The full platform
Everything your business needs to operate, grow, and stay sharp. Nothing it doesn't.
Your command center. Scans tickets, projects, tasks, invoices, channels, social, deals, and goals — then surfaces priori...
→AI reads across your entire business — contacts, clients, projects, tickets, invoices, deals, and goals — then generates...
→Instant CRM and marketing health scores computed from your real data — no AI tokens, no waiting. Algorithmic analysis of...
→AI scans your entire business — contacts, social, email, clients, revenue — and returns a marketing health score, action...
→Your data becomes your strategist. AI connects the dots across every module to generate campaigns, spot opportunities, a...
→Set brand direction, goals, target audience, and location per client. Every AI feature — from CRM analysis to social pos...
→Schedule to Instagram, LinkedIn, Facebook, and Threads. AI generates platform-optimized posts, hashtags, and image sugge...
→Block-based newsletter builder with AI-powered content generation. Describe your email and get a complete template — sub...
→AI suggests strategic goals based on your actual data, brand direction, and business objectives — financial, networking,...
→Kanban boards, task lists, timelines, file attachments, and a command-center project dashboard with stats, document uplo...
→Every person and company in one unified CRM — clients, contacts, prospects, and networking connections from CardDesk. Br...
→Personal task lists with AI-powered suggestions, day and week scheduling, motivational progress tracking, and confetti c...
→Admins control AI usage per member — set monthly budgets, toggle access on and off, monitor usage across the team. Purch...
→Role-based client visibility with team assignments and individual overrides. Owners and admins see everything. Managers ...
→Stripe-powered invoices, proposals, payment tracking, and PDF generation. Get paid on time....
→Slack-style messaging built into your workspace. Conversations stay with the work they're about....
→Twilio-powered calling and Daily.co video meetings linked to your CRM pipeline. Click-to-call contacts, record calls, ho...
→Calendar-first scheduling with meetings, follow-ups, and lead touchpoints on one view. Link meetings to your pipeline, a...
→Turn every business card and networking event into a CRM relationship. Scan cards with AI vision, track follow-ups, and ...
→Your business in your pocket. Tasks, messages, contacts, and AI on the go — a mobile-first companion that keeps you conn...
→Start your free trial — every feature included.
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