Follow each contact from first enquiry onwards.

A lead, emails, quotes, hours, notes. Usually, that’s five tools. In ark.plan, everything starts with a project. From first contact to delivery, it moves step by step, and every change is logged. Quotes, invoices, hours, tasks, files and emails, all under one reference. Emails come in, and AI files them under the right project. It also spots the tasks inside, with due dates. You approve. Need to reply? AI drafts it from your past exchanges and project data, in the tone you use with this client. You review, you send. After a meeting, jot down the essentials. AI suggests the next step: a task, or a meeting in your calendar, invite included. Need an overview? A summary in one click. Or ask a question: the answer draws on the project’s emails, notes and invoices. And at any time, you know if the project pays off: invoiced, collected, costs, margin, and each phase’s budget. Two duplicate projects? Merge them. And if that was a mistake, just undo. With Invoicing, Time tracking or Tasks, every project record gets richer still. ark.plan, CRM and projects. Every client, one file.