Built for teams that sell
and deliver client work.

Challenge

Client work scattered across CRM, delivery, and billing creates rework — and margin leaks when sales promises do not match what delivery sees.

Outcomes

• One client record from pitch through signed SOW to invoice
• Pipeline value visible next to active project load
• Branded client-facing forms and portals tied to CRM

Challenge

Early teams burn budget on overlapping subscriptions before they have a repeatable sales process.

Outcomes

• Forecast and deal board without enterprise CRM setup time
• Contracts and billing linked to the same deal record
• Outreach prep and follow-up tasks without a separate sales stack

Challenge

Clients expect a polished experience — but enterprise software is overkill and consumer tools look amateur.

Outcomes

• Professional invoices, contracts, and meetings from one system
• Project and task visibility tied to each client engagement
• Less admin between calls, deliverables, and payment collection

Challenge

Per-seat enterprise pricing prices out small teams that still need credible client operations.

Outcomes

• Full client workflow from $15/month — no per-seat escalation on Starter
• 14-day trial to validate before you commit budget
• Same capabilities larger firms pay multiple vendors for

Challenge

Sensitive client and financial data needs clear controls — not opaque third-party sprawl.

Outcomes

• Isolated tenant workspaces with role-based access
• Encryption in transit and at rest with audit logging
• Public privacy, security, and data-deletion policies

Challenge

When the team is distributed or on client sites, context lives in chat threads instead of one record.

Outcomes

• Meetings, tasks, and billing visible from mobile
• Start a client call from the CRM record — notes stay attached
• Fewer “what is the status?” messages back to the office