Module · Operations

Projects, Time & Fulfilment Flows

Projects, Time & Fulfilment Flows is where a won deal becomes delivered work. A CRM process hands over in one click — scope, contacts, documents and agreements included — and continues as a project with phases, responsibilities, deadlines and a budget that everyone can see.

Each phase has its own cockpit, so planning, delivery, acceptance and invoicing show only what that step needs. Time recording is built for the people who have to do it: a timer, a week grid, mobile entry and AI suggestions from calendar and activity, so hours are booked the same day instead of reconstructed at month end.

Your customers can be part of it. Give them a secure view of progress, let them approve milestones, deliver files and answer open points — and watch the coordination effort that normally lives in mail threads disappear into the process itself.

Projects, Time & Fulfilment Flows

Key features

01

From Deal to Project in One Click

A won CRM process becomes a project with its scope, contacts, documents and agreements carried over — no re-typing, no lost context, no gap between sales and delivery.

02

Phase Cockpits for Delivery

Planning, execution, acceptance and invoicing each get a screen with exactly the data and actions that step needs, so nobody navigates a system to do their job.

03

Time Recording People Actually Use

Timer, week grid, mobile entry and AI suggestions from calendar and activity — hours land the same day, and the days nobody booked are visible instead of forgotten.

04

Capacity & Resource Planning

See your team's week and month at a glance, spot the overload before it happens, and move work with the effect on deadlines and budget shown immediately.

05

Customer in the Loop

A secure customer view of progress, documents and open points, with approvals and feedback captured in the project instead of buried in a mail thread.

06

Approval Workflows

Timesheets, budget changes, additional work and acceptances run through defined approvals with deputies, deadlines and a complete decision history.

07

Milestones, Deliverables & Acceptance

Deliverables with acceptance criteria, a signed-off milestone that unblocks the next phase, and an acceptance record you can invoice against without discussion.

08

Live Budget Burn & Profitability

Hours, expenses and purchases flow into the project the moment they happen, so margin is a live number and an overrun is a warning rather than a post-mortem.

09

Billing Hand-Off

Time and material, fixed price, retainers or milestone billing prepared from what was actually delivered and approved, ready for finance in one step.

10

Tasks, Checklists & Dependencies

Boards, checklists and dependencies for the day-to-day work, connected to the same plan — so the detail level and the project level never drift apart.

In every module

What holds for every module.

You never pay for these separately.

Your private cloud in Zurich

Customer data is stored and processed in Zurich. Keys and secrets are kept in a key vault in Zurich.

Encrypted

Your data is encrypted at rest (AES-256) and in transit (TLS).

Certified infrastructure

On ISO/IEC 27001 and SOC 2/3 certified infrastructure · revFADP · GDPR.

AI that does not train on your data

AI in your processes is Google Gemini via Vertex AI, processed in Zurich, contractually without training on your data.

Your source code

The source code is yours by contract. Cancel any time. Free offboarding within 10 working days, up to four handover meetings and 12 months of e-mail support.

Contact

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