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Projects

Track customer requirements on a live project board

Run onboarding, renewals, and cross-team motions as structured projects per account — with portfolio views, task execution in context, and agents that help create and keep workstreams up to date.

On the account

Tasks, updates, and properties in one workspace

Open a project from the account record: grouped tasks (with owners and due dates), an overview with status, priority, milestones, and timeline — so CS, solutions, and RevOps share one system of record instead of scattered docs and threads.

How teams use it

Systematic delivery, with automation where it helps

Portfolio at a glance

Filter, group, and search projects across your book — priority, workflow, health, owner, progress, and deadlines surface in one table so nothing slips through.

Requirements on a board

Every motion maps to tasks and milestones on the account. Status rollups and dates stay tied to the customer so handoffs stay crisp from kickoff to close.

Agents for project work

Use agents to spin up projects from templates, draft tasks and updates, and keep project metadata aligned with what is happening in the rest of Quivly — with your team in control.

Trusted by teams at

Eragon
Uplex
Union AI
Hyperspell
Atlas
Brief
Siftly
Mycroft
AgentPress
Eragon
Uplex
Union AI
Hyperspell
Atlas
Brief
Siftly
Mycroft
AgentPress

Next step

See Projects on your book of business

Walk through portfolio views, account-level workspaces, and how agents can accelerate project setup with our team.

Book a demo