# BlueHill Features

> Every feature in BlueHill — what it does, who it's for, and the workflow it replaces.

## Customer record (first-class data model)

Every email, call, note, task, file, form submission, and time entry attaches to a customer object. The customer record is the system of truth for everything you do with that account.

## Onboarding templates with relative-date scheduling

Build a 30-day onboarding plan once. Clone it to a new customer with one click. Day 1, Day 3, Day 7, Day 14, Day 30 auto-schedule against the customer's start date.

Replaces: cloned Monday/ClickUp boards that need manual date adjustment.

## Multi-view project boards

Kanban, Gantt, and Table views of the same data. Switch with one click. Each view exposes the same tasks, owners, and statuses — pick the view your team prefers.

Replaces: separate Kanban + separate Gantt tools.

## Native Gmail / Outlook integration

Connect your inbox once. Every customer email lives on the customer's interaction timeline automatically — no manual logging, no Zapier glue.

Replaces: tab-switching between Gmail and your PM tool.

## Interaction timeline

Chronological history of every email, call, note, task, form submission, and document for a customer. CSMs and support agents have full context on the first click of a customer record.

Replaces: digging through email threads and Slack DMs.

## Branded customer portal

Every customer gets a portal login at your subdomain (e.g. portal.youragency.com). They see only the tasks, documents, forms, and status you've shared with them. Mobile-responsive.

Replaces: third-party portal vendors and public share links.

## Time tracking with invoice export

Stopwatch on every interaction. Categorize as billable/internal automatically. Weekly time sheets. Export to QuickBooks for invoicing.

Replaces: Toggl + Harvest + spreadsheet + manual invoice prep.

## Internal notes (customer-invisible)

A discussion layer parallel to customer-facing communication. Internal notes never appear on the customer portal or in customer-bound emails.

Replaces: private Slack DMs that lose the customer context.

## Role-based access (6 tiers)

- Owner — full access
- Admin — everything except billing
- Member — assigned customers only
- Contractor — limited customer view
- Portal user — their company's data only
- Read-only — view but can't edit

## Status reports

This week vs last week, per project. Visible to everyone on the team. Drives Monday standups and customer QBR prep.

## Form builder

Drag-and-drop forms with 20+ field types. Embed in your portal or send by link. Submissions auto-create tasks and attach to the customer record.

## Reports and analytics

Throughput, cycle time, billable utilization, onboarding completion, ticket volume, SLA attainment, CSAT/NPS — by team, by customer, by segment.

## Automations

Rule-based: when a task moves to Done, notify the customer; when a form is submitted, create an onboarding board; when a status changes to At Risk, alert the owner.

## Integrations

Native: Gmail, Outlook, Slack, Google Drive, OneDrive, QuickBooks. Plus REST API and webhooks. Zapier as a fallback.

## Security

SSO + SAML, audit logs, role-based access, encryption at rest (AES-256) and in transit (TLS 1.3), SOC 2 Type II audit (Enterprise), data export at any time.

## Mobile

iOS and Android apps for time tracking, task updates, customer portal, and comments.

## Get started

- Free trial: https://app.usebluehill.com/sign-up
- Book a demo: https://cal.com/himanshu-minocha/bluehill-intro
- See comparisons: https://www.usebluehill.com/compare