Run your agency from one workspace
A professional workspace for agencies and service businesses — clients, projects, proposals, invoicing, and analytics in one secure platform.
Built-in AI accelerates proposals, project setup, and day-to-day operations so your team spends less time on admin and more time delivering.
Platform
AI-accelerated workflow
From onboarding to invoicing, AI helps your team move faster at every step — without sacrificing control or quality.
Onboard & configure
Create your workspace, brand it for your company, and invite your team with secure multi-tenant isolation.
Propose & deliver
Draft proposals, manage negotiations, and run projects with shared visibility across sales and delivery.
Invoice & grow
Bill clients, collect payments, track provider commissions, and monitor performance from one dashboard.
Enterprise-grade capabilities
Everything your team needs to run revenue operations — from first lead to paid invoice — with the reliability growing businesses expect.
Multi-tenant
Subdomains, per-company branding, and isolated data.
Proposals & invoices
Negotiations, PDFs, payments, and reminders in one flow.
AI & automation
Built-in assistant for proposals, projects, email marketing, and daily operations — with credit-based usage controls.
Analytics & insights
Dashboards for revenue, project sources, commissions, and pipeline health.
Lead capture & inquiries
Embeddable forms plus a shared inbox for website and partner leads.
Providers & commissions
Tiered commission rules and provider performance without spreadsheets.
Ready to accelerate your operations?
Start a workspace in minutes. AI-assisted tools included from day one.
Ready to accelerate your operations?
Start a workspace in minutes. AI-assisted tools included from day one.
