User Guide

Keep track of everyone your business interacts with. Store emails, phone numbers, and notes. Link contacts to deals and projects for a 360-degree view.

The AI Co-pilot understands natural language. "Add expense lunch $25", "Create invoice for John Doe $1000 due tomorrow". It extracts information and creates the record automatically.

Create professional invoices, send quotes, and track business expenses. Monitor your revenue and cash flow with a simple, powerful dashboard.

Track your work with kanban boards. Create tasks, assign them to team members, and move them through stages to stay organized.

Save time by automating repetitive tasks. Set up triggers like "send an email when a deal is closed" to keep your business moving faster.