All Features
The complete feature list
89 features across 10 categories. Everything your agency needs in one platform.
Project Management
Organize, track, and deliver projects with powerful tools built for agency workflows.
Kanban & List Views
Visualize work with drag-and-drop Kanban boards or structured list views.
Tickets
Create, assign, and track tickets with rich descriptions, attachments, and comments.
Sprints
Plan and execute work in time-boxed sprints with velocity tracking.
Milestones
Set key deliverables and track progress toward major project goals.
Progress Tracking
Real-time progress bars and completion metrics across all projects.
Team Assignments
Assign tickets to team members with workload visibility and balancing.
Activity Logs
Complete audit trail of every action taken within a project.
Calendar & Scheduling
Month and week views with milestones, deadlines, leave, meetings, holidays, and releases all in one place.
Task Dependencies
Link related tickets and define blocking relationships between tasks.
Priority Levels
Categorize work by urgency with customizable priority levels.
Labels & Tags
Organize and filter tickets with custom labels and color-coded tags.
Client & Account Management
Manage client accounts, contacts, and project associations from a dedicated clients hub.
AI Suite
AI-powered intelligence that automates planning, surfaces insights, and accelerates delivery. Powered by Claude.
Project Memory
AI that remembers every decision, conversation, and context across your projects. Searchable, persistent, and always available.
Sprint Autopilot
Automatically plan sprints based on team velocity, backlog priorities, and capacity. One click to a balanced sprint.
Client AI Assistant
AI-powered assistant in the client portal that answers questions about project status, timelines, and deliverables. Remembers conversation history.
Intelligence Dashboard
AI-generated insights on project health, developer capacity, revenue metrics, and client satisfaction. Predictive deadline analysis.
Code Review
AI-powered code review that analyzes GitHub PRs for quality, security, and architecture issues. Severity-scored findings with line-level suggestions.
Design Audit
Automated Figma design review with accessibility scoring, consistency checks, and component analysis.
AI Chat
Conversational AI grounded in your project data. Ask anything about your projects, tickets, team, or finances.
Standup Summary
Automated daily and weekly standup summaries generated from real team activity. No more status meetings.
Ticket AI
AI that writes ticket descriptions, estimates story points, suggests assignees based on capacity, and auto-applies labels.
Reports AI
Generate comprehensive project reports with AI-written narrative analysis, revenue KPIs, profitability breakdowns, and team utilization metrics.
Editor Config Generator
Generate project context configs for Claude Code, Cursor, Windsurf, and other AI editors. Auto-detects your tech stack.
AI Usage & Quotas
Track AI query usage per feature, monitor token consumption across models (Haiku, Sonnet, Opus), and manage organization-level quotas.
Client Portal
A branded portal where clients track progress, communicate, and approve work — without seeing your internal tools.
Branded Portal
White-label client portal with your logo, colors, and custom domain.
Project Visibility
Give clients controlled visibility into project progress, milestones, and deliverables.
Messaging
Real-time messaging between your team and clients within the portal. No more email threads.
File Sharing
Share deliverables, assets, and documents with clients securely via Vercel Blob storage.
AI Assistant
AI-powered assistant that helps clients find answers about their project without waiting for your team. Remembers conversation history.
Trust Center
Show clients your compliance status, security practices, and certifications in a professional trust page.
Progress Dashboards
Visual dashboards showing project status, task completion, and timeline progress.
Client Requests
Clients can submit requests, feedback, and approvals directly through the portal. Structured collection with status tracking.
Invoice Access
Clients can view and download their invoices directly from the portal.
Messaging & Collaboration
Real-time team communication with channels, threads, reactions, and rich media — built into your project workflow.
Project Channels
Automatic channels per project. Keep conversations contextual and searchable.
Team Channels
Team-wide channels for announcements, standups, and cross-project discussions.
Direct Messages
Private one-on-one conversations between team members.
Threads
Reply to specific messages in threads to keep conversations organized without cluttering the main channel.
Emoji Reactions
React to messages with emojis. Quick acknowledgments without cluttering the conversation.
File Attachments
Share files, images, and documents directly in chat with drag-and-drop upload.
Link Previews
Automatic OpenGraph previews for shared links with title, description, and thumbnail.
Pinned Messages
Pin important messages for easy reference. Keep key decisions and links at the top.
Message Forwarding
Forward messages between channels and conversations to share context across teams.
Real-Time Presence
See who's typing and who's online with real-time presence indicators powered by Pusher.
Smart Notifications
Configurable notification preferences for mentions, DMs, thread replies, and channel invites. In-app and email.
Invoicing & Finance
Create professional invoices, track payments, and manage your agency finances from project to payment.
Invoice Creation & PDF
Create professional invoices with line items and generate polished PDFs in seconds.
Payment Tracking
Track payment status from draft to sent, viewed, paid, or overdue with automatic reminders.
Offers & Quotes
Create project proposals and retainer quotes. One-click conversion from accepted offer to invoice.
Timesheet to Invoice
Convert tracked time directly into invoices. Select time entries, apply rates, and generate an invoice automatically.
Revenue Analytics
Revenue by month, per-client profitability, quarterly trends, and year-over-year comparisons.
Expense Management
Log expenses by category (software, hardware, travel, office, hosting, freelancer), attach receipts, and track approval status.
Financial Reports
AI-generated financial reports with revenue KPIs, project profitability, and team utilization breakdowns.
Multi-Currency
Invoice clients in their local currency with automatic exchange rates.
Payment Reminders
Automated email reminders via SendGrid for upcoming and overdue payments.
Time Tracking
Track time across projects, calculate billable hours, and plan team capacity.
Per-Project Time Entries
Log time against specific projects and tickets with one-click timers.
Weekly Timesheet
See your team's time allocation across the week in a grid view. Filter by project, member, or date range.
Rate Calculations
Automatic cost calculations based on team member hourly rates. Feeds directly into invoicing.
Capacity Planning
Plan team availability and prevent over-allocation across projects.
Billable Hours
Distinguish between billable and non-billable time for accurate client invoicing.
Timesheet Approval
Review and approve team timesheets before invoicing clients.
Timesheet Reports
Detailed time reports by project, team member, or date range. Export for payroll or client billing.
Team Management
Manage your team with roles, permissions, workload tracking, leave management, and performance insights.
Roles & Permissions
Role-based access control with Admin, Employee, and Client roles. Granular permission sets per feature.
Team Invites
Invite team members via email with role assignment, token-based verification, and onboarding flows.
Team Profiles
Rich team member profiles with skills, availability, project history, and performance metrics.
Workload Tracking
Visualize team workload distribution and identify bottlenecks before they become problems.
Leave Management
Annual leave, sick days, and personal days with balance tracking, approval workflows, team calendar view, and holiday calendar.
Onboarding Flow
Guided onboarding for new organizations and team members. Set up your workspace step by step.
Performance Metrics
Track velocity, completion rates, and contribution metrics per team member.
Knowledge Base
Internal wiki for your agency. Document processes, onboarding guides, and institutional knowledge in one searchable place.
Articles & Documentation
Create rich-text articles with formatting, code blocks, and embedded media. Your agency's single source of truth.
Categories
Organize knowledge into categories: Engineering, Design, Processes, Client Guides, Templates, and Onboarding.
AI-Powered Search
Find answers instantly with AI-powered semantic search across all your documentation.
Author & Version Tracking
See who wrote what and when. Track article updates and maintain accountability.
Compliance & Security
Stay compliant with document management, audit trails, security monitoring, and immutable event logging.
Document Management
Store and manage compliance documents with version control, access tracking, and file upload via Vercel Blob.
Expiry Tracking
Automatic alerts for expiring documents, licenses, and certifications.
Compliance Scoring
Real-time compliance score based on document status and policy adherence.
Immutable Audit Trail
Every action logged with user attribution, timestamps, and categorization (ticket, project, finance, compliance, code, design). Cannot be modified or deleted.
Security Event Monitoring
Real-time logging of login attempts, password changes, role modifications, and suspicious activity with severity levels and IP tracking.
Data Retention Policies
Configurable data retention policies with automatic cleanup. Immutable security logs preserved separately.
API Request Logging
Every API request logged with method, path, status code, duration, and user attribution.
Access Logs
Detailed logs of who accessed what data and when, with IP address and user agent tracking.
Integrations & Developer Tools
Connect BetaFlow with your tools, build custom integrations, and use BetaFlow from your IDE.
GitHub App
Install the BetaFlow GitHub App to auto-update ticket status from commits and PRs. Webhook-based with commit linking.
Figma Integration
OAuth-based Figma integration. Link design files to projects and run AI-powered design audits with accessibility scoring.
MCP Server
Full Model Context Protocol server with 14 tools, 5 resources, and 3 prompts. Works with Claude Code, Cursor, and Windsurf.
API Key Management
Generate scoped API keys with granular permissions (read/write projects, tickets, time, reviews). Expiration and usage tracking.
REST API
Full REST API for building custom integrations and automations. Authenticated with API keys.
Webhooks
Send event data to external services when actions occur in BetaFlow. Configurable event types and retry policies.
SendGrid Email
Transactional emails for invoices, notifications, invites, and client communications via SendGrid.
Pusher Real-Time
Real-time updates for messaging, typing indicators, notifications, and live collaboration.
Calendar Sync
Sync deadlines, milestones, and leave with Google Calendar and Outlook.
Editor Configs
Auto-generate project context files for Claude Code, Cursor, Windsurf, and VS Code. Detects your tech stack.
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