Point of Rental × Record360 · Revenue Technology
Run Professional Services delivery from one place
Plan projects, run every onboarding and SOP, and track portfolio health in a single platform — with Salesforce as your source of truth.
command-center / projects
On track
12
At risk
3
Blocked
1
Acme Rentals — Elite onboarding
82%
Northwind — data migration
54%
Record360 — fleet rollout
28%
Built on Salesforce
Salesforce stays the source of truth
Accounts, opportunities, and cases live in Salesforce and sync in live — read-only, always current.
Delivery runs here
Projects, onboarding, SOPs, time, and reporting in one command center for the whole team.
Secure by design
Custom roles, deny-by-default access, and per-workspace data isolation across business units.
What it does
Projects & tasks
Plan and track delivery
- List & Kanban board views
- Priorities, due dates, multi-assignee
- Custom fields on every task
Process workflows
Standardize every SOP
- Reusable SOP templates
- Stop-task gates, server-enforced
- Form components captured per run
Reporting & analytics
See the whole portfolio
- Overdue & completion at a glance
- By priority, project, and health
- Portfolio rollups on the way
Built-in security
Access you control
- Custom roles you define
- Deny-by-default access control
- Per-workspace data isolation
One command center for every onboarding, project, and SOP.
Plan the work, run it to a repeatable process, and report on it — all backed by your Salesforce source of truth.