Jeanus
B2B CRM
Features:AI SDR agentProspect finderLead-gen machineCustomer portalQuote builderRepeat pricingCandidate pipelineClient projects
Delivery

Delivery boards your client can see.

One board per client engagement. Your team manages tasks internally, in kanban or milestone shape. Your client sees a filtered view on the same portal they log into for their prices and invoices, so they can track progress, approve deliverables, and leave feedback. Same platform, one login for them, no separate Asana / Monday / Basecamp bill.

Start free · £49/moSee pricing
Client project
Meridian · Brand refresh
£8,400 · 48% complete · due 24 July
Design
Complete
Build
In progress
Launch
Not started
Client feedback (portal)
"Loving the second round of designs. Approved to move to build. Can we get the marketing site styled on our brand palette?"
How it works

What happens when you use it.

01

Spin up on won lead

When a lead flips to Won, a Start Project button appears. One click creates a board pre-filled with the customer, the deal value, and default columns / milestones based on the shape you pick.

02

Pick the shape

Kanban board (Backlog / In progress / In review / Done) for iterative work, or milestone list (dated deliverables with % complete) for engagements with hard client checkpoints. Switch anytime.

03

Internal + client-facing views

Tasks and columns can be marked "internal only" - hidden from the client portal. Everything else is visible under the customer's login, filtered to just their project(s).

04

Client approvals + feedback

Deliverables can be flagged "awaiting approval". Client hits Approve / Request changes with a comment box, notification lands on your side. Feedback captured against the task for audit.

What you get out of it.

✓Same subscription as your CRM, no extra tool
✓One login for the client (portal covers prices, invoices, projects)
✓Kanban or milestone shape - switch anytime
✓Internal-only tasks hidden from the client view
✓Approvals + feedback captured against tasks
✓Time to invoice built in (task hours flow to a delivery invoice)

Questions

Can we hide the internal chatter from clients?

Yes. Every task and column has a "visible to client" toggle. Anything set to internal is hidden from the portal view but stays in the internal board. Comments have their own toggle too - useful for internal debates about scope that the client shouldn't see.

Does it replace Asana / Monday?

For client-project delivery specifically, yes - it does the same job with the added benefit that the CRM, the quote, the invoice and the project all live on one platform. For broad company-wide project management (marketing calendars, HR pipelines, product roadmaps) it does not replace Monday or Asana. See our /vs/monday page for the full trade-off.

How does the client actually see it?

They log into your portal (same URL they use for their prices and invoices), and Projects appears in their nav. They see one board per active engagement. Read-only unless you've granted approval rights on specific deliverables.

Can we bill from delivered work?

Yes. Tasks can carry estimated hours and actual hours. On completion, hours roll up to a delivery invoice draft. Rep confirms + sends. Also handles milestone billing (invoice on milestone complete) and retainer billing (fixed monthly regardless of hours).

More features

Explore the platform.

Customer portal →
Where clients see their live project board.
Quote builder →
Won quote → auto-created project.
Candidate pipeline →
For recruitment agencies, not client-project shape.
FAQ

The questions buyers actually ask.

Honest answers to the ones we hear most.

Not yet, and no. Today the AI drafts, summarises and advises in single-turn calls - it doesn't take multi-step actions autonomously. Agentic flows are on the roadmap. We don't train models on your data either; your customer data never leaves your tenant. What learns over time is the per-tenant AI context document where you teach the AI your house style and terminology.

Try it on your own book.

£49/month. Unlimited users. AI included. Cancel any time. Lock in today's price for life.

Start free →