Keep client work, documents, tasks, approvals, meetings, and feedback in one client-facing operating system.

• Assigns tasks and tracks milestones
• Supports document sharing and approvals
• Includes client portal for real-time updates

Best for: Projects & Client Services, Professional Services, Advertising & Marketing.

Works on top of the Basic CRM ($27/month) or any Leobri Workspace. No setup or activation fee. Third-party usage (SMS, WhatsApp, voice, AI, payment processing, cloud storage, and external APIs) is billed separately by the provider.