Intuitive table interface


Stay on top of everything

Email reminders

  • Never forget about deadlines with regular email summaries of outstanding tasks.
  • Configure weekly and monthly reminders about upcoming tasks.
  • Personal control over reminders for every user.
Reminder email for a user.

Powerful tagging system

  • Quickly apply in-built or your own custom Tag Types, for example People and Organizations
  • Store customizable, flexible data with Tags – addresses, descriptions, etc.
  • Search your records using Tags
  • Generate reports showing Tags in multiple different ways

Multi-user collaboration

  • Invite an unlimited number of users to your Portfolio from across your own and other organizations
  • Control access privileges
  • An audit log identifies who changed what, when
  • Users self-manage their own accounts

Work on multiple Portfolios

  • Create as many Portfolios as you need under one account
  • Share them with users from other organizations
  • Access all the Portfolios you manage or that are shared with you from one self-administered login
  • See immediately what tasks are coming up in each Portfolio

Help whenever you need it