What are Feature you can get from your crm software
Corexta is the all-in-one project management platform built for digital agencies and creative teams. Plan, track, collaborate, and deliver — from a single intelligent workspace your entire team actually enjoys using.
12,000+ agencies manage their projects on Corexta
Project management software is the operational backbone of high-performing agencies. It replaces the fragmented mix of email threads, spreadsheets, Slack messages, and disconnected tools with a single platform where every task, deadline, file, and conversation lives together.
Without centralized workflow management, even talented agencies lose hours every week to status updates, duplicate work, and missed context. Consequently, projects run long, clients grow frustrated, and team morale erodes — not because of skill gaps, but because of systems gaps.
Corexta's agency project management software gives your team the operational clarity and workflow automation to deliver exceptional work, on time, every time — at any scale.
Every task, deadline, and deliverable in one place — visible to every team member who needs it.
Recurring tasks, status triggers, and client notifications handled automatically — without manual follow-up.
Live dashboards showing project health, team capacity, and deadline risk — before they become problems.
Critical decisions buried in email threads, approvals lost in inboxes, and no single source of truth for project status. Furthermore, new team members can never find context from previous conversations.
Manual status updates mean data is always stale. Version conflicts between team members create confusion, and there's no way to see who is doing what, or why something is running late.
When tasks live in one tool, files in another, and client communication in a third, the operational overhead of keeping everything synchronized becomes a full-time job that nobody can do perfectly.
Without a project tracking system, team leads spend more time chasing status updates than doing meaningful work. Consequently, delivery quality drops and client satisfaction follows.
Corexta's project management platform combines task management, workflow automation, client collaboration, and operational analytics into a single enterprise-grade workspace — eliminating the tool sprawl that costs agencies time, money, and client trust.
Create, assign, and prioritize tasks with custom fields, dependencies, due dates, and subtasks. Moreover, bulk task editing and recurring task templates eliminate the setup overhead that slows down high-volume agency operations.
Subtasks · Dependencies · Custom FieldsVisual kanban project management with drag-and-drop cards, swimlane views, WIP limits, and automated status transitions — giving every team member an instant view of what's in progress, what's blocked, and what's ready to ship.
Drag & Drop · WIP Limits · SwimlanesReal-time project tracking with milestone management, progress visualization, deadline risk alerts, and cross-project portfolio views — so you always know which projects are on track and which need your attention before they become problems.
Milestones · Gantt · Portfolio ViewIn-context team communication with task comments, @mentions, file attachments, and real-time activity feeds — keeping all project conversation connected to the work it references rather than lost in separate messaging threads.
@Mentions · Activity Feed · In-Task ChatBuilt-in time tracking with one-click timers, manual time entry, timesheet reports, and billable hours management — giving agency leaders the data to accurately invoice clients and optimize team capacity allocation across all active projects.
Timers · Timesheets · Billable HoursNo-code automation builder for recurring task creation, status change triggers, client notification sequences, and approval routing — eliminating the manual administrative overhead that consumes 30% of most agency project managers' working time.
No-Code Builder · Triggers · ApprovalsDedicated client portals with controlled visibility, approval workflows, deliverable sharing, and client feedback collection — enabling transparent client collaboration without compromising internal team communications or exposing sensitive operational data.
Client Portal · Approvals · FeedbackTeam capacity planning with visual workload views, resource utilization tracking, and overallocation alerts — ensuring you never accidentally burn out your best people or discover a capacity crisis only after you've committed to the deadline.
Capacity View · Workload · UtilizationCentralized file management with version control, in-task file attachment, client deliverable portals, and annotation tools — keeping every asset connected to the project context where it belongs rather than scattered across email and cloud storage folders.
Version Control · Annotations · PortalsInteractive Gantt charts, timeline views, and dependency management — enabling project managers to visualize the complete project schedule, model the impact of scope changes, and communicate realistic delivery timelines to clients and stakeholders.
Gantt · Dependencies · Timeline ViewsReal-time operational dashboards tracking project health, team performance, time utilization, client satisfaction, and delivery accuracy — delivering the operational intelligence agency leaders need to make data-driven decisions rather than relying on intuition.
Dashboards · KPIs · Custom ReportsIntegrated team messaging with project-specific channels, direct messages, notification management, and async update tools — reducing the volume of status meetings while ensuring everyone stays aligned on project priorities and current blockers.
Channels · DMs · Async UpdatesHigh-performing agencies run on well-designed workflows, not heroic effort. Corexta's workflow management software gives your operations team the automation, visibility, and coordination tools to deliver consistently — regardless of team size, project complexity, or client volume.
Replace fragmented tools with a single operational workspace — tasks, timelines, files, and conversations all connected to the projects they belong to. Furthermore, custom project templates mean every new client engagement starts with a proven operational foundation.
Build no-code automation workflows that trigger task creation, move cards through stages, send client updates, and route approvals automatically — eliminating the manual coordination overhead that consumes agency operations time.
Team leads see capacity and workload. Project managers see milestone progress and risk. Clients see deliverable status through their branded portal. Additionally, executive dashboards surface portfolio health and revenue-impacting delays immediately.
Automated client reporting, project retrospectives, and performance analytics close the delivery loop — giving your agency the operational data to improve continuously and the client communication tools to retain business at the end of every engagement.
Modern agencies run distributed, async, and across time zones. Consequently, Corexta's team collaboration software creates a shared operational context — so every team member knows what's happening, what's needed, and who's responsible, regardless of where or when they're working.
Task comments, file reviews, and approval conversations happen directly inside the work they reference — eliminating the context-switching between chat tools and project management that fragments team focus.
Configurable notifications that surface only what matters to each team member — reducing notification fatigue while ensuring nothing falls through the cracks in a busy multi-project agency environment.
Multiple team members working simultaneously on project briefs, creative documents, and campaign plans — with live cursors, comment threads, and version history that makes async collaboration feel synchronous.
Branded client portals with controlled visibility — clients see exactly what they need to see, review and approve deliverables, and provide structured feedback without ever touching your internal team's operational workspace.
Most agencies outgrow spreadsheets quickly, then land in a patchwork of disconnected SaaS tools that create new coordination overhead. Corexta was built specifically to replace that operational chaos with a single, intelligent agency management platform.
| Capability | Corexta | Spreadsheets | Disconnected Tools |
|---|---|---|---|
| Centralized Project Management | ✓ Complete | ✗ Manual workarounds | ⚠ Fragmented across tools |
| Real-Time Team Collaboration | ✓ Live updates | ✗ Static files | ⚠ Separate chat tools |
| Workflow Automation | ✓ No-code builder | ✗ Not possible | ✗ Tool-specific only |
| Client Collaboration Portals | ✓ Branded portals | ✗ Email only | ✗ Not included |
| Resource & Capacity Planning | ✓ Visual workload views | ⚠ Manual calculations | ✗ No visibility |
| Built-In Time Tracking | ✓ Native time tracking | ✗ Separate tool needed | ⚠ Third-party add-on |
| Kanban & Agile Boards | ✓ Built-in | ✗ Not supported | ⚠ Separate subscription |
| Analytics & Project Reporting | ✓ Real-time dashboards | ⚠ Manual reporting | ⚠ Data silos |
| Scalability | ✓ Enterprise-ready | ✗ Breaks at scale | ⚠ Costly integrations |
| Total Operational Cost | ✓ Single platform | ⚠ Hidden time cost | ✗ Multiple subscriptions |
The measurable impact of replacing fragmented tools with a purpose-built agency operations platform — based on data from Corexta customers across creative, marketing, and digital agencies worldwide.
Automated workflows, clear task ownership, and real-time progress tracking eliminate the coordination gaps that cause project delays — resulting in faster delivery without additional headcount.
3.2×Proactive deadline risk alerts, dependency management, and automated escalation notifications surface potential delays days before they become client-facing problems.
−40%Branded client portals, automated progress reports, and structured feedback workflows replace ad-hoc email communication with a professional client experience that improves retention.
4.9★Real-time project dashboards give every team member and stakeholder the visibility they need to self-serve status updates — reducing the meeting overhead that consumes agency capacity without generating client value.
−60%Corexta's project management platform adapts to the specific workflow patterns, client structures, and operational needs of every team type — from boutique creative studios to enterprise marketing departments and distributed SaaS product teams.
Campaign management, content calendars, client approvals, and performance reporting — all in one place. Moreover, multi-client portfolio views give account managers complete visibility across every active engagement.
Campaign Workflows · Client PortalsCreative brief management, version-controlled file sharing, client review workflows, and production scheduling — built for the iterative, approval-heavy nature of creative project delivery across multiple concurrent client accounts.
File Versioning · Creative ApprovalsAgile sprint management, product roadmap planning, engineering task tracking, and cross-team release coordination — giving SaaS product teams the operational structure to ship faster without sacrificing quality or team alignment.
Agile Sprints · Roadmap PlanningCompliance-aware project management for healthcare operations, clinical program management, and cross-departmental coordination — with the role-based access control and audit trail requirements that regulated environments demand.
Compliance · Role-Based AccessCurriculum development project management, faculty coordination workflows, and institutional program planning — giving education teams the structured task management and cross-department visibility that complex academic projects require.
Program Management · CoordinationOperational project tracking, process improvement initiative management, and cross-functional team coordination — with the real-time visibility and automation capabilities that logistics operations teams need to maintain performance standards.
Operations · Process TrackingEnterprise-grade project portfolio management with SSO integration, advanced role management, custom reporting, and the scalability to support thousands of concurrent projects across multiple departments and business units simultaneously.
Portfolio View · Enterprise SSOFast, flexible project management that grows with your team — from a founding team of five tracking early product development through to a 200-person organization managing complex multi-workstream operational programs across multiple markets.
Scalable · Flexible WorkflowsReal-time operational analytics transform project data into strategic insights — giving agency leaders the visibility to make better decisions about resourcing, client commitments, and operational priorities before they become problems.
Live dashboards displaying project health scores, milestone completion rates, team utilization, and deadline risk indicators — refreshing continuously as your team updates work across the platform.
Individual and team productivity metrics including task completion velocity, time tracking accuracy, and capacity utilization — giving team leads the data to coach effectively and plan realistic sprint commitments.
Automated client feedback collection at project milestones, NPS scoring integrated into project delivery workflows, and satisfaction trend analysis across your entire client portfolio for proactive relationship management.
Drag-and-drop report builder with scheduled delivery — create the exact operational reports your clients, board, or leadership team needs, and automate their delivery without manual data compilation every reporting cycle.
These outcomes reflect real performance improvements reported by Corexta customers after replacing fragmented tools with the platform's unified project management workspace.
A 45-person digital marketing agency managing 30+ concurrent client campaigns replaced their spreadsheet-and-email operational model with Corexta — implementing automated workflow templates, client portals, and real-time project dashboards. Consequently, project delivery time dropped by 52% in the first quarter.
An 18-person creative studio previously relying on Asana, Slack, and Google Sheets in parallel consolidated everything into Corexta. Moreover, automated client approval workflows reduced round-trip feedback cycles from 4.2 days to 1.1 days — directly improving client satisfaction and project profitability.
A 60-person remote SaaS product team adopted Corexta's agile project management tools — replacing Jira, Confluence, and three Slack workspaces with a single platform. As a result, sprint completion rates improved by 38% and cross-team alignment issues dropped significantly within the first release cycle.
Project management software is a platform that centralizes task management, project tracking, team collaboration, and workflow automation in one place. Agencies need it because the alternative — managing projects across email, spreadsheets, and disconnected tools — creates coordination overhead, missed deadlines, and visibility gaps that directly impact client satisfaction and profitability. Corexta's agency project management software replaces that fragmented stack with a unified operational platform where every task, deadline, file, and conversation lives together.
Corexta is purpose-built for agency operations — combining project management, client collaboration portals, time tracking, resource planning, and workflow automation in a single platform optimized for the multi-client, deadline-heavy operational model that agencies run. Furthermore, Corexta's no-code workflow automation is designed specifically around agency delivery patterns — campaign workflows, creative approval cycles, and client reporting — rather than the generic business process templates that horizontal platforms offer.
Yes. Corexta includes fully featured kanban boards with drag-and-drop cards, swimlane views, WIP limits, and automated status transitions. Additionally, agile sprint management tools — including sprint planning boards, velocity tracking, backlog management, and burndown charts — are available natively within the platform. Teams can switch between kanban, list, Gantt, and calendar views depending on the project context and their working preferences.
Yes. Corexta includes branded client portals that give clients controlled visibility into their specific projects — without exposing your internal team's operational workspace or other client accounts. Clients can view deliverable status, review and approve work, submit structured feedback, and access shared files — all from a professional portal that reflects your agency's brand. Furthermore, automated client progress reports can be scheduled to deliver updates without requiring manual preparation from your team.
Yes. Built-in time tracking with one-click timers, manual time entry, and billable/non-billable hour classification is included natively in Corexta. Timesheet reports show individual and team time logs by project, client, and task type — giving you the data for accurate client invoicing and the operational insight to identify where time is being spent relative to project budgets. Additionally, time tracking integrates directly with project analytics to show budget burn rates in real time.
Corexta is designed from the ground up for async and distributed team operation — the communication, visibility, and coordination features all assume that team members are not in the same room or even the same time zone. In-context task communication, async update tools, configurable notification management, and real-time collaborative document editing give distributed teams the operational infrastructure to work effectively without requiring constant synchronous coordination. Furthermore, the mobile-optimized platform ensures team members can stay connected and productive from any device.
Corexta includes a no-code workflow automation builder that supports trigger-based automation for recurring task creation, status change actions, client notification sequences, approval routing, and escalation alerts. Pre-built automation templates cover the most common agency workflow patterns — campaign launches, creative review cycles, client onboarding, and project closeout sequences. Additionally, custom automation logic can be configured without technical expertise, enabling agency operations managers to build the exact workflow automations their specific delivery model requires.
Yes. Corexta's cloud-based project management platform is enterprise-ready — supporting SSO integration, advanced role-based access control, custom permission hierarchies, multi-department workspace management, and the advanced security controls that enterprise IT teams require. Furthermore, the platform's performance architecture maintains consistent speed and reliability regardless of the number of concurrent projects, users, or data volume — ensuring enterprise-scale agencies experience the same responsive platform as smaller teams.
Yes. Interactive Gantt charts with drag-and-drop timeline adjustment, task dependency management, milestone markers, and critical path visualization are built into Corexta's project scheduling tools. Project managers can model the impact of scope changes on delivery timelines, identify dependency conflicts before they cause delays, and share visual project schedules with clients and stakeholders directly from the platform — without exporting to external tools or creating manual slide presentations.
Most agencies are operational on Corexta within a single working day. The onboarding process includes guided workspace setup, pre-built project templates for common agency workflows, and a data import tool for migrating tasks and projects from spreadsheets or competing platforms. Additionally, Corexta's onboarding team provides live setup sessions for agencies switching from other project management tools — ensuring your team hits the ground running rather than spending weeks on configuration. A free trial is available without requiring a credit card or sales conversation.
Join 12,000+ agencies that use Corexta to manage projects, automate workflows, and deliver outstanding client results — from a single intelligent platform your entire team will actually use every day.