An illustrated guide to the working platform — the same boards, records, inbox and rota your team would use on day one, shown with example data.
Filters for urgent, due today, blocked and new-today sit pinned at the top. Every row shows the client logo, MRR, bucket, subtask progress and a live deadline pill — and everything is editable inline.
Emails, booked calls and Stripe billing all land on the record. Duplicate contacts merge under one company, and anyone who is not yet a client is captured in unassigned and recently-new tabs.
Send Gmail-quality email from a client record with signatures, formatting and open tracking with green read ticks. Internal notes, DMs, voice notes with transcripts and @mentions live beside the task.
My Deadlines pulls every assignment across all group workspaces into one chronological list — overdue first, then today, then coming up.
Task deadlines create rota events for the assignee automatically and Calendly bookings appear inline, colour-coded by task status.
Curated collections by function, embedded video walkthroughs, SOPs with a table of contents, reply templates, and a question-capture loop that maps real team questions to the right guide.
Pipeline, MRR, subscriptions and forecasting sit next to team performance, so delivery effort can be read against what each client is worth.
Monday and Asana manage tasks. A CRM manages contacts. Neither connects the delivery work to the client, the money and the calendar in one place.
| Capability | ProfilePartner HQ | Monday | Asana / ClickUp | Standalone CRM |
|---|---|---|---|---|
| Tasks grouped under the paying client | partial | partial | ||
| Client CRM built automatically from email & billing | partial | |||
| Shared client inbox with open tracking | partial | |||
| Rota auto-generated from task deadlines | ||||
| Calendly bookings inside the delivery view | partial | |||
| Knowledge base with read & engagement tracking | ||||
| Voice notes with automatic transcripts | ||||
| Per-subtask time tracking that starts itself | partial | partial | ||
| Workspace-level permissions with tagged guest access | partial | partial | partial |
Booked calls, tasks due today, this week's commitments and anything overdue — assembled per person.