Projekta brings your clients, projects, finance, and documents into a single AI-native workspace. Draft content and replies, track projects on a Kanban board, send compliant invoices, and ask questions across everything you've stored — AI drafts, you approve.
AI Studio
Generate on-brand content, replies, and drafts from templates; you edit and approve before anything goes out.
Clients & profitability (CRM)
Every client with notes, history, and profitability — so you know which work actually pays.
Projects on a Kanban board
Plan, assign, and move work across Board / List / Approvals / Done, with AI-drafted tasks.
Finance & invoicing
Quotes, proformas, recurring invoices, and time tracking, with compliant PDFs.
Ask across everything
Upload documents and ask questions across CRM, finance, and files — answers cite their source.
Approvals, automations & client portal
Route approvals, automate routine steps, and give clients a clean read-only portal.
Tech stack
- Next.js
- PostgreSQL
- AI Studio
- RAG documents
- Client portal
- Automations
How it works
From scattered tools to one workspace.
AI drafts; you stay in control.
- 01
Bring your work in
Add clients, projects, and documents — or import as you go.
- 02
Let AI draft
Content, replies, tasks, and document answers are drafted for you.
- 03
Approve & deliver
You review and approve; invoices, approvals, and the client portal handle the rest.
Built for
Made for agency teams.
Whether you're three people or thirty, Projekta fits how agencies actually work.
Digital & creative agencies
Run clients, content, and delivery in one place.
Studios & consultancies
Track profitability per client and keep projects moving.
Small teams & freelancers
Look enterprise-grade without the enterprise overhead.
FAQ
Frequently asked questions
Will the AI go off and send things on its own?
No. The AI only drafts — content, replies, tasks and document answers — and every output is reviewed and approved by your team before it goes anywhere.
Is my data safe?
You get AI policy controls, prompt redaction before any cloud call, audit logs and GDPR export and erasure. Teams that prefer it can run the AI locally on their own hardware.
Is this another tool we have to migrate onto?
Bring your work in as you go — there's no big-bang migration. One workspace covers clients, projects, finance and documents, replacing several subscriptions.
Have a project in mind?
Tell us what you want to build. We respond within one business day.