A "coming up" list aggregating contract expiry, change freezes, scheduled changes, asset dates, and ticket due dates — each scoped to exactly what you already see on its own page. Subscribe from Google Calendar or Outlook with a personal feed link, no OAuth required.
Invite people singly or in bulk (up to 50 emails at once), assign roles per project, department, or company, and deactivate an account without deleting its history — a reversible, sign-in-time-checked state, independent of removing a membership.
An in-app bell plus email, once configured, for pipeline outcomes, work assignment, contracts nearing expiry, and every lifecycle sign-off — one event pipeline feeds both channels, so a new notification type never needs its own template.
Rename your company, add a custom logo, favicon, and accent color across the signed-in workspace, plus an optional footer — applied the moment you save. Every workspace lives at its own private, unguessable web address, never your company name.
Switch between light and dark from any page — the choice is remembered on that device, and every chart, badge, and status color is tuned for both.
Passkeys, email/password, Google, Microsoft, SMS, or your own SSO — enable whichever your company needs. A passkey signs someone in with just their device's fingerprint, face, or PIN, no password involved at all. Enterprise single sign-on (SAML/OIDC) and SCIM-provisioned users take just a few clicks to connect, no IT ticket to us required. Optional two-factor authentication (authenticator app + recovery codes) layers on top of a password or text-message sign-in.
Every mutation recorded with who did what and when, browsable per company — and one search box that reaches across projects, people, assets, contracts, and tickets at once.
The audit log, actuals, forecasts, contracts, assets, licenses, timesheets, and more each export their current view straight to CSV — no separate reporting tool required.
Load people, vendors, cost codes, projects and WBS, or assets from CSV — with a dry run that shows what every row will do before anything changes. API keys and signed webhooks cover projects, engagements, cost codes and cross-charges too.
Choose how long to keep notifications, closed tickets, expired compliance documents and CRM history — off until you turn it on, with a preview first and every purge audit-logged. The audit log itself is never deleted.