Everyone on the same sheets, each with the right access.
Invite your crew by email, give each person a role and access to the right workspaces, then track your projects by status, as a list, cards or columns.
No credit card. Cancel anytime.
Clear roles
Five built-in roles, and custom roles when you need them.
- Owner and admins: manage everything, billing stays with the owner
- Members: create projects, edit their own, export
- Viewers and clients: look without editing or exporting, and without a paid seat
Separate workspaces
A pipeline groups projects with its own templates, forms and members: for example quotes on one side and jobs in progress on the other. For each member, choose the access: none, read, write or full.
Every project at its status
Create the statuses that fit your business and track projects as a table, cards or columns, where you drag them from one status to the next.
Invitations
Invite by email with the right role, resend or cancel a pending invitation. A member added during a billing period is prorated.
FAQ
Do viewers pay?
No. Viewers and clients don't take a paid seat.
Does a member see every project?
Projects in a pipeline follow the access you give each person on that pipeline.
Can I create my own roles?
Yes, an admin can create custom roles with their permissions.