AI
AI Co-pilot
Type a command, get results. Create invoices, projects, contacts, and tasks with plain English.
- Talk to your CRM
- Bulk item creation
- Smart data extraction
- Multi-model AI
Features
Every tool your
team needs
One platform for CRM, projects, invoicing, scheduling, and AI. No tool juggling.
CRM
Contacts
360° view of every contact — interaction history, linked companies, deals, and activity timelines.
- Activity timeline
- Custom fields
- Bulk import
- Deal links
CRM
Companies
Manage accounts, map contacts to organisations, and track deals at the company level.
- Account management
- Contact mapping
- Deal association
- Org insights
Sales
Deals & Pipeline
Drag-and-drop pipeline with custom stages. Close more revenue, faster.
- Visual pipeline
- Custom stages
- Deal scoring
- Win/loss tracking
Projects
Projects
Manage client work and internal projects with tasks, deadlines, and team assignments — linked to your CRM.
- Task assignments
- Progress tracking
- Team collaboration
- CRM-linked
Projects
Tasks
Personal and team task lists with priorities, due dates, and project associations.
- Priority levels
- Due date reminders
- Project links
- Team assignment
Projects
Kanban Board
Flexible drag-and-drop board with custom columns for any workflow.
- Custom columns
- Drag & drop
- Card labels
- Quick creation
Finance
Invoices & Quotes
Professional invoices and quotes in seconds. Accept Stripe payments online and track every transaction.
- PDF generation
- Stripe payments
- Quote → Invoice
- Payment status
Finance
Expenses
Track all business expenses with category tags and get a real-time cash flow view.
- Expense categories
- Cash flow view
- Receipt tracking
- Budget reports
Analytics
Reports
Sales performance, pipeline health, and revenue forecasts in real-time dashboards.
- Revenue forecasting
- Pipeline analytics
- Team performance
- Custom reports
Productivity
Scheduling
Replace Calendly. Public booking pages that auto-sync meetings into your CRM pipeline.
- Public booking links
- Custom availability
- Meeting types
- CRM auto-sync
Productivity
Time & Attendance
Clock in/out, track breaks, manage team hours, and export branded PDF timesheets.
- Clock in / out
- Break tracking
- Team attendance
- PDF timesheets
Automation
Workflow Automation
Build multi-step automations with triggers, conditions, and webhook actions. Set it once — runs forever.
- Trigger-based actions
- Multi-step logic
- Automated outreach
- Integrations
Productivity
Notebooks
Rich-text notes for meetings and briefs, linked to contacts, deals, or projects.
- Rich-text editor
- Deal/contact links
- Team sharing
- Quick capture
CRM
Activity Feed
A live log of everything across your CRM — calls, notes, emails, and deal changes.
- Live activity log
- Filter by type
- Team visibility
- Contact/deal linked
Insights
Proactive Insights
Smart alerts for overdue tasks, high-value leads going cold, and revenue opportunities — before you ask.
- Daily digests
- Urgent alerts
- Early issue detection
- Revenue tips