Storm Project

The work that follows the win, on the record it came from

A closed deal becomes a project that already knows the account, the people and what was promised. You get boards, lists and calendars for the work, and a brief that reads your own contracts and transcripts so it stays current without anybody maintaining it.

A separate offering, included with your plan for a year.

No credit card to start · 30-day trial · Live and customized in 15 minutes

Projects

Client work and internal work, side by side and clearly labeled

Client work hangs off the account it belongs to, so the project, the deal and the invoice all read as one relationship. Internal work gets its own label, and the wall of projects shows progress and health for all of it at a glance.

Kick off straight from a won deal, carrying the account and the stakeholders
Progress counted from the tasks themselves, so the number stays believable
A health dot per project, so a list of twelve is still readable
Every client project reachable from the company record it serves

The projects wall with nine cards and a 9 total count, among them Northwind Robotics security review, Hiring: first account executive, Coastal Analytics renewal, Harborlight diligence pack and Meridian Labs onboarding, each showing status, health, the deal or account it serves or an Internal label, the latest update, a progress bar and its due date — Nine projects on the wall, client work labeled with the deal or account it serves and internal work labeled Internal. The Coastal Analytics renewal is off track with one task overdue, the Harborlight diligence pack is at risk with another, and Meridian Labs onboarding is 4 of 16 done and on track, with a due date and a progress bar on every card.

Boards, briefs and status

The board, the brief and the latest word are one project

Columns you name and color, tasks with dependencies and due dates, and a status update right in the project header, so anyone who opens it knows where it stands before they read a card. A Context tab keeps a brief written from what the project has actually read, and it keeps up as you add contracts and call transcripts.

Update status is one tap in the header: on track or not, and a line on why
The latest update shows on the project, with the last five a tap away
Add a contract, a transcript or a note and the project context compounds
Board, list or calendar per project, whichever fits the work

The Meridian Labs onboarding project on its Board tab, marked Active and On track and due November 9 with 4 of 16 tasks done, a status update in the header reading SSO is live and both sites are trained, data review is Thursday, an Update status button, and five columns from To Do to Done holding task cards with dates, priorities and progress bars — Meridian Labs onboarding, on track with 4 of its 16 tasks done. The status update in the header says SSO is live, both sites are trained and the data review is Thursday, and the board below runs from five tasks in To Do to four in Done, with the SSO domain task waiting on Meridian IT.

The calendar

When the date matters more than the stage, switch the view

The same tasks appear on a month view, so deadlines and deliverables sit where you expect them, and anything late is flagged where you cannot miss it.

One click between list, board and calendar, per project
Late work flagged in red, right on the day it was due
Due dates set in plain language when you add the task
The month view reads well on a phone, like the rest of the app

The Meridian Labs onboarding project on its Calendar tab for October 2026, the finished kickoff call struck through on September 30, the contact export on today's date at 90 percent, three tasks on Monday the 5th, one a day through the 8th with their percent complete, and the training session booked on the 12th and run on the 19th — The same project by date. The kickoff call on September 30 is done and struck through, the contact export due today is 90 percent along, three more land on Monday the 5th, and the training deck, the attendee list and the weekly status email follow, each showing how far along it is, with the training session itself on the 19th.

Tasks

One list of what is actually yours

Every task in one place, whatever it hangs off: a person, a company, a deal or a project board. Overdue, today, this week and later, on your own day rather than a server somewhere. The On-Task Agent keeps the same answer current and can mail it to you each morning.

Project tasks and follow-ups arrive in the same list, on the same day view
Mine, the team, or everything, from the same three views
Overdue and today separated, because they call for different mornings
Check off anything from the list; a project task still opens on its board

The Tasks screen in three groups, Overdue with 4 tasks, Today with 4 and This week with 37, each task tagged with what it belongs to and dated on the right — Four overdue, four due today, thirty-seven this week, in three groups so the morning starts with the right one. Each task carries what it belongs to, so the revised order form for Meridian sits under Ava Chen and the renewal numbers under the Coastal Analytics renewal.

The rest of Storm OS

Your customers, your work, and your money in one place

Every part below works from the same relationships, so the deal you win becomes the project you deliver, the invoice you send, and the customer you keep, without re-entering any of it.

Storm Eye

Every relationship you have

Customers, investors and partners in one graph, the deals that move them, the proposals they sign, and the private rooms you share with them.

See Storm Eye

Storm FinanceBeta

Get paid for it

Invoices raised off the deal that promised them, sent in your name with replies coming to you, paid by card or however you already get paid.

See Storm Finance

Storm MarketingBeta

Reach them again

Email designed and sent from your own domain to segments that build themselves, with every open and click landing on the records your deals live on.

See Storm Marketing

Storm Service

After the invoice clears

The support side of the relationship, in the same place as the deal, the project and the invoice. Licensed separately, arriving in November with a first group of beta customers.

What it will do

A separate offering, included at no additional cost for early access members for at least a year. The whole platform