Product/Projects

Projects tied to clients, people and billing.

We left Jira ourselves. Projects here know who the client is, what the retainer covers, who has capacity, and what has not been billed yet.

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Projects
11 running · 2 at risk
FilterNew project
ProjectClientDueHealth
Website rebuild
Halberd Studio30 SepAt risk · capacity
Q3 audit
Kumar & Associates15 OctOn track
CRM migration
Trellis Co22 NovOn track
Brand refresh
Northwind Retail08 OctBlocked on client
Support retainer
Okra FoodsOngoingOn track
AIAsk: “Which projects are over budget against their retainer?”
The old way

A board that knows nothing about the business.

Task tools track tickets beautifully and know nothing about the client paying for them, the retainer they fall under, or whether the person assigned is on leave next week.

Replaces: Jira, task apps, capacity spreadsheets

TodayIn ZlyntOffice
Board with no client contextEvery project sits under a client
Capacity in a spreadsheetAvailability in the plan
Time tracked, never billedTime becomes an invoice line
Budget known at month endBurn visible as it happens

What you get

Projects under clients

Every piece of work belongs to a relationship and a commercial agreement.

Capacity planning

Who has room this week, accounting for approved leave.

Time tracking

Light enough that people use it, connected enough to bill from.

Budget burn

Fees against cost, updated as work happens.

Templates

Repeatable engagements set up the same way every time.

Client approvals

Send a stage for sign-off through the portal, and keep the answer.

Connected to everything else.

What changes elsewhere in the business when something changes here.

Projects → Finance
Invoices write themselves

Delivered work and tracked time become invoice lines.

Projects → HR
Real capacity

Leave and working patterns shape the plan automatically.

Projects → Clients
One history

Deliverables and approvals land on the client record.

What AI can do with it

Three questions your assistant can answer about delivery.

Which projects are over budget?

Compares tracked cost against fee and flags the ones heading past.

What shipped last week?

Summarises completed work by client, ready to send as an update.

Who has capacity for this?

Checks the plan against leave and suggests who can take the work.

Access is scoped per connection and logged. See how permissions work →

Projects questions

For client-service teams, yes: that is exactly why we built it. For a large product engineering org with deep sprint tooling, probably not.

Related
One plan, every module

Connect the work to the client and the money.

$5 per user a month, 14 days free. Import from a spreadsheet and be running this afternoon.

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