Projects
Organize everything by deal, engagement, or initiative.
How it works
Create a project
Set up a project for a deal, engagement, or initiative.
Content flows in
New calls, emails, and notes are associated with the right project automatically.
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.
Ready to try Projects?
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