7Desk

The product is a workspace that centralizes project management, time tracking, invoicing, team chat, file storage, and client collaboration to replace disconnected tools and manual spreadsheets. It sells to agencies ranging from freelancers to growing teams, serving operations managers and executives in business-to-business services. It is delivered as a subscription software platform that combines projects, billing, communication, and access controls in a single workspace.

Key features

• Project management with Gantt charts
• Drag-and-drop scheduling and milestones
• Kanban task boards with priorities
• Time tracking with billable hours
• Timesheets and reports by project
• Professional invoice templates
• Recurring invoices and payment tracking
• Automated payment reminders
• Multi-currency Stripe/PayPal support
• Financial P&L and cash flow reports
• Team chat with channels and threads
• File storage with version history
• Project-scoped folders with access control
• Client portal for file sharing
• Client approvals and invoice payments
• Email servers with IMAP/SMTP sync
• Unified team inboxes with IAM
• Role-based access control
• Granular resource-level permissions
• Audit logs for compliance