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Projects · Collaboration

Collaborate across teams without losing momentum

CRM.me gives every project a shared glass workspace where communication, context, and execution live together.

Real-time collaboration

Interactive Preview: Real-time collaboration

Shared notes, comments, live status updates, and @mentions keep everyone aligned without endless meetings.

Shared workspaces

Interactive Preview: Shared workspaces

Invite cross-functional teammates, agencies, or clients with tailored permissions and private channels.

Document hub

Interactive Preview: Document hub

Attach briefs, specs, and decks right to tasks and milestones so context is always one click away.

Async standups

Interactive Preview: Async standups

Automated prompts gather updates, blockers, and next steps so teams stay in sync even across time zones.

Meeting recaps

Interactive Preview: Meeting recaps

Generate recaps from meeting notes with action items automatically assigned to owners.

Stakeholder dashboards

Interactive Preview: Stakeholder dashboards

Give execs and stakeholders curated views with progress, risks, and wins without exposing noisy details.

Bring your team into CRM.me

Invite your project squad, import docs, and set up async rituals that keep work moving even when teams are distributed.

Guided onboarding • No credit card • Cancel anytime