Features

Everything you need.
Nothing you don't.

A focused suite of tools built to replace the dozen tabs you keep open every day — without the bloat or complexity of enterprise software.

Core Management

A single source of truth for every client. Store contacts, history, notes, and communication — all searchable and organized by account.

Plan, assign, and track work in real time. Set milestones, manage priorities, and see exactly what's blocking progress.

Automated nudges for follow-ups, deadlines, and recurring tasks. Never let anything slip through the cracks.

Client Experience

Build onboarding, intake, and discovery forms once and reuse them everywhere. Share a link, embed on your website, done.

Proposals, contracts, SOWs, and deliverables — organized by client and searchable across your workspace.

Comments, @mentions, and shared views that keep your entire team aligned on every client and project.

Revenue & Insights

Send branded, professional invoices in under a minute. Track payment status and automate overdue reminders.

Revenue, utilization, project health, and client performance — all at a glance with beautiful, real-time charts.

AI-powered suggestions for follow-ups, project risk detection, invoice generation from notes, and automated status updates.

Ready to try it yourself?

14-day free trial, no credit card required. All Professional features included.