What are projects?

Projects are the parts of your app in the left menu: your CRM, your Website and your Customers help center. They all share the same customers and data.

Updated October 22, 2026

Projects are the parts of your app, listed under Projects in the left menu of your workspace: your CRM, your Website and, if you add it, your Customers help center. They all use the same customers, jobs and data.

Also called: parts of my app, sections, CRM, website, help center, projets, site web, centre d'aide

What each project is

CRM: the app your team signs in to, with your customers, quotes, schedule, jobs and invoices. It lives at /app on your address.
Website: your public site, where customers find you and book. It lives at your main address.
Customers help center: answers your customers read on your website, at /help.

Each project has its own chat. When you click a project, the chat and the preview switch to it, so the changes you ask for land in the right place.

Step 1: Open a project

In the left menu, under Projects, click the one you want to work on. On a phone, the projects show as a row of buttons above the chat.

Click: Projects › Website

Step 2: Add a project

Click New project at the bottom of the list. The window says: "Everything you add uses the same customers, jobs and data as your CRM." Click Add beside the project you want. It only shows the ones you don't have yet.

Click: New project › Add

Good to know

One set of data. A customer who asks for a quote on your website shows up in your CRM right away. Nothing needs to be copied.
One Publish. Publish puts live the changes in all your projects at once.
Building… beside a project means Alori is working on it right now. Your other requests start right after.

If it doesn't work

The Website or Customers help center isn't in the menu. You skipped it or haven't turned it on yet. Click New project, then Add beside it.
"Working on your …" shows in the chat. Alori is busy on another project. Your request starts right after it finishes.