Win the work
From a name you half-remember to a signed agreement, without leaving the tab or re-typing anything.
8 modules
Leads
Catch enquiries from forms, email and imports before they turn into a lost note.
Prospecting
Find and enrich contacts at companies you want to work with.
Companies
Every organisation you deal with, with the people and history attached.
Contacts
People as first-class records — not rows hidden inside a company.
Lists
Segment anything into a working list and act on it as a group.
Deals
Multiple pipelines, weighted forecasting, and a board that moves.
Proposals
Build and send a proposal that looks like you wrote it, and watch it being read.
Agreements
E-signature built in, so the yes and the paperwork are the same moment.
Deliver it, and get paid
Projects that know their own hours and budget, and invoices that read from the work you already logged.
8 modules
Clients
The delivery-side record: who the work is actually for, separate from who you sold to.
Projects
Types, templates, milestones and stages — set up once, reused every time.
Tasks
Board or list, subtasks, estimates, and a task that remembers its project.
Time
Start a timer from any task, or fill the week in afterwards.
Retainers
Hours against a monthly bucket, with roll-over rules and a cap that holds.
Finance
Invoices, recurring billing, payments, expenses, targets and reports — any currency, numbered your way.
Workflows
Automate the repetitive parts: triggers, branches, waits, webhooks.
Forms & surveys
Capture leads on your own site, and ask clients how it went on a schedule.
Stay in touch
Client conversation in the same place as the work it is about, not in somebody's inbox.
7 modules
Email
Connect your mailbox; threads land on the client and project they belong to.
Sequences
Multi-step outreach that stops the moment somebody replies.
Chat
Internal and per-project threads, with mentions that link to real records.
Calendar
Your calendar and the workspace's, in one view, synced both ways.
Bookings
A booking link with your real availability behind it.
Meetings
Join, record and transcribe a call without a third tool.
Recordings
Screen recordings with camera, shareable by link.
See where you stand
The three questions a Monday starts with: how are we doing, who is doing what, and what were we trying to achieve.
3 modules
Dashboard
Pipeline, utilisation, unbilled work and what is overdue, on one screen.
Team
Roster, roles, utilisation and who is doing what this week.
Strategy
Objectives and key results, reviewed rather than written once.
Keep what you know
The context that usually lives in somebody's head, written down where the next person can find it.
4 modules
Documents
Versioned files with folders, previews, and links that expire.
Notes
Rich notes on any record, shareable outside the workspace when needed.
Whiteboards
Draw the thing, attach it to the project it explains.
Company knowledge
Company facts the assistant can answer from, kept in one place.
True of all of it
Things that are not a module.
The answer to “what is it like to live in”, which is usually the question behind the feature list.
Every module on every plan
Nothing is held back on a cheaper tier. Plans differ on how many of you there are and how much you use the parts that cost us money.
A client portal, included
Your clients get their own way in — projects, documents, invoices — without a seat, a licence, or sight of anything else.
Roles that fit how you work
Custom roles across all 30 modules, so a contractor sees the project and not the payroll.
An assistant that can act
Ask it to draft, find or change something. It runs on your own API key, so we never bill you twice for the same tokens.
What each plan actually changes is on the pricing page.