For small teams getting organized.

Includes:

• Secure client portal access
• Up to 5 users
• File & document sharing
• Basic project tracking
• Task management dashboard
• Standard templates (projects, tasks, files)
• Email support

For growing teams needing structure + visibility

Includes everything in Essential, plus:

• Up to 15 users
• Advanced project tracking & workflows
• Client-facing dashboards
• Internal + client communication threads
• Activity tracking & reporting
• Branded portal experience (logo, colors)
• Priority support

For teams scaling operations + automation

Includes everything in Professional, plus:

• Up to 30 users
• Workflow automation (task triggers, updates)
• Multi-project & multi-client management
• Advanced permissions & access control
• Reporting dashboards & performance insights
• CRM-style client tracking
• Dedicated support

For organizations needing full system integration

Includes everything in Business, plus:

• Unlimited users
• Fully customized workflows
• API & system integrations
• Advanced automation & logic builds
• White-label / fully branded environment
• Dedicated account management
• Ongoing optimization & support