Most tools give you a task board and call it project management. ProfilePartner HQ connects every task to the client record, the email thread, the deadline, the rota and the person accountable — so nothing sits in someone's head.
Every surface assumes you are delivering for named clients with money and deadlines attached.
Every task carries the client logo, MRR, bucket, deadline pill and subtask progress — grouped by client, never by guesswork.
Client records auto-build from email, Stripe and booked calls. Unassigned contacts get captured instead of lost.
Overdue, today and coming up — sorted by pressure across every workspace, with automatic time tracking per assignee.
Send and receive from client records with full formatting, signatures and green-tick read receipts on opens.
Task deadlines and Calendly bookings become rota blocks per teammate — colour coded by status, no double entry.
Curated collections, video playbooks, reply templates and engagement tracking so training actually gets used.
Urgent, due today, blocked and new-today filters sit at the top. Rows group under the client with logo, MRR and open count — with inline status, assignee, bucket and deadline changes that never need a modal.
Records merge duplicate contacts, roll up billing, and log every email and booked call automatically. Recently new and unassigned tabs surface relationships before they turn into clients.
Each teammate gets one chronological view of everything assigned to them — overdue first, then today, then coming up, with subtask progress and client context attached.
Deadlines create rota events for the assignee automatically and Calendly bookings drop straight in, so you can see who is actually free before promising a delivery date.
Curated collections by function, embedded video walkthroughs, table of contents on every guide, plus likes, views and read-tracking so you know what the team has consumed.
See what each client is worth and how the team is actually delivering against it — from the same data your tasks already run on.
Booked calls, tasks due today, this week's commitments and anything overdue — assembled for the person signing in, not a generic dashboard.
Client CRM, delivery boards, shared inbox, rota, knowledge base and reporting — one login, one source of truth, built for teams who bill for their time.
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