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, chain the steps that have to happen in order, 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 queue for customer questions, so none of them 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
06Financial 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
Plan the year by department, set what each one means to spend and hit, review it each quarter, and watch the real numbers land against it.
Statistics
Daily trend lines for tasks, hours and projects, so you can see the shape of a month while it is still happening.
Team capacity
Contracted hours per person against the hours already committed, so you know who is free before you promise a date.
Compensation
Record what you pay people, and every hour on every account carries its real cost instead of a guess.
Run your team
08Compete
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.
Team chat
Channels, group chats and direct messages for your own team — free on every plan, including Free.
Help desk
Your own staff raise a request and it routes to the department that owns it, with the same queue discipline your customer tickets get.
Team progress
Each manager acknowledges their team’s day, so nobody finds out a week late that the work never started.
Daily briefing
One summary each morning: what is due, what is late, and what is waiting on you.