AdvisorEngine CRM
advisorengine.comClient workflows built from reusable action templates
Client workflows built from reusable action templates
Organize close tasks, investigate balances and reconcile cash
Document procedures, policies, and tasks in a searchable public or private knowledge base.
Employee records and onboarding checklists with assigned tasks and verification
Advisory CRM workflows launched from relationship records and reusable templates
Merchant system integrations with explicit source-to-destination mappings
Legal intake statuses that create role-owned follow-up tasks
Track cleaning tasks and share the household workload
Connect goals, milestones, and project tasks in an open-source work management tool.
Plan project work with Gantt schedules, dependencies, and timesheets.
Plan agile work with Scrum and Kanban boards in an open-source, self-hosted tool.
Run a lightweight self-hosted Kanban board with task automation and WIP limits.
A free, open-source time tracker for self-hosted projects, tasks, and billable hours.
Write scripts and JVM applications with Groovy's concise syntax and Java interoperability.
Coordinate project teams with shared Kanban boards, Gantt plans, roadmaps, and workload views.
An offline-first Markdown notebook built around files you own and optional iCloud Drive sync.
Share cached task results and distribute Nx CI work across workers.
Business messaging with LINE connectivity and a set of everyday workplace tools.
Manage projects and workflows on configurable boards with team views, templates, and automations.
Run interactive shell sessions and automate command-line tasks with the Bourne Again SHell.
A team project system for task plans, resource scheduling, time tracking, costs, and client work.
Notes, tasks, and documents app with apps for web, Mac, Windows, iOS, Android, and visionOS.
Coordinate employee transitions with assigned tasks, forms and separate employee and HR deadlines.