A search you run often can be saved and reused, so recurring lookups, this month's invoices, a specific client's contracts, are one click away instead of rebuilt each time. Saved searches can be kept private or shared publicly with your team.
Recurring reporting and review tasks, checking this month's invoices, following up on a specific client, shouldn't require rebuilding the same set of conditions from scratch every time.
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30% OFF
Limited time
30%off
30% off your first year
Our launch offer runs until 31 October on all annual plans. Enter the code at checkout and it applies to your whole first year.
