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Platform

Deep dives into every part of Vantage.

Companies & Contacts

Manage companies, contacts, and relationship health

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Projects

Create and manage projects with budgets and milestones

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Tickets

Track support requests, bugs, and tasks

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Time Tracking

Log time, manage timesheets, and track utilization

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Invoicing

Generate invoices, handle retainers, collect payments

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Retainers & Agreements

Recurring contracts, included hours, and overages

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Capacity Planning

Plan team allocations and utilization

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Company Health

Spot at-risk companies before they churn

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Team & Permissions

Roles, permissions, and team management

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Reporting

Dashboards for utilization, profitability, and more

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