ProjectBaserPJ-01.04

Client Services Suite switcher

One band in the sidebar lists PipeLeads CRM, Lead Finder, ProjectBaser, CalendarBug, Invoicer and DocSigner.

Find it in ProjectBaser
  1. Sidebar
  2. Client Services Suite
/dashboard

The chain

From what it does to where it takes you.

  1. 01

    FeatureWhat it does

    ProjectBaser and PipeLeads CRM switch in place; the other apps open through Scale.gg. A dot marks where you are. The band folds away.

  2. 02

    AdvantageWhy it beats the usual way

    Sales and delivery sit one click apart in the same app.

  3. 03

    BenefitWhat you get

    You move from a won deal to the delivery board without a new tab or login.

  4. 04

    Promised LandWhere it takes you

    The hand-off from sale to delivery feels like one motion, not a relay race.

Try it yourself

Put Client Services Suite switcher to work.

Boards for the work that follows the sale.

Visit ProjectBaser Start freeSee the ProjectBaser page

Ask the Atlas

Does Scale.gg have…? Ask in plain words.

Ask me what you want to get done. I’ll tell you which Scale.gg apps and features do it, and link you straight to them.

AI answers can be wrong. Each answer links to the feature pages so you can check.