Features

POLCA is built so the work that runs your business lives in one place — not across disconnected tools.

  • Customers & CRM

    Companies, contacts, and activity history share one record so you always know who you work with and what happened last.

  • Projects & tasks

    Plan delivery with projects, tasks, boards, and calendar views that stay in sync with the same underlying work.

  • Documents

    Store briefs and files next to the projects and customers they belong to, ready for search and AI retrieval.

  • Finance

    Quotes, invoices, and expenses connect to the same clients and projects that produced them.

  • AI Workspace

    Ask in plain language using live workspace context. POLCA proposes actions you can approve — nothing writes until you confirm.

  • Automation & connectors

    React to workspace changes and extend capability without rebuilding your stack from scratch.