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Every part of Stack, one card each.

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Calendar
Tue 22 Oct
Kick-off call
Harbour Finance, 9:30
Someone smiling at a laptop in a warmly lit studio.
Want a walkthrough with a person?
Talk to us

Five parts. One thread of work.

Open a card to see that part in full, then what it connects to. The same client runs through every one.

Your workspace

Reply to enquiry
Inbox
Kick-off call, 9:30
Calendar
Send proposal
Tasks

Start the day with your work in view

Inbox, calendar and tasks in one place, with the next action close to the conversation. Team brings several inboxes into one shared view.

Explore workspace

Sales pipeline

Harbour Finance
Website redesign
Stage
Proposal
Value
$8,400
Next step
Follow up Thursday

Turn a promising enquiry into a client

Track opportunities through your pipeline and keep follow-up on the agenda. When you win the work, move the relationship into client management.

Explore sales pipeline

Client management

Harbour Finance
Client since October
Onboarding
2 of 3 steps done

Keep the relationship moving after the sale

Client records, onboarding checklists and documents in one place — the same record your team and Penny work from.

Explore client management

Client portals

Progress update
Posted to the portal
Brand guidelines.pdf
Shared with the client
Sign-in link sent
No account needed

Give your clients a place in the process

A dedicated page for each client — progress, documents, messages and requests — with an emailed sign-in link instead of another account.

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Penny & automations

Daily brief
Tuesday
Kick-off call, 9:30
Reply drafted for Harbour Finance
Proposal due Thursday

Help with the work around the work

Daily briefs, first drafts and task proposals from your own inbox, calendar and tasks. Penny proposes; you confirm.

Explore Penny