Nine modules an agency actually needs — nothing it doesn’t.
Every one of them is on every paid plan. No module is held back for a higher tier.
Clients & projects, in a real hierarchy
Every client owns its projects, every project owns its tasks. Filter, search and report at any level without exporting to a spreadsheet to make sense of it.
A client ticket desk that bills itself
Clients raise tickets by email or a shared intake link — no account needed. Each one lands as real work with a status, an owner and a timer, and the hours flow to the next invoice like anything else.
Time that turns straight into budget and billing
A timer or a manual entry, tagged to a task, rolls into that project’s budget burn immediately — and sits ready to invoice, never re-entered.
Estimates that become the invoice, not a rewrite of it
Send a branded, e-signable estimate. Once it’s accepted, convert it into a project with the same line items already seeded — and bill against them later, alongside any ticket hours, with one click.
Documentation that lives with the client it’s about
Briefs, SOPs, hosting notes, handover docs. Written in Chapsi, attached to the client or project they belong to, versioned, and shareable with the client when you want them to see it.
A credential vault that knows which client it belongs to
Hosting logins, API keys and CMS access, encrypted at rest and granted per person. When a contractor leaves, you revoke their access in one place — not by remembering which of forty shared logins they saw.
Team chat, one click from the work it’s about
Channels, threads, mentions and file sharing — the parts of Slack your team actually uses, without a second subscription and without the context living in a different app from the task.
Also included on every plan
Client portal, free logins
Clients see the projects, tickets, documents and invoices you share — and nothing else. They never count as a seat.
Roles & permissions
Contractors see only their own projects; the vault, invoices and budgets stay owner-only unless you say otherwise.
Reminders that fire themselves
Overdue invoices, stale tickets and unbilled hours surface on their own — nobody has to remember to check.
MCP connector — bring your own AI assistant
LIVE, NOT A ROADMAP ITEMChapsi runs a remote MCP server, so Claude — or any MCP-compatible assistant — can read your clients, tickets, projects and invoices and draft or update them, under the same permissions that person already has. No client emails, no vault access, no deletes.
All nine modules, on every paid plan
From $82/month flat. Set up a workspace free and put a real project through it end to end.