CPMS unifies engagements, tasks, CRM, time tracking and profitability reporting into a single, blazing-fast workspace — so nothing falls through the cracks and every hour is accounted for.
One workspace for engagements, tasks, CRM, time & profitability.
Everything in one place
Stop stitching together five tools. CPMS covers the full client lifecycle with server-rendered speed and a clean, focused UI.
Assignees, priorities, due dates, dependencies, labels, watchers and time — all on one screen. Filter by status, switch to a board, or log time inline without leaving your flow.
Client, product line, task type, comments, watchers and attachments live together — so anyone can pick up the work with complete context. Real-time comment threads keep discussion where the work happens.
Group clients under engagements, attach fixed-fee or hourly contracts, and see active retainers at a glance. Soft-deletes and a full audit history mean you never lose the paper trail.
Built-in CRM
Track the relationships that drive revenue — from first lead to active client — right alongside the work you deliver.
Lifecycle stages, owners, lead sources and company links keep your pipeline honest. Letter navigation and typeahead search make finding anyone instant.
Reporting & profitability
Turn logged time, contracts and compensation into answers: who's productive, which clients are profitable, and where revenue comes from.
Completion rates, workload, overdue counts and hours logged — per person, at a glance.
See where your revenue concentrates with an interactive revenue-by-state map.
Every logged hour and every contract feeds a live profitability engine. Choose your dimensions, pick a period, and export to CSV for the partner meeting.
The platform
A modern Go + HTMX stack means server-rendered speed with none of the SPA bloat — and security built in, not bolted on.
Fine-grained, resource-level permissions with fail-closed refresh. Revoke access and it takes effect — no stale sessions.
Every significant action is logged with actor, entity, before/after values, IP and user agent. Compliance-ready by default.
Server-rendered partials swap instantly. Snappy on any connection, with no heavy JavaScript bundle to ship or maintain.
Define recurring task templates with subtasks, checklists and watchers — CPMS generates the instances on schedule.
Log time against any task, review personal timesheets, and feed accurate hours into billing and profitability.
A staff directory with salaries, bonuses and history — the cost side of the profitability equation, all in one place.
Positions, departments, start dates and compensation live together, so utilization and margin reflect the real cost of delivery — not a guess.
See the full platform
Engagements, tasks, CRM, time and profitability — one fast, secure workspace, purpose-built for accounting, advisory and professional-services teams.