Built for your trade · IT services and software agency
Discovery, estimate, technical round, contract. Keep every enquiry and every estimate where the delivery team can see them.
No renaming, no custom fields to build. It already calls them enquiries and projects, and asks the 12 questions your trade actually asks.
This is the board an account manager opens on the first morning — not a template to configure, the pipeline as it ships.
A sale is not the end of the job. Winning one opens a second board:
Captured on the enquiry, visible to whoever builds the estimate.
A client ready to begin this month stands out from one exploring next year.
A signed contract opens a delivery board carrying everything that was agreed.
12 fields, grouped the way you would ask them on the telephone. Change any of them later; none of them is work you have to do first.
Every one of these is a door that is already built. Nothing is typed in twice, and a duplicate enquiry is recognised as one.
Choose IT services and software agency when you sign up and the board, the fields and the channels above are already there. Nothing to configure before the first enquiry.