Seems really useful for agencies, especially ones working with multiple clients. Having templates for clients from different industries also seems like a potential timesaver 😄
@sandra_idjoski thanks very much .. time-saving has been a big theme for us. Project management can be a huge time suck inside an agency, so anything we can do to reduce the burden is the goal. Thanks for checking us out.
Congratulations on the launch. I signed up to the trial and like what I'm seeing so far. I'll take some more time to dig in today. I love the templates and the fact I can create my own to model our business processes. @dave_prince2 I'm curious do you have plans to manage client invoicing on the platform or ways to integrate another invoicing platform so milestones can trigger invoicing?
@lldavedave Hey Dave thanks for supporting us. And yep you are right - designing your project delivery process, deploying and using with repetition is in our opinion one of the best ways to improve every aspect of an agency business, so we've built a lot of our features around this idea. And we've got more to come. On the invoicing side of things, we do have plans to integrate with tools like harvest, Xero etc and I'd love the idea of milestones triggering invoicing, so that's for that suggestion!
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