01
Know what’s due. See what’s done.
Keep monthly deliverables beside the scope, commitments and meeting cadence. Give every client conversation a clear picture of progress.
PROJECT MANAGEMENT FOR AGENCIES & TEAMS
Deliverables, assets,
and access.
All in one place.
Your client work deserves a shared home. Bring delivery progress, website credentials, brand assets and your team together in one igeo.ai workspace.
Resources in reach Your team, together SOC 2 compliant
Interactive preview · Example data
Northstar Studio
Managednorthstar.exampleLead: Avery Lane
Logins4in this vault
Needs work1expiry or owner check
Sealed1owner access only
Engagement
Managed projectEvery promise, in view.
Monthly delivery scope for the Northstar team.
- Retainer
- £8,500 / month
- Term
- 12 months
- Renewal
- 60 days notice
- Client owner
- Avery Lane
Monthly deliverables
2 of 4 completeUse + and − to try updating delivery progress.
SEO articles3 / 4
Social posts9 / 12
UGC videos2 / 2
Technical audits1 / 1
Meeting cadence
TUE10:30 UTCWeekly
- Length
- 45 minutes
- Attendees
- Client + delivery team
- Reporting
- Monthly performance review
Promised in the agreement
Client & project details
- Primary contact
- Avery Lane
- [email protected]
- Billing
- Monthly · Net 30
- Creator usage rights
- 12 months · paid + organic
Make yourself at home. Choose a tab and try the controls.
LESS SEARCHING. MORE PROGRESS.
From the brief
to the handoff.
The scope in one message. The assets in another folder. The login with someone else. Give your team one place to pick up the work and move it forward.
02
The right file, right where you work.
Bring brand guidelines, photography, agreements and reports into the project. Give your team a shared place to find the resources behind the work.
03
Keep website access close at hand.
Organize CMS, social, analytics and marketing credentials alongside domain records and renewal dates. Spend less time asking who has the login.
04
Bring the team in. Stay in control.
Set vault access for project members, choose the credential categories they need, and follow recorded activity in the access log.
CONTROL BUILT INTO THE WORKSPACE
Shared with your team.
Protected by design.
SOC 2 compliantEncrypted credentials and files
Credential secrets and stored file contents are protected with AES-256-GCM encryption.
Access with clear boundaries
Project membership and vault permissions determine who can access resources. Keep sensitive credentials restricted to the owner.
A record of credential access
Revealing a credential requires a reason. See who accessed it, when, and why in the project’s access log.
A FEW THINGS TO KNOW
A clearer way
to work together.
See how Project Management fits your agency, your clients and your everyday work.
Talk to the teamWho is Project Management built for?
Agencies and project managers coordinating client work in igeo.ai. Keep the engagement, monthly deliverables, meeting cadence, website access and brand resources together in the project workspace.
What can I keep in a project?
Project and company details, engagement terms, delivery progress, credentials, domain records and categorized brand assets. Files can include brand guidelines, photography, agreements and reports, with a maximum of 4 MiB per file.
Can I control what each teammate can access?
Yes. Team access lets you manage vault rights for existing project members, including access to selected credential categories. Owners and administrators retain their standard access, while owner-only credentials have separate restrictions.
How are credentials and files protected?
igeo.ai is SOC 2 compliant. Credential secrets and stored file contents use AES-256-GCM encryption. Project membership and vault permissions control access, and credential reveals require a reason and create an access-log entry.
Is this dashboard connected to a real account?
This interactive preview uses fictional example data. Explore the tabs, update delivery progress and try team permissions. Preview changes last only while you stay on this page; Reset preview restores the examples. Book a demo to see how Project Management fits your team.
YOUR NEXT PROJECT STARTS HERE
Bring the work together.
Give your team room to deliver.
One workspace for the details, resources and people behind every client project.