Project Management CRM Platform

The profit was hiding in the hours spent chasing the work.

Toooly - Less chasing updates. More moving work forward.
Role
Product strategy and UX/UI design
Client
Toooly
Services
Product Strategy, Product Design, Design system, Branding

Monday, 9:12. The work is moving. Nobody can see it. Toooly is the project management CRM that puts the owner, the deadline, and the file on the same task.

Challenge

Busy team. Invisible work. Revenue waiting on a status update.

Approach

One record for the task, so the hours you pay for go back to delivery.

Outcomes

  • Hours returned to delivery
  • Deadlines that protect revenue
  • A system of record teams stay in

The problem

Where Was the Money Going?

The team was not stuck. The picture was. The task lived on a board, the decision in a thread, the file in a drive, and the status in someone's head. By the time a manager had the story, the morning was gone.

That chase is a second payroll. You pay for the tools, then you pay people to reconcile them. Deadlines slip in the dark, and a slipped deadline is revenue that arrives late. Toooly had to be the one place a task could not move unless its owner moved with it.

The approach

How Do You Design for Margin?

The brief said workspace. The leak said otherwise. Design one system of record, or keep paying people to narrate the work.

  1. 01Task, conversation, file, and activity stay on the same card
  2. 02A board for the people doing the work, a table for the people on the hook for it
  3. 03Every deadline has a name on it, visible to the whole team
  4. 04Dense enough to run the account, quiet enough to read at 4pm

Inside the Workspace

Open the board and the week is already there. To Do, On Progress, Done. Priority, owner, comments, files, on the card. The status of what you sold takes one glance.

Open the task and the stall is sitting next to the fix. Step back to the table and the row about to slip is obvious before it becomes a client call. The members view answers the question that used to take a spreadsheet and a DM: who owns this, and who can touch it.

Results

What Does This Do to the Business?

  1. Margin

    Hours back

    The same team. More of the week on work a client will pay for.

  2. Revenue

    On time

    What was sold is what ships, because the deadline has a name.

  3. Retention

    1 record

    Teams that run the business here stop shopping for another tool.

Tool sprawl is a cost. Delivery is the product. Toooly moves hours from the first to the second. Clients who can feel that stay, expand, and send the next one.

Showcase

The work, up close

After launch

What Proves It After Launch?

The proof is not a compliment on the screens. It is hours spent delivering instead of chasing, a new teammate who acts on day one, and projects that come back next week. Those three decide what ships next: reporting a principal can take into a client meeting, and workload you can see before heroics spend the margin.

FAQ

Thinking about something like this?

One platform. A name on every task. Hours back in delivery, and a client who can feel it.