Accounts And Delivery

Account teams need a single view of company health, stakeholders, delivery progress, files, support, portal users, contracts, and customer-facing work.

Companies And Contacts

Companies and contacts track ownership, relationships, portal branding, hierarchy, linked deals, invoices, tickets, projects, and files.

Marketplace companies index light screenshot — Companies index with account records.

Projects And Tasks

Projects, tasks, Gantt, templates, recurring tasks, time entries, files, milestones, and delivery notes connect sold work to execution.

Marketplace projects index light screenshot — Projects index from the marketplace screenshot set.

Customer Room

The customer room brings CRM history, portal collaboration, commercial records, support, files, copilot actions, and account context into one workspace.

Sales-to-Delivery Handoff

Confirm the company owner, billing identity, primary contacts, and portal users.
Link the won deal to its approved commercial record and delivery project.
Assign project ownership, milestones, tasks, and customer-visible files.
Invite portal users with the narrowest required access and verify as that user.
Record the next account review date, health signal, and unresolved support risks.

Account Quality Check

Before handoff, look for duplicate companies or contacts, missing owners, expired contracts, overdue invoices, open critical tickets, and files that should not be visible in the portal.