Six modules. One platform. Zero glue.
Every module below ships in every plan. Nothing behind a paywall, nothing sold as an add-on. This is what “one system” actually looks like.
01 · CRM
Sales pipeline that closes itself.
02 · PROJECTS
Won deals become delivery — automatically.
03 · MARKETING
Every campaign wired to revenue.
04 · AI AGENTS
A 24/7 workforce under budget caps.
05 · CLIENT PORTAL
Your clients get a branded portal. Free.
06 · ANALYTICS
Command center for the whole business.
01 · CRM
Sales pipeline that closes itself.
AI-scored leads, auto-logged activity, forecasts that stay honest.
Replaces
- Drag-drop pipeline with real-time totals
- AI win-probability on every deal, updated as it moves
- Auto-log every call, email, and meeting to the record
- Custom pipelines per team, per product line
- Territory routing and round-robin assignment
- Quotes, proposals, and DocuSign built in
02 · PROJECTS
Won deals become delivery — automatically.
Templates spawn projects the moment a deal closes. No re-keying.
Replaces
- Deal-won triggers a project from your chosen template
- Milestones, tasks, assignees, and dates all pre-filled
- File versioning with pinned feedback threads
- Time tracking, capacity, and workload views
- Client sign-off on every deliverable via the portal
- Change requests → new invoices with one click
03 · MARKETING
Every campaign wired to revenue.
Email, ads, landing pages, forms — every touchpoint attributed to the deal it created.
Replaces
- Drag-drop email builder with dynamic personalization
- Automation flows triggered by any CRM event
- Landing page builder with 18 pre-built blocks
- Native forms auto-fill the deal record on submit
- Multi-touch attribution: which channel closed what
- A/B tests on subject lines, blocks, and CTAs
04 · AI AGENTS
A 24/7 workforce under budget caps.
Hire agents that qualify, chase, and summarize — every action audited.
Replaces
- Marketplace of vetted agents (Sales, Content, Support, Ops)
- 3-step hire wizard: name, assign team, deploy
- Configure with your knowledge base, do/don't rules, channels
- Per-agent budget caps in cents, tokens, or actions
- Every step logged with tokens, cost, and reasoning
- Pause, retrain, or fire an agent in one click
05 · CLIENT PORTAL
Your clients get a branded portal. Free.
Intake forms, projects, invoices, chat — one magic link, no password.
Replaces
- Magic-link access, branded to your business
- Intake forms that auto-fill the deal on submit
- Milestones with one-click approval
- File versioning + pinned feedback
- Stripe Connect invoices, auto-reconciled
- Project-scoped chat that replaces WhatsApp threads
06 · ANALYTICS
Command center for the whole business.
Every module reports to one place. No dashboard sprawl.
Replaces
- Revenue, pipeline, and cash — live
- Rep leaderboards, team velocity, sales cycle time
- Marketing attribution: source, campaign, touchpoint
- Delivery health: on-track, at-risk, blocked
- Agent ROI: cost per action, actions per outcome
- Export to Sheets or send to Slack on schedule
What every module inherits.
Built once, wired into everything. No feature is stuck in one module.
AI everywhere
Every module has embedded AI — score leads, draft emails, summarize threads, categorize invoices. No 'AI features' add-on.
Audit trail on every record
Who did what, when, why — logged automatically. Compliance-ready without lifting a finger.
Native chat everywhere
Comment inside a deal, project, invoice, or agent. Threaded, searchable, no context switching.
60+ integrations
Slack, Gmail, Outlook, Stripe, QuickBooks, HubSpot import, and more. Native, not Zapier.
SOC 2 Type II
Enterprise-grade security built in. Role-based access, SSO, audit logs, data residency options.
Agent budgets in cents
Every agent runs under a per-cent budget cap you set. Cross it → the agent pauses and pings a human.
Ready to run everything from one screen?
14-day free trial. No credit card. Full access to every module.
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