audit trail behind them.LiveRun accounting & paymentsDouble-entry books, P&L and balance sheet, invoicing from quote to paid, payments recorded and reconciled.BuildingSell & manage inventoryProducts and services, stock across warehouses, movements, pricing and a point of sale on the same ledger.LiveManage customers with CRMLeads, contacts, pipeline with deal values and win/loss, activity timelines, duplicate detection and saved views.BuildingAutomate marketingAudiences and segments, campaigns and email, a visual journey builder, consent and suppression, attribution.BuildingBuild your websitePages, blog, themes, media, a catalog from your inventory and forms that land in the CRM.LiveUnderstand everything with reportsSales, purchase, tax, financial, CRM and marketing reporting, profitability and forecasting.

Send your first invoice today. Pay us when it is paid.

Creating a company is free, and nothing is charged until money actually moves.

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