AI voice management
Everything in one workspace
One professional platform for your revenue operations — from first lead to paid invoice.
AI is woven into proposals, projects, email campaigns, and the in-app assistant to help your team work faster at every stage.
All the features, in detail
From the first lead to the paid invoice — every tool your team needs, already connected.
Clients & projects
Shared CRM-style records, project pipelines, and attribution so nothing falls through the cracks.
Proposals & e-sign
Structured quotes, negotiation threads, and PDFs you can send with confidence.
Invoicing & payments
Line items, currencies, reminders, and card or local payment flows where configured.
Forms & lead inbox
Embeddable forms and a shared inbox to qualify website and partner leads.
Providers & commissions
Business providers, tiers, and performance without spreadsheet chaos.
Analytics & reporting
Volume, revenue, and source breakdowns to steer the business.
Email marketing
Campaigns, audiences, sequences, and AI-generated templates with open tracking.
AI assistant
Generate proposals, emails, and reports with an assistant that knows your workspace data.
Calendar & scheduling
Workspace calendar with project deadlines and two-way Google Calendar sync.
Client portal
A branded space where clients follow projects, files, invoices, and payments.
Tickets & messaging
Built-in support tickets and real-time chat between your team, clients, and partners.
Team & roles
Invite teammates with scoped roles: admins, members, providers, and clients.
Branding & themes
Your logo, colors, fonts, and invoice PDF themes — on your own subdomain.
Security & 2FA
Two-factor authentication, IP allowlists, and audit logs to keep data safe.
Installable modules
Extend your CRM with zip-installable modules, scoped to your workspace.
FAQ
How it works
Common questions about getting started and running your workspace day to day.
How do I get started?
Create your workspace in minutes: pick a name, get your own subdomain, invite your team, and import your first clients. No credit card required to start.
How do my clients access their portal?
Each client gets secure access to a branded portal where they can follow their projects, download files, review invoices, and pay online.
How do online payments work?
Connect Stripe, PayPal, or local gateways and your invoices become payable online. Reminders are sent automatically and payments are reconciled for you.
Can I customize the branding?
Yes — upload your logo, choose your colors and fonts, and customize invoice PDF themes. Your workspace lives on your own subdomain.
What does the AI actually do?
The AI drafts proposals, generates branded email campaigns, summarizes projects, and answers questions about your data. Usage is metered by plan credits.
Can I extend the CRM?
Yes — install modules from a simple zip file to add new pages and tables to your workspace, without touching the core product.
Is my data isolated and secure?
Every workspace is fully isolated (multi-tenant), with two-factor authentication, IP allowlists, and audit logs available on top.
Still have questions? Our team is happy to walk you through the product.
Contact sales