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Software management

Connect client relationships, project delivery and business operations with the Doards modules your team needs.

Software & Agency

From the first client conversation to project delivery

Keep the details of each client, project and team connected in one adaptable system.

Client relationships

Keep client contacts, company details and communication together in CRM, so your team can find the context behind every project.

Client relationships
Project planning and tracking

Plan projects, assign tasks and follow progress on a shared board. Adapt task statuses and project details to your development or creative process.

Project planning and tracking
Time and resource management

Record working time and coordinate employee schedules. Use time reports alongside project planning to understand workload and allocate your team’s time.

Time and resource management
Documents and approvals

Organize briefs, contracts and project files in DMS. Use review workflows and access rights to manage internal approvals and keep documents available to the right people.

Documents and approvals
Invoicing and accounting

Create client invoices, track payment status and manage accounting in the same workspace. Keep an overview of open amounts and financial reports as your agency grows.

Custom workflows and dashboards

Adapt dashboards, fields and workflows to your team. Combine automations and API integrations with your existing tools to reduce repetitive administration.

Custom workflows and dashboards
Client relationships

Keep client contacts, company details and communication together in CRM, so your team can find the context behind every project.

Client relationships
Project planning and tracking

Plan projects, assign tasks and follow progress on a shared board. Adapt task statuses and project details to your development or creative process.

Project planning and tracking
Time and resource management

Record working time and coordinate employee schedules. Use time reports alongside project planning to understand workload and allocate your team’s time.

Time and resource management
Documents and approvals

Organize briefs, contracts and project files in DMS. Use review workflows and access rights to manage internal approvals and keep documents available to the right people.

Documents and approvals
Invoicing and accounting

Create client invoices, track payment status and manage accounting in the same workspace. Keep an overview of open amounts and financial reports as your agency grows.

Custom workflows and dashboards

Adapt dashboards, fields and workflows to your team. Combine automations and API integrations with your existing tools to reduce repetitive administration.

Custom workflows and dashboards