Streamline Marketing with Perfo

Streamline marketing with Perfo

Find new channels, target key
audiences, optimize SEO, and more

Here’s how a marketing manager would use Perfo to plan a billboard campaign for an AI product launch, targeting tech hubs and developing social campaigns.

Step 1

Centralize Communication with Inbox

Start by consolidating all project discussions, messages, and notifications in one searchable Inbox. Assign tasks, respond to updates, and prioritize conversations—so nothing falls through the cracks.

Centralize communication with Inbox
Visualize deadlines with Calendar
Step 2

Visualize Deadlines with Calendar

Map out project milestones, deadlines, and team activities using the integrated Calendar. Instantly spot scheduling conflicts and keep everyone accountable for deliverables.

Step 3

Gain Full Visibility with Projects & Gantt

Manage all initiatives in a unified Projects hub. Use interactive Gantt charts to plan timelines, set dependencies, and adjust workloads in real time for on-time delivery.

Get full visibility with Projects and Gantt
Secure collaboration with Files and Wiki KB
Step 4

Secure Collaboration with Files & Wiki KB

Store, share, and manage documents in a secure Files hub. Document processes and best practices in the Wiki Knowledge Base, ensuring knowledge is accessible and onboarding is effortless.

Step 5

Empower Clients with Client View

Give clients a secure, real-time portal to monitor project progress, review files, and provide feedback—without exposing internal team spaces.

Empower clients with Client View
Control access with Project Permissions
Step 6

Control Access with Project Level Permissions

Set granular permissions for every project—ensuring the right people see the right information, always.

Other use cases to explore

Onboard New Teams

Use Wiki KB and Files for rapid knowledge transfer.

Client Reporting

Share project updates securely via Client View.

Remote Coordination

Keep distributed teams aligned with Inbox and Calendar.