05 · Delivery

Projects. Work gets checked before it moves forward.

Every engagement broken into milestones with review gates, so work is checked before it moves forward. Management sees delivery dates across every active project; employees see only the tasks that are theirs.

TO DOIN REVIEWDONEM1M2M3M4
1 viewfor every active project's dates
Gatesreview before every hand-off
0re-entry from Won to project
Inside Projects

What the module actually does

Milestones with review gates

Every engagement breaks into milestones, each with a review gate. Work is checked before it moves forward — not after the client notices.

Delivery dates in one view

Management sees delivery dates across every active project in a single view. No status-meeting archaeology.

Won leads become projects

The moment a deal is won, it flows straight into a project. Scope and context carry over — nobody re-enters anything.

Tasks scoped per employee

Each employee sees the tasks that are theirs — their work, nothing else.

A Projects role for oversight

The Projects dashboard shows gates and dates across the board, so delivery has one owner and one screen.

How it works

Three steps, zero re-entry

1

Won lead, new project

A won deal turns into a project with its context intact. Milestones get dates; tasks get owners.

2

Milestone, then gate

Work moves milestone by milestone. At each gate it's reviewed before it's allowed forward.

3

Dates on the board

Delivery dates roll up into one view, so management sees every active project without asking for a status update.

Role-scoped by design

Who sees what in Projects

P
ProjectsRole dashboard

Milestones, review gates and delivery dates across every active project.

E
EmployeeRole dashboard

Their own tasks, milestones and payslips. Nothing that is not theirs.

M
ManagementRole dashboard

All of it, and nobody wades through screens that are not theirs.

Works with

Projects doesn't work alone

One plan, every module included

See all of it working together — on your data

₹199 per user per month, GST included — every module, every dashboard. You'll never discover a feature you need lives on a higher tier.

No per-module pricingAll 8 role dashboardsHosted in Mumbai