The full platform
Everything your business needs to operate, grow, and stay sharp. Nothing it doesn't.
Open Earnest to a single greeting that tells you exactly what needs you. The Command Center scans tickets, projects, tas...
→The Earnest Score tracks six dimensions of performance — follow-through, consistency, responsiveness, proactivity, depth...
→Set goals once and Earnest threads them through every app as a lens — each app shows the goals in its lens and your prog...
→Instant CRM, money, and marketing health scores computed from your real data — no AI tokens, no waiting. Algorithmic ana...
→Clients, contacts, leads, and networking connections in one People app. Filter by Active, Prospects, Inactive, or Archiv...
→A drag-and-drop Kanban pipeline takes leads from first contact to closed-won (or captures why they were lost). AI overla...
→An Intelligence tab right inside People. Earnest reads your whole relationship graph — contacts, revenue trends, overdue...
→Turn every business card and networking event into a CRM relationship. Scan cards with AI vision and a contact lands in ...
→Give every client their own login to see exactly what you choose — projects, tickets, invoices, proposals, contracts, so...
→Role-based client visibility with team assignments and individual overrides. Owners and admins see everything. Managers ...
→Every client and project gets a full workspace with parity tabs — Overview, Conversations, Tasks, Tickets, Time, Documen...
→Kanban boards, task lists, a timeline, tickets, file attachments, and a command-center project dashboard with stats, doc...
→Personal task lists with AI-powered suggestions, day and week scheduling, motivational progress tracking, and confetti c...
→Calendar-first scheduling with meetings, follow-ups, and lead touchpoints on one view. Link meetings to your pipeline, a...
→Every Earnest meeting room auto-records and transcribes the moment the host joins. After the meeting, AI generates a rec...
→Twilio-powered calling and Daily.co video meetings linked to your CRM pipeline. Click-to-call contacts, record calls, ho...
→Track time against any project and run hourly retainers as first-class projects with a live hour-pool meter on every ent...
→A per-org library of the services you actually sell — name, color, base price, deliverables, scope tree, and timeline. P...
→The Money app opens on cash flow: outstanding, overdue, billed-this-month, and collected — with a true AR aging bar (not...
→Send branded, themed invoices with rich line items — descriptions formatted with Tiptap, time-block tables pulled from y...
→Stripe Connect Standard powers payment acceptance — your customers pay you direct, Earnest never touches the funds. One-...
→Connect your business bank and credit-card accounts via Plaid and Earnest pulls transactions in automatically. Categoriz...
→Build proposals and contracts from a reusable block library — bios, terms, pricing, deliverables, NDAs — and ship them a...
→A per-org library of reusable blocks — bio, references, deliverables, terms, NDA, case studies — that compose into propo...
→Pick one theme on the org settings page and every invoice, proposal, and contract picks it up — including the PDF export...
→The Marketing app opens on a Pulse: a marketing health score plus posts, email subscribers, social reach, and contacts a...
→Earnest watches your CRM, social, and email for signals — new leads, lapsed contacts, milestone moments — and proposes r...
→Draft, schedule, get client approval through the portal, and auto-publish to Instagram, LinkedIn, Facebook, TikTok, and ...
→A unified inbox for DMs, comment replies, and mentions across Facebook, Instagram, and Threads. One queue, per-platform ...
→Followers, reach, impressions, and engagement-rate trends per account or rolled up across every connected platform. Filt...
→Block-based newsletter builder with AI-powered content generation. Describe your email and get a complete template — sub...
→Set brand direction, goals, target audience, and location per client. Every AI feature — from CRM analysis to social pos...
→Your organization profile holds brand direction, goals, target audience, and location — the strategic context Earnest re...
→Invite members, build teams, and assign clients per team. Slack-style channels keep conversations attached to the work t...
→A single org-level toggle hides "Powered by Earnest." across every client-facing surface — proposals, contracts, invoice...
→Send transactional and marketing email from your own brand shell. Org-level reply-to, mailing address, and footer flow i...
→Admins control AI usage per member — set monthly budgets, toggle access on and off, and monitor usage across the team. P...
→Every client, project, invoice, and lead gets its own Earnest assistant, a tap away from anywhere. It sees the entity yo...
→Switch Earnest from assistant to operator. Director mode is your ops partner across projects, clients, and revenue — it ...
→Tell Earnest what to change — it does the work. Reschedule a project and watch every event and task shift automatically....
→Earnest’s Context Broker assembles a live snapshot of your entire organization — clients, projects, invoices, deals, tic...
→Hand the AI a lead and get back a complete proposal draft. The drafter pulls the lead's full context — contact, prior ac...
→Every AI feature shows its token cost before you use it, and admins see usage across the team. No surprises, no metered-...
→A unified shell — circular gradient app chips on a floating rail, a glass top chrome, and pill-segmented floor strips in...
→Make Earnest yours. Choose an app palette — Fresh, Aurora, or Neutral — toggle Glass chrome to frost every chip and butt...
→Earnest moves like a native iOS app. Detail surfaces open as slide-over panels that push/pop with a single spring curve ...
→Every surface is on a tier of frosted glass. Three system tiers — thin, standard, ultra — layer over an accent-tinted pl...
→A visual language for time-on-a-river — a horizontally-scrolling day strip with hour beds, channel-tinted leaves for eac...
→Your business in your pocket. Tasks, messages, contacts, CardDesk, and the Earnest assistant on the go — a mobile-first ...
→Start your free trial — every feature included.
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