Projects

Organize everything by deal, engagement, or initiative.

How it works

Step 01

Create a project

Set up a project for a deal, engagement, or initiative.

Step 02

Content flows in

New calls, emails, and notes are associated with the right project automatically.

Step 03

Search within scope

Ask questions scoped to a specific project for focused answers.

Everything related to a project lives in one place: calls, emails, notes, contacts, and action items. Share a project workspace with a colleague and they instantly have access to the full history.

Key benefits

Contextual workspaces

Search within a project to get answers relevant to that specific deal.

Automatic organization

Laisy suggests which project a new call or email belongs to.

Team collaboration

Share project workspaces so everyone has the same context.

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Projects — Laisy Features | laisy