Features

Built to remove busywork

Every tool a client business needs, connected so work flows from first hello to final payment.

A CRM that keeps itself tidy

Every email, call, file and invoice lands on the client's timeline automatically.

  • Visual deal pipeline
  • Smart duplicate detection
  • Custom fields & tags
A CRM that keeps itself tidy

Invoices that get paid

Branded invoices, recurring billing and online payments with automatic reminders.

  • Cards, ACH, Apple Pay
  • Late-payment nudges
  • QuickBooks sync
Invoices that get paid

Automations without code

Trigger follow-ups, onboarding checklists and tasks from any event.

  • 50+ ready templates
  • AI follow-up drafts
  • Team task routing
Automations without code

Reports you'll actually read

Revenue, pipeline health and workload in one live dashboard.

  • Forecasting
  • Profit per client
  • Exportable reports
Reports you'll actually read

Spend less time on admin. More on clients.

Start your 14-day free trial. No credit card required — cancel anytime.

Start Free TrialBook a Demo