How the business is doing, on one page
Management Suite shows leaders how the business is doing: sales, agreements, clients, people and the process flows your team runs. Every number opens the records behind it, so you can go from a count to the detail straight away. It's built for an operations lead who wants all of this in one place, or a team keeping an eye on process flows that fail.
On the board, and behind it
Clients, people and process flows
Tiles show active clients, active employees, how many process flows have run and how many of those runs failed. A process flow is a set of steps your team repeats, so a failed run is one that stopped partway.
Private areas stay out of the feed
The activity feed hides legal matters, finance, vendors and fundraising from anyone who can't open those areas.
Ask Eva about a number
When a number surprises you, ask your assistant Eva about your team, deals and tasks in your own words. She finds, explains and researches. You only need a seat if you want her to make changes.
See the plan before she starts
With an Eva Personal Assistant seat, Eva can show you a plan's steps to approve or cancel before she begins.
When you request access, tell us which numbers your leaders check most.
Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.