Pipeline and accounts
Keep every commercial conversation connected to the delivery record.
- Accounts and contacts
- Opportunity stages
- Proposals and scope context
- Sales-to-delivery handoff
Software agency workspace
Run the agency from pipeline to margin.
Connect sales, scoping, delivery, capacity, communication, time, and commercial performance in one controlled operating workspace.
Software agenciesDevFathom workspace
Active projects18
Portfolio risk3
Capacity82%
Forecast margin31%
Available
Win with contextKeep the opportunity, proposal, scope, and client history together.
Deliver with ownershipSee every project, dependency, approval, and accountable owner.
Plan capacityMatch upcoming work to real team availability before delivery breaks.
Protect marginConnect scope, time, delivery changes, and commercial performance.
Workspace capabilities
Built around the work this business actually runs.
The core platform stays coherent, while the operational objects, workflows, language, and controls match software agencies work.
Project delivery
Run execution without separating the plan from the evidence.
- Projects and milestones
- Dependencies and risks
- Tasks and approvals
- Client-facing status
Capacity and staffing
See the commitments already consuming the team before taking on more.
- Team availability
- Concurrent commitments
- Role coverage
- Over-allocation signals
Client meetings
Keep decisions, notes, actions, and attendance linked to the right account and project.
- Agendas and notes
- Action ownership
- Decision history
- Meeting-to-work context
Time and commercial control
Understand the financial effect of delivery behavior.
- Time and actuals
- Margin visibility
- Change context
- Billing and close support
Ask Fathom
Ask what is at risk and review the operational records behind the answer.
- Cross-project questions
- Source-linked answers
- Suggested next steps
- Human approval
Operating flow
From signal to accountable action.
The point is not to collect more data. It is to make the current state, next action, owner, and proof visible at the moment the work moves.
Capture the opportunity
Keep the client, need, commercial context, and proposed scope together.
Commit the work
Create the project, team, plan, assumptions, and approval path.
Run and review
Track dependencies, capacity, evidence, changes, and client decisions.
Close with the numbers
Connect delivery outcomes to time, margin, billing, and lessons learned.
Questions
What teams need to know.
Is this just project management?
No. Project delivery is one part of the operating record. DevFathom connects it to CRM, client communication, people, capacity, finance, meetings, and contextual AI.
Does Fathom change project plans automatically?
Not by default. Fathom can surface risk and suggest a next step, but changes that affect delivery stay visible and reviewable by the responsible person.
Can DevFathom replace every tool at once?
That is usually the wrong implementation strategy. Start with the highest-friction operating break, then replace or integrate the rest deliberately.
Software agencies
See how the workspace maps to your operation.
Walk through your current stack, handoffs, and control gaps. We will show what belongs in DevFathom and what should stay integrated.