How is this different from the pipeline?

Pipeline tracks sales opportunities before you win the work. Project management is where delivery happens — phases, tasks, timelines, and handoffs after the deal is signed.

Can I manage multiple projects per client?

Yes. Each client can have as many active projects as you need, each with its own phases, tasks, and financials.

Ozer Projects

Delivery on the client record

Ozer projects run jobs with phases, timelines, and tasks on the client record with contracts and invoices on the same job. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK.

Ozer projects answer “where is this job?” Phases, deadlines, and tasks live with the client, contracts, and invoices — not in a PM tool that never sees the invoice.

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Active projects

Timeline

What you get

Table and timeline

Sort active work or drag the timeline. Filter by client or status.

Phases and deliverables

Know the stage and what ships next.

Client context built in

Messages, portal, and history sit on the same job.

Won deals become projects

Pipeline wins carry brief and contacts — you start delivery, not data entry.

Projects at the centre

Tasks, meetings, invoices, and portals hang off one project record.

Frequently asked questions

Run this in your Workspace OS

Start free. Personal and family stay free. Pay when you add a paid workspace — one price covers the team.

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