A: Hey there, thanks for the thoughtful rundown!

[One-stop view]
Yep. Messages, tasks, files, and status changes for every client roll into a single board, so you’re never bouncing between screens.

[One login for clients]
Clients keep one user account and can hop between as many customers/projects, invoices, and conversations as you invite them to.

• Milestones → billing / status
Now really sure to understand what you mean by that? Can you clarify?

[Calculated fields]
Not available today. A simple formula builder (think Profit = Revenue – Expenses) is planned and has been raised already, just no public ETA.

[Pabbly integration]
You can connect via generic webhooks right now. A native Pabbly connector can be in the work if the demand arise!

[Analytics you get today]
- Monthly Recurring Revenue (MRR)
- Tasks created vs. tasks completed
- Number of customers with paused subscriptions

Coming soon: gross volume and customer LTV.

[Financial visibility]
Revenue per project/client is note yet covered, but will be as soon as we will be able to create detailed reports based on tasks properties (you'll be able to attach any type of values and to reports from that)

But this is unfortunately not the highest priority right now.

[CRM & automation focus]
Orchestra’s priority is giving you a rock-solid client portal and workflow engine first. Deeper CRM features will build on that foundation later.

As soon as we feel the above is nailed, only then we will be focusing on improving the CRM part (which I agree is really important)

Hope that helps! Let me know if there’s anything else I can clear up.