Your organization
One place for everything assigned to you — tasks, tickets, calendar, timesheet, and time off — pulled together across every module.
- 01My work
One place for everything assigned to you — tasks, tickets, calendar, timesheet, and time off — pulled together across every module.
Updated October 9, 2026 · 14 min read - 02Dashboard
Your personal home screen — a customizable dashboard of live metrics from across the organization, built from the same engine that powers Insights.
Updated October 10, 2026 · 3 min read - 03My company
A shortcut to your own organization's record — and, with HR enabled, your team directory and org chart.
Updated October 9, 2026 · 1 min read - 04My notes
Your private scratchpad — notes from calls and meetings that only you can see, tagged with the company or contact they're about, and searchable by Prox.
Updated September 24, 2026 · 2 min read - 05Notifications
Stay on top of what needs you — assignments, mentions, approvals, and overdue items — in-app and by email, tuned to your preferences.
Updated October 9, 2026 · 4 min read
Bring your whole services business together
Stop stitching together five tools. Run sales, delivery, support, and billing from one organization — with an AI assistant on every page.