Let's Get Visual!

Track, Report, Repeat

Simplify complex projects and processes empowering teams to finish faster with less mistakes.

Visualize Project Progress

Steps enables you to see the entire project in a glance.   

Drill down into each step for real-time collaboration with your team. Centralize files and all discussions by the phases of the project allowing for clear communication and accountability

Steps - Demo Screen

Simple Task Assignment

Simplify team management by assigning tasks to individual team members and monitoring their progress in real time.

This feature ensures accountability by clearly defining roles and responsibilities while also offering visibility into each person’s workload.

See task across all your project and across the company!

Team Management

Create business focused teams and assign what everyone has access to.

With Steps, you can assign the same staff member to multiple groups and customize their access and permissions for each group—ensuring the right level of control and flexibility across your organization

Assign different access depending on group. Teammates can exist in multiple teams and have with different access and permissions for each team.

Steps - Demo Screen

Clients Are In The Loop.

Eliminate miscommunication by inviting clients to participate in the project workflow. Clients can view project progress, provide feedback, and approve deliverables in real time.

By involving clients directly, you reduce miscommunication, speed up decision-making, and create a sense of partnership that enhances trust and satisfaction.

Your View	Client's View

Central File Storage

Create a common file area you can share with your customer allowing for faster file transfer.

Client Approvals

Track, audit and report with instant client approval requests.

Client Chat

Chat directly with the client and keep conversation in context of the phase of the project.

Project Tracking

Empower the client with real-time progress tracking on multiple projects.

Centralized Project Documents

Keep all project files and documentation in one secure, easy-to-access location. Eliminates the hassle of searching through emails or scattered storage systems, ensuring your team always works with the latest and most accurate versions.

Centralized document management enhances collaboration, simplifies audits, and provides a single source of truth for all project-related materials.

One place for all project files accessible by your team AND the client.

Easy to Understand Reporting

Generate clear, data-rich reports with just 1 click.   

Simple reporting ensures you can quickly communicate key insights to stakeholders, make informed decisions, and continuously improve your project management practices without getting bogged down by complex tools or data.

Chat where you work!

Embedded chat brings seamless communication directly into your project management workflow.   By eliminating the need for third-party chat platforms, Steps keeps conversations in one secure and centralized location—right where your team works.

 Team chats are connected to a specific step in the project reducing scattered communication. Steps extends chat to customers reducing the need for email and third party communications. Whether discussing project updates, sharing files, or addressing customer feedback, Steps chat keeps everyone connected and aligned.

Universal Process Standards

We’ve established a universal Standard for documenting a processes. It’s simple, flexible and free for everyone.

AI Intelligent

Create a process for ANYTHING!