Features
Every tool. Beautifully integrated.
A complete client operations platform that finally feels like it was designed together — because it was.
Run every client relationship
Beautiful workflows for the entire client lifecycle.
Clients
Rich client profiles with contacts, status, projects, files, invoices and notes.
Projects
Timelines, milestones, kanban tasks and progress shared with clients.
Contracts
Templates, smart fields, e-signature and version history.
Invoices
Beautiful PDFs, Stripe-powered payments, automatic reminders.
Communicate without the chaos
Replace WhatsApp, Email and Slack threads with one dedicated workspace per client.
Messages
Per-client threads with attachments, mentions and read receipts.
Meetings
Scheduling, video links and AI-generated recaps with action items.
File Manager
Folders, tags, previews, search and full version history.
Automations
Trigger reminders, status updates and follow-ups automatically.
AI that earns its seat at the table
Trained on your brand voice and past projects.
AI Drafts
Proposals, contracts, invoices, follow-ups and emails — in your tone.
Analytics
Revenue, growth, completion rate and client health visualized.
Security
SOC 2 Type II, GDPR, AES-256, SSO and role-based access control.
Performance
Globally distributed. P50 < 50ms. 99.99% uptime.
SOC 2 Type II
Audited annually.
Global infrastructure
Deployed in 14 regions.
Customer-managed keys
BYO encryption on Enterprise.