Leads don't belong in chat.
Capture every opportunity, know exactly when to follow up, and send proposals fast enough to beat the competition.
Visual pipeline
Drag leads through stages from New to Won. Stop losing deals just because you forgot where they were in the process.
AI follow-up suggestions
Our AI reads your interaction history and suggests the exact next action and timing. Never guess your next move.
AI proposals
Generate a structured, beautiful proposal from your lead notes in a single pass. Edit lightly, send with a click.
From close to done.
Execute projects smoothly, keep clients in the loop automatically, and get paid faster without the administrative headache.
Projects & tasks
Board or list view. Assign tasks, set due dates, and track progress from Not Started to Done.
Client portal
Each project gets a token-based portal. Clients see tasks, invoices, and a booking link — no login required.
Billing & payments
Create invoices, email them, and collect payments via Stripe Checkout. Track outstanding vs. collected effortlessly.
Connects to your stack.
Built on a developer-friendly foundation. Automate workflows, sync with external tools, and keep your data secure.
Slack notifications
Get lead, proposal, and payment pings directly in a Slack channel. Keep your team in the loop with zero effort.
Outbound webhooks
POST signed JSON to your endpoint when events fire. Automatically retries 3x if your server is unreachable.
Audit logs & API keys
Generate API keys for custom scripts. Every action in the workspace is securely logged with granular role permissions.