proyectos

Manage workflows using customizable stages, conditional logic, automations, and more.

proyectos: Visión general

Use pipelines to manage various services, such as bookkeeping, tax preparation, weekly payroll, and more.

Create and customize pipelines—by using editable templates.

Create if-then rules that trigger automations or create stages for selected groups of clients.

Access pipelines, add jobs for client accounts, work with jobs inside pipelines, and more.

Visualiza y utiliza etiquetas cuenta en tus proyectos.

Save time by performing bulk actions on jobs, tasks, or job recurrences.