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The whole platform

One tool for the entire client lifecycle

From the first proposal to ongoing hosting and support, every product below works together inside one login and one bill.

Projects & delivery

Tasks, deliverables, milestones, sprints, approvals, time tracking with a built-in timer, a per-project Brand Kit and switch-on integrations — the whole delivery workflow in one workspace.

Replaces Asana, ClickUp, Monday, Harvest, Toggl

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Billing & money

Branded contracts and proposals, invoices, recurring subscriptions and a client wallet that pays you automatically — Stripe and PayPal built in.

Replaces QuickBooks, FreshBooks, PandaDoc, Bonsai

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Support desk

A full ticket desk with SLAs, live chat backed by custom AI agents, and a knowledge base — all white-labeled inside your client portal.

Replaces Zendesk, Intercom, Help Scout

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LaunchPad staging

Private, branded staging environments for any stack — static, PHP, MySQL/Postgres, Laravel + Vue and WordPress — spun up automatically, kept behind a branded auth gate, on your own domain. Available as an add-on.

Replaces WP Staging, Local, ngrok, manual staging servers

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Domains

Manage every domain across Cloudflare and Namecheap from one place — DNS, contacts, transfers and auto-renewal tied to client payment, with clients self-serving in their branded portal.

Replaces GoDaddy, manual registrar logins

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WordPress connector

A white-labeled WordPress manager licensed to your portal — one-click login, manage everything, enforce update policies, scan for vulnerabilities and schedule backups to your own storage with one-click restore.

Replaces ManageWP, MainWP

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White-label client portal

A fully branded login, custom domains and a complete client portal. The optional "Powered by ProjEvo" toggle drives referrals.

Replaces SuiteDash, Moxie, Bonsai portals

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AI throughout

AI woven through every module — briefings, status reports, task breakdown, replies and design help. Run it on ProjEvo AI with your monthly credits, or bring your own Anthropic, OpenAI, Gemini or OpenRouter keys.

Replaces ChatGPT tabs, bolt-on AI tools

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Automations

A visual when/then automation builder — drag steps to send email or SMS, wait, notify, create tasks and more, triggered by anything across the platform. In early beta for the Founders Club.

Replaces Zapier, Make

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Live Feedback

A per-project script puts an "Add feedback" button on your client's own site. Signed-in clients pin comments to the exact spot with a screenshot, and each one becomes a tracked, time-logged change order in the project.

Replaces Markup.io, Ziflow, BugHerd

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Meetings & scheduling

Schedule with Google Meet or Zoom, run phone consults from a built-in Twilio softphone, take paid or comp meetings, and let clients self-book on a public branded page — all tied to the client and project.

Replaces Calendly, TidyCal, Acuity

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Phone & SMS

Twilio-powered SMS and voice with a full IVR, per-department routing and employee extensions, all from inside ProjEvo.

Replaces Standalone Twilio glue, separate SMS apps

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Marketing Hub

Track every client's SEO, Google Business Profile and paid ads in one hub, with AI insights, fully branded client reports by email, and management invoicing.

Replaces BrightLocal, AgencyAnalytics, manual SEO reports

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Hosting

Connect your own Plesk or cPanel servers (SiteGround and Hostinger in beta), import and link client hosting to projects and billing, and let clients self-manage from their portal — with auto-suspend, DNS verification and blacklist monitoring.

Replaces Manual cPanel/WHM, reseller panels

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AutoFramer

Generate AI wireframes from a brief per project, edit them block by block, then send them to clients to comment, request changes and approve — approved wireframes stay in the project for reference.

Replaces Manual mockups, separate wireframing tools

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Team chat & collaboration

It all happens in the Communicator — direct-message any teammate or spin up group chats, tag a client, project or person to route the conversation, and field the live chats coming in from your site and client portal.

Replaces Slack, Microsoft Teams

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Care Plans

Productized maintenance with time buckets, client change requests, after-hours rush fees and automatic scheduling, tracking and billing.

Replaces Manual retainers, spreadsheets, email change requests

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Live Chat with AI

A branded chat widget you embed on your sites; each client can also enable live chat in their own client area to support their clients. AI answers from what you train it on, always collects name and email before handing to a person, routes by department and hours, and every chat is rated.

Replaces Intercom, Drift, tawk.to

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Figma integration

Link Figma to a project, review and pin internally, then send only the frames you choose for client approval.

Replaces Emailed exports, separate proofing tools

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