Every module a services firm runs — one application.

Client organizations and people

Accounts and contacts are the CRM layer for delivery — billing contacts, stakeholders, and the org every project, ticket, and invoice belongs to.

Plans, milestones, budgets, baselines

Phases, milestones with approvals, budgets, status updates, and project templates — so every engagement starts from your best runbook, not a blank page.

Sprints, epics, boards, velocity

Sprints, epics, backlogs, standups, and retrospectives — with multi-project boards and the financial context generic trackers never carry.

ITSM tickets, SLA, CSAT, KB

Tickets, SLAs, routing, changes, problems, knowledge base, and CSAT. Built for services firms that run projects and support in the same relationship.

White-label visibility and collaboration

A white-label portal for project progress, documents, forms, chat, invoices, hours, and CSAT. Accountability without the inbox chaos.

Files, folders, sharing

A workspace library for SOWs, contracts, deliverables, and brand files — public or private, with archive instead of silent delete.

Capacity, skills, allocations

Capacity heatmaps, hard and soft allocations, skills, demand-supply, and approval workflows — so staffing decisions show margin impact before you confirm them.

Timesheets, timers, geofenced check-in

Weekly timesheets, timers, categories, and geofenced attendance. Submit, approve, lock — then bill from the same ledger.

Reports, receipts, burn

Expense reports with receipts, categories, per-entry approval, and project burn — so reimbursements and billables stop living in side channels.

Quote-to-cash without the handoff tax

Build invoices from eligible time, expenses, retainers, and support periods. Tax, multi-currency, payments, write-offs, and credit notes — one money path.

Margin you can defend

Versioned rate cards, member cost history with backdating, and multi-currency FX — so profitability is a fact, not a recon later.

Dashboards, alerts, decision surfaces

Fourteen system dashboards, forty prebuilt reports, saved views, metric alerts, and baselines — portfolio to member detail without exporting to a BI tool first.

No-code rules and approval chains

Triggers, conditions, ordered actions, multi-step approval chains, webhooks, and a queue with retry — so process is enforced, not remembered.

One inbox across the firm

Timesheets, time entries, expense reports, invoices, credit notes, allocations, milestones, tickets, and PIPs — decide, reassign, and track from a single approval surface.

Client threads in the workspace

Send and receive client mail from the workspace, linked to the account, project, invoice, or task it belongs to.

Tiko — search, brief, draft

Tiko searches records, briefs a project or ticket, and prepares actions. Writes are proposed first — you confirm before anything is saved.

Incidents, 1:1s, PIPs, attendance

Incidents, one-on-ones, performance improvement plans, and attendance — so the firm that delivers also develops, without a second stack.

CRM, accounting, chat, calendar, billing

HubSpot, Salesforce, QuickBooks Online, TDC Commerce Accounting, Slack, Google and Outlook calendars, Stripe, and mail — connected without turning Kestrio into a middleman spreadsheet.

RBAC, audit, SSO, passkeys

Granular RBAC, audit logs with diffs, SSO, 2FA, passkeys, feature gates, and quotas — multi-tenant by design.