Operations · SHIPPING SOON

Tasks.
Project and task management linked to every record.

Tasks attached to a lead, contact, deal, or anything else. Assignee, due date, priority, comments. Per-tenant project boards. Roll-up into per-seat workload view.

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What it does

The job, day one.

Per-tenant project boards (list + kanban view)
Tasks attachable to leads / contacts / deals
Subtasks + dependencies + recurring tasks
Per-task comment thread (markdown supported)
Per-seat workload view + overdue dashboard
Bulk operations: reassign, defer, archive

Invisible white-label

How it fits the promise.

Task UI is white-labeled. Sub-account team leads see their agency, manage their team — never SaaSias.

Line by line

SaaSias vs Them.

What you getSaaSiasThem

Tasks linked to CRM recordsNativeSeparate app integration

Recurring tasksPer-task ruleTenant-wide cap

Per-seat workloadReal-timeDaily-batch

Shipping soon

What's coming + when.

In design; targeting Q3 2026. Lighter than full project management; deeper than a checkbox.

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White-glove onboarding

Let's set it up together.

A 20-minute concierge call — we configure your white-label, import your data from your old platform, and hand you the keys. First 10 agencies only.

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No free-trial dump into a blank dashboard. A real call, a working account.