Clients & CRM
Every relationship. In context.
Keep contact details, notes, projects and invoices together. Know where every conversation stands.
THE WORKSPACE, RECONSIDEREDEverything connects.
Everything connects.
So you can move forward.
Less switching. More doing. Your clients, work and business performance, thoughtfully connected in one place.
ApexOS Lite / Business workspaceWORKSPACE PREVIEW
YOUR BUSINESS, IN PERSPECTIVE
New projectOne clear view. Every moving part.
Clients, work and finances. Connected.
Client relationships
ConnectedBusiness activity, connectedProject progress
On trackBusiness activity, connectedOpportunities
OrganizedBusiness activity, connectedBilling overview
In focusBusiness activity, connectedInvoicing overview
Recent activityBusiness, in view.Invoicing overview
MayJunJulAugSepOct
Project health
Projects
In progressCompletedPlanning
Work in motion
View projectsPROJECT / CLIENTSTATUSPROGRESS
Brand & website refreshNorthline Studio
In ProgressCustomer portal platformOrbit & Oak
In ProgressIllustrative workspace · Fictional recordsCRM → Projects → Invoicing → Insights
Projects & tasks
Keep good work moving.
Turn your next big idea into clear priorities, deadlines and task-based progress.
Sales pipeline
Make room for opportunity.
An accessible Kanban pipeline, from the first introduction to your next win.
Invoicing
Good work deserves clarity.
Professional invoices, precise calculations and payment records that make sense.
Business analytics
Find your next best move.
Understand your invoicing, client growth and project performance with connected reports.
Your workspace
A little more you.
Make your workspace yours with business details, appearance and preferences.
GOOD WORK DESERVES A GREAT WORKSPACEYour business.