Welcome to the Documentation
The complete project management and CRM sync solution for modern agencies.
Project Management
Track tasks, manage timelines with Gantt charts, and collaborate with your team in real-time.
CRM Synchronization
Seamlessly sync contacts, line items, and invoices directly with your primary CRM.
Overview
Our platform is designed to bridge the gap between your sales pipeline and project execution. By integrating deeply with your CRM, we ensure that when a deal is won, the project begins immediately with all the right context.
This documentation covers everything from the initial setup and OAuth flow to advanced API integrations and custom field mapping.