TMNothing lives in an inbox
Notes, tasks and messages sit on the record, visible to the team instead of in one person’s email or phone.
Automate and improve
Notes, tasks and connections
Keep every note, task, message, document and decision on the record it belongs to, and find it from both ends.
Productivity and control01 02 03 04
Attach notes, tasks, comms, documents and locations to any record, and link records together.
Work is where the work is
Assign tasks with owners, due dates and reminders against the exact project, lead, supplier or document.
Find it from both ends
A document or task can link to many records and open from any of them, so context is never a dead end.
Everything connects
Link a project to its client, suppliers, tenders, variations and RFIs so related work is one click away.
A simple path
From one clear input to a useful business outcome.
01Attach to the record
02Assign owners and dates
03Link related records
04Find it from any side
Included
Everything in Notes, tasks and connections.
- Notes against any record
- Tasks with owners and due dates
- Log calls, emails and messages
- Attach documents to any record
- Pin locations to any record
- Link records to one another
- Discoverable from both ends
- Reminders on tasks and dates
- Search across every connection
Technical detail when you need it
Simple on the surface. Connected underneath.
Connected by design
The record stays attached to the company, opportunity or project, including documents, comments, approvals and commercial impact.
Five connectors
Notes, tasks, communications, documents and locations attach to any record and stay searchable across the business.
Discoverable both ways
A task linked to a document shows under the document and under the task. Links are never one-directional.
See how notes, tasks and connections fits the rest of the job.
A personalised demo follows your current process and shows where this capability can save time, improve accuracy and protect margin.