Prospects CRM
Track every lead through a visual pipeline, scored hot to cold — from your website, Instagram, or added by hand.
Everything, in one place
Everything it takes to run the work — and the business
From the first lead to the paid invoice, and the numbers behind it, every part of the job lives in one place.
Win new business
06AI outreach
Draft multi-step email sequences with AI and send them from your own inbox. Follow-ups on autopilot.
Gmail & Instagram
Auto-log emails with prospects and turn Instagram DMs to your business into leads automatically.
Referrals
Give every customer a personal referral link and reward the ones who bring you new business.
Your public page
Every company gets a shareable page at its own address — send clients your page, not a generic link.
QR sign-up
Print a code on a poster, a card, or a window and let people join your business by scanning it.
Close the deal
03Quotes
Send itemized quotes your client approves online — then turn an approved quote into an invoice in one click.
Contracts & e-signature
Compose from a reusable template with merge fields, or upload your own. Your client signs online, and the evidence — IP, timestamp, device — is captured with it.
Project templates
Blueprint the work you always do — its tasks, its dependencies, and the files you still owe — and start every project from it.
Deliver great work
06Appointments
Schedule, remind, and keep every visit organized across your whole team.
Tasks & timeline
Assign work, track it to done, and see the whole team’s schedule on a Gantt-style timeline.
Projects
Group the work into named engagements, each with its own tasks, files, and library shared with the client.
Messaging
Keep every conversation with a customer in one shared, searchable thread.
Support tickets
A shared helpdesk queue so no customer question slips through the cracks.
Files & library
Share files with a customer, keep an internal-only library, and track every version with approve-or-reject review.
Get paid
06Invoices & portal
Send an invoice and your client opens it in their own portal — where they also approve quotes, sign, and open tickets.
Card payments
Clients pay by card in a tap and the money lands in your own account — from the portal, their phone, or a link with no account at all.
CFDI 4.0 for Mexico
Mexican companies issue their invoices as stamped CFDI 4.0 — RFC, uso de CFDI, taxes per concepto, SAT cancellation, and the REP for every payment.
Retainers
Set up recurring retainers with covered hours and automatic period billing.
Time tracking
Log billable hours against any task and roll them straight into invoices.
Expenses & bills
Log spend with the receipt, run it past an approver, and rebill it to the client — plus vendor bills charged to the account they were for.
Know your numbers
03Financial overview
One page that tells you in a sentence whether the company made money this period — and why.
Account profitability
Sort clients by what they actually leave you, and watch hours used against hours available on every account.
Budgets & goals
Set what each department plans to spend and what the company means to hit, then watch the real numbers land against it.
Run your team
04Compete
Turn verified work into streaks, badges, and a live leaderboard — with bonuses a decider approves and your own payroll pays.
Automations
When something happens, run what should happen next. An automation adds and informs — it never decides, never approves, never destroys, and never moves money.
Departments & org chart
Group the roster, scope who sees what, and attribute every cost to the team that spent it.
Quick-find
⌘K from anywhere finds any client, invoice, contract, or task — and jumps to any page.