The conversation lives on the thing it’s about
Not one giant inbox. There’s a general thread per client, plus its own thread on the quote, the contract, the project and the file. Nobody has to explain which job they mean.
Engine two · Win the work
Follow one client all the way through — five steps, and never a second tool.
Every prospect on a visual pipeline, scored hot to cold. Connected Gmail and Instagram feed the timeline, and AI drafts the outreach from your own inbox.
Build an itemized estimate in minutes. Your client reviews it in their own portal, asks a question on the quote itself, and approves in one click.
Send an e-signable contract from a template. Both sides get a signed PDF, with the IP, timestamp and device captured alongside it.
Convert the quote to an invoice in one click — or put the client on a retainer that bills itself every month.
They pay by card from the portal, their phone, or a tokenized link with no account at all. In Mexico the CFDI is stamped and the REP follows every payment.
No credit card required.
Where both engines meet
You see the money. Your team sees the work. Your client sees their side of the very same record — and can act on it. Nothing is exported, attached, or re-keyed.
Not one giant inbox. There’s a general thread per client, plus its own thread on the quote, the contract, the project and the file. Nobody has to explain which job they mean.
Any employee can pick up any thread — and every message still carries the individual name of who wrote it, on both sides. Cover for a colleague without the client noticing a handoff.
Your client’s home sorts itself by urgency: the overdue invoice and the unread message float to the top, above the quote awaiting their decision, the contract to sign and the file to review. They stop asking you what’s outstanding.
A shared ticket queue with public replies your client reads and internal notes they never see. Solve it, and a reply from them reopens it automatically.
Send a quote or invoice to any email. They get a secure link — and an SMS if you have their number — where they can read it, download the stamped CFDI, and pay by card as a guest. The invitation to join rides along.
You pay for your own seats. Invite as many clients and their team members as you like, on any plan including Free. On Business, AI can draft a reply from the thread — grounded in that thread only, and never sent until you send it.
On the job
The phone runs the day. The desk runs the books. The quote is approved on the job site and the office sees it before the truck is loaded — and your client gets the app too.
One record, not six copies
A CRM, an e-signature tool, an invoicing tool, a project tracker, a time tracker and a help desk. None of them can make the quote your client approved become the invoice they pay, because it was never the same record. You re-key it. Then you pay six bills on six different days — and not one of them is a place your client can log in.
Category prices are illustrative, competitor-neutral placeholders.
Ready when you are
Set up your workspace in minutes, invite your first client at no seat cost. No credit card.
From now to next.