The full platform
Everything your business needs to operate, grow, and stay sharp. Nothing it doesn't.
Home shows what is waiting for your yes, what is one tap, and what is just worth knowing, on one page you read from top ...
→One page, five ways of reading it. Everything shows it all; Money, Work, Clients and Creative narrow the widgets, the gl...
→An optional score that stays off until your organization turns it on in its settings. Switched on, each person gets a da...
→One honest summary a day — what moved, what is waiting on you, what went quiet — and a web push only when something genu...
→One keystroke over every record you have — clients, contacts, projects, tasks, tickets, invoices, proposals, files and m...
→Set what you are making time to get better at, and Earnest keeps it in front of you: a learning row on Home starts the t...
→Clients, contacts, leads, and networking connections in one People app. Filter by Active, Prospects, Inactive, or Archiv...
→Leads and pipeline merged into one lens on the People app. A drag-and-drop board takes a pursuit from first contact to c...
→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 ...
→A public page that is both your profile and your scheduler: your CardDesk business card beside your real availability, s...
→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 the same five tabs — Overview, Work, Money, Files, People. Open one ...
→A board of work, out with a client at its own link. They open it with no login and no account, and mark each piece appro...
→Send work for approval in one press. Pick the files, pick who is approving, send — Earnest assembles the board, generate...
→Kanban boards, task lists, a timeline, tickets, file attachments, and a project dashboard with stats, documents, billing...
→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...
→Video meetings that remember what was said. On Solo every meeting is transcribed and recording is off until you switch i...
→Daily.co video meetings on every plan, and a business phone with the Communications add-on ($49/mo): your own numbers on...
→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-...
→An Expenses floor in the Money app: log what you spend by vendor, category and date, mark what is billable to a client o...
→Build proposals and contracts from a reusable block library — bios, terms, pricing, deliverables, NDAs — and ship them a...
→See exactly where every dollar is — banked, owed, and still out there. One bar splits a contract's value into paid, outs...
→A pitch as its own page rather than an attachment, drafted with Earnest from what it already knows about the client. Sha...
→A retainer that rolls into an invoice on its own schedule, with the hours logged against it already attached. Overage is...
→Track every pitch through its whole life — including the ones that go cold or get rejected. A pursuit timeline merges to...
→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 m...
→Social posts and campaign emails share one studio — what is drafted, what is out for review, and what is planned next, i...
→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...
→A comms hub built for the work — a top-level app on the Earnest rail. Channels is a two-pane messenger: a roster of chan...
→Invite members, build teams, and assign clients per team so access is scoped to the people who should see it. Teams orga...
→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...
→A files floor inside your organization rather than a separate drive to keep in sync — folders per client and per project...
→Earnest sits in a column on the right of every screen: the conversation above, one suggestion each to do, decide and kno...
→Tell Earnest what to change — it does the work. Reschedule a project and watch every event and task shift automatically....
→The Context Broker is the engine that makes Earnest different. It assembles a live snapshot of your entire organization ...
→Hand the AI a lead and get back a complete proposal draft. The drafter pulls the lead's full context — contact, prior ac...
→When a deal goes cold, Earnest reads its entire pursuit history — every touchpoint, every proposal, and why it likely st...
→AI usage is counted in tokens against a monthly allotment your plan sets, and admins see who used how much across the te...
→One shell over the whole app: six circular chips on a floating rail — Dashboard, People, Work, Chat, Money, Mktg — and p...
→Three looks, and they are real redesigns rather than a colour swap. Glass is translucent surfaces and soft light. Paper ...
→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...
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