Features
Tasks and checklists
Internal team tasks, company checklists, and a checklist only your client can tick off.
What you get
The short version
Team tasks stay internal to the deal team, with an optional email to whoever you assign one to.
Company checklists attach to a task, or arrive automatically on a stage move.
Add items to the client's own checklist, with an opt-in push notification decided per task.
Your team sees the client checklist read-only. Clients tick off their own work, which is the point.
More features
The rest of the platform
Ready to see it in action?
Tell us who you are and we'll point you at the right starting place. Or watch a 2-minute walkthrough.