Projects turn sold work into tracked delivery.Tasks — owners, due dates, checklists, attachments.Milestones — phases such as Discovery, Build, Launch.Timesheets — hou...

Tickets keep customer requests out of scattered inboxes and private chats.Create departments under Setup → Support → Departments (Sales, Billing, Technical).Assign staff and set who receives new-ticket notific...

The client portal lets customers view invoices, estimates, proposals, projects, and tickets without staff access.Enable a contactOpen the customer → Contacts.Create or edit a contact and enable portal...