Dashboard
Start your day with clarity
Open conversations, overdue tasks, pipeline value, appointments, and a "needs attention" feed — all at a glance.
AI-Powered Inbox
AI reads, analyzes, and drafts — before you open the email
Urgency scoring, suggested actions, business-aware draft replies. Choose tone, edit, send.
Contact Memory
The full story of every customer
Timeline, lead score, billing summary, suggested next actions — every interaction in one view.
Pipeline & Deals
Drag deals from discovery to close
Visual Kanban board with deal values, expected close dates, and win/loss tracking.
Estimates & Quotes
Send estimates, get approval online
Professional estimates with line items. Clients approve from a secure link. One-click convert to invoice.
Invoicing & Payments
Track invoices and get paid online
Outstanding, overdue, paid — at a glance. Accept online payment via Stripe Connect. Automated reminders.
Client Portal
One secure link for everything your client needs
Estimates, invoices, appointments, documents — branded, no login required. Smart CTAs guide them.
Two-Way SMS
Text clients right from the inbox
Full two-way SMS via Twilio. Automated alerts for appointments, estimates, and invoices. On the contact timeline.
Campaigns
Step-by-step campaign builder
Choose channel, audience, content, and send. One-time broadcasts or automated drip sequences.
Appointments
Book meetings with calendar + Meet / Zoom
Google Calendar sync, auto-generated Meet links, Zoom support, automated reminders. Clients self-schedule.
Booking Page
Clean, branded booking experience for your clients
Public link with meeting types, durations, custom questions, and timezone detection. Powered by Relynta.
Tasks & Follow-Ups
Nothing slips through the cracks
Priority levels, due dates, contact links, quick-add. Filter by urgency, overdue, or team member.
Knowledge Base
Teach AI your business — it learns, you benefit
Import website, PDFs, FAQs. AI uses your content to draft replies that sound like your team.
Documents
Organize, link, and share files with clients
Upload documents, link to contacts and deals, share through the client portal with secure download links.
Proposals & Agreements
Build professional proposals that close deals
Choose from 10+ templates, build section by section with AI content generation. Itemized pricing, discounts, tax, and deposit calculations. Track status from draft to signed.
Print-Ready Output
Polished proposals your clients will love
Professional typography, structured sections, pricing tables, and signature blocks. Print or save as PDF with one click. Read-only after sending — duplicate anytime to reuse.
E-Signatures
Send documents for signature — track every step
Upload a PDF, place signature fields, add multiple recipients with signing order. Real-time status tracking from sent to signed, with downloadable signed copies and full audit trail.
Internal Notes
Plans, SOPs, and meeting notes — always at hand
Rich text editor with auto-save. Categorize as General, Program, SOP, Marketing, or Meeting Notes. Pin, search, and share across your team.
Inbound Forms
Capture leads from any website form automatically
Webhook-based intake from WordPress, Typeform, Zapier, or any form tool. Auto-creates contacts, deduplicates, and can auto-enroll in drip campaigns. Setup guides included.