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Bring the work together.
Keep the delivery moving.

Organize project work, assign tasks, track a budget, and follow delivery progress. Start repeatable work from templates, and add project fields in Studio.

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Active projects
4
0 delivered
Due in 7 days
1
Open projects with a close deadline
Open budget
$28,400
Across active projects
Task completion
62%
23 of 37 tasks closed

  1. Northstar website launch

    Maya Chen · Northstar Studio

    In progress · 3 milestones

    Tasks closed9/1464% complete
    Due dateOct 308 days left
    Cost against budget$7,200 of $12,000

  2. Workshop program

    Sam Patel · Internal delivery

    Planning · 3 milestones

    Tasks closed4/850% complete
    Due dateNov 615 days left
    Cost against budget$1,440 of $4,800

  3. Customer onboarding refresh

    Nora Ellis · Internal delivery

    In progress · 3 milestones

    Tasks closed7/1070% complete
    Due dateOct 286 days left
    Cost against budget$5,120 of $6,400

  4. Quarterly service review

    Maya Chen · Harbor Studio

    On hold · 3 milestones

    Tasks closed3/560% complete
    Due dateNov 1221 days left
    Cost against budget$2,600 of $5,200
Illustrative sample records. Not a live workspace.

One record for each delivery.

One shared picture of the work.

  1. Project records

    Give a delivery effort its own record and keep the related work grouped together.

  2. Tasks and ownership

    Organize tasks with the people responsible for carrying them forward.

  3. Templates for familiar work

    Use project templates to start recurring delivery patterns with a consistent structure.

Budget, beside the work.

Each bar is one project's budget on a single dollar scale. The fill is the cost so far, and the diamond marks the share of tasks closed.

  1. Northstar website launch

    Maya Chen · In progress

    $7,200 of $12,000

    60% of budget64% of tasks closed

  2. Workshop program

    Sam Patel · Planning

    $1,440 of $4,800

    30% of budget50% of tasks closed

  3. Customer onboarding refresh

    Nora Ellis · In progress

    $5,120 of $6,400

    80% of budget70% of tasks closed

  4. Quarterly service review

    Maya Chen · On hold

    $2,600 of $5,200

    50% of budget60% of tasks closed

From the first record to the last task.

  1. 01

    Set up the project

    Create the delivery record or begin from an appropriate template.

  2. 02

    Organize the work

    Add tasks and assign the people responsible for them.

  3. 03

    Follow progress

    Review the project and its task states as the delivery develops.

Make projects yours.

Three changes a team might make, then every control behind them.

  1. A "Site address" field

    Record where each project is delivered.

  2. Milestone to invoice

    When a milestone is reached, a workflow creates a task to invoice that stage.

  3. Kick off on creation

    Create the standard task list every time a new project is added.

Controls around projects

  • Fields and layout in Studio

    Add project fields such as contract value or site, and tailor the project list.

    See Studio

  • Workflows and automations

    Start a workflow when a project is created or a milestone is reached. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    Every paid plan

    Decide who can see, create and change projects, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your projects in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    Scale and up

    When projects needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App Builder

    Every paid plan

    Build a website, document, slides or internal app next to your projects, described in plain words.

    See App Builder

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Inside Projects.

  1. 01

    Project delivery

    Keep project ownership, target dates, tasks and delivery activity together.

  2. 02

    Views for the work

    Review projects through the list, grid or board views used by the workspace.

  3. 03

    Project context

    Keep the client and project budget alongside delivery progress.

Tied to the work around it.

Projects brings tasks, people, customers, and service delivery into the same workspace.