Start delivery where the deal closed.
Projects begin from the won deal, with the client, contacts and billing already on them. Budget and time sit beside the work, and clients follow along in their own portal.
Kestrel Freight Systems — Advisory Engagement
- Client
- Kestrel Freight Systems
- Owner
- CDClaire Donovan
- Members
- CDMBOR
- Open tickets
- None
The handover is a link that already exists.
No retyping the scope from a proposal into a project tool. The deal, the people and the price arrive with the project.
Budget and time, beside the work.
Log time against tasks and see it roll up per person and per project. Delivery status sits where the invoicing happens, so what has shipped and what has been billed are answered together, not reconciled at month end.
- Time log and time report on every project
- Hourly projects bill unbilled time in one step
- Margin shows only to people with Finance access
Hours used
Time report
Work that knows the customer.
Every task can roll up to a customer, a deal or a support thread. When a ticket needs delivery to act, it creates the task on the project, and the person answering the client can see where it stands.
- Ticket opened, task created, SLA started
- Lists, boards and timelines over the same tasks
- Ask Cyril can summarise project status for you
Send the revised data request
Clients follow along without asking.
Each client gets a portal to see project status and milestones, open and track tickets, download shared files, sign proposals and pay invoices. Portal users are free and unlimited.
Advisory Engagement
With Rowan Hill, due 20 Oct 2026
The apps delivery would live in.
Every seat includes every app, and the people you deliver for use the portal for free.
- ProjectsTasks, milestones, boards, timelines and time
- Client portalStatus, files, tickets and invoices for your clients
- SupportTickets that already know the customer and the project
- DocsAgendas, reports and notes the whole team can draw on
- CalendarKickoffs and workshops that know which project they belong to
Spend the week delivering, not chasing status.
Cyril opens to founding members first, from late January 2027. They keep their price and get help moving in.
Or take the product tour first.