Product
Every module your business needs, sharing one set of records
Customers, projects, tasks, documents, invoices and AI. Each module is useful alone and better together, because they all read and write the same records.
CRM & Customers
Track inquiries, contacts, companies and conversations in one place, and see every project, document and invoice connected to each customer.
Explore CRMProjects
Create a project from an accepted quotation, plan milestones, track time and budget, and bill from the same place.
Explore ProjectsTasks
Every task belongs to a customer, project or document, so people always know why the work matters and what comes next.
Explore TasksDocuments & Quotations
Draft quotations and proposals from templates, send them for acceptance, and keep every file connected to the customer and project it belongs to.
Explore DocumentsInvoicing
Raise invoices from milestones, time or quotations, send them, and track what is paid, due and overdue, all tied to the customer record.
Explore InvoicesAI Assistant
Ask questions about your customers, projects and invoices, draft follow-ups and summaries, and let it propose next actions, all grounded in your workspace data and your permissions.
Explore AIAutomation
Rules that move work forward: create a project when a quote is accepted, remind the owner when a lead goes quiet, draft an invoice when a milestone completes.
Explore AutomationHow they connect
One record, many views
A customer record shows its projects, documents and invoices. A project shows its tasks and budget. An invoice shows the milestone it bills. Nothing is copied between modules, so nothing drifts out of date.
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
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