FAQ
What is Projecto?
Projecto is an all-in-one workspace that brings project management, a sales CRM, a lead finder, email marketing, and a live revenue dashboard into a single app. Every part shares the same contacts and the same data, so your team plans work, fills the pipeline, sends campaigns, and tracks the numbers from one screen.
How does Projecto find and capture leads?
The built-in Lead Finder surfaces new prospects from a keyword or a target website and adds the matches straight to your CRM. A one-keystroke capture tool called the Projecto Helper pulls a name, title, company, email, and phone from anything you highlight on your PC, and inbox scanning imports the people you have already been emailing. Smart duplicate detection keeps the same contact from landing twice.
Can I keep my data private or run Projecto on my own server?
Yes. Projecto runs as a managed subscription on MT Labs servers, or as an Enterprise deployment on your own infrastructure. On your own server you can run a local AI model such as Mistral, Qwen, or Gemma, so contacts and copy never leave your network. Keys stay server-side, role-based access limits who sees each board, and a full export is a single file you can take with you at any time.
Does Projecto include email marketing?
Yes. A drag-and-drop campaign builder lives inside the app, so your CRM is also your mailing list. Compose with visual blocks, let the AI draft the body and suggest subject lines, personalise each email, and send straight to any CRM board. Every email includes click tracking, a plain-text version, and one-click unsubscribe with a global opt-out list.
What kinds of work can I manage in Projecto?
You can run project management, a sales pipeline, tasks, sprint planning, goals and OKRs, or a hiring tracker on the same engine. See any board four ways, as a board, table, gallery, or calendar, and use eighteen field types to fit the work. Every card opens into a full document with rich text, checklists, comments, and attachments.
How do I get Projecto for my team?
Get in touch and we will set everything up for you, whether you want a managed subscription or a private deployment on your own server.






