Client CRM
Manage all your clients in one place. Track relationships, deal stages, and keep complete client history with linked transcripts and meeting notes.
- Manage unlimited clients with full CRM
- Track deals, proposals, and pipeline value
- Complete client history with linked transcripts
- Never forget what clients said in meetings
Booking & Scheduling
Create public booking pages so clients can schedule with you. Manage availability, sync with Google Calendar, and never miss a discovery call.
- Booking pages so clients can schedule with you
- Multiple event types (discovery, demo, check-in)
- Availability sync with your calendar
- Share booking links in emails and proposals
Everything You Need to Run Your Business
Client management, project tracking, and meeting records—all in one place
Client CRM
Manage all your clients in one place. Track relationships, deal stages, and keep complete client history.
Power Dialer, SMS & Transcription
Call or text clients with the power dialer and Power SMS. Drop voicemails automatically. AI bot auto-joins meetings and transcribes everything.
Booking Pages
Create public booking pages so clients can schedule with you. Manage availability and sync with Google Calendar.
Project Management
Track deliverables, tasks, and deadlines for each client. Kanban boards with AI project copilot.
AI Email Generation
Draft client follow-ups and proposals with AI. Email templates for quick, professional communication.
200GB File Drive
Store client files, documents, and deliverables. AI-powered search finds anything instantly.
Deal & Revenue Tracking
Monitor proposals, track project values, and manage your sales pipeline with analytics.
Time Tracking & Notes
Log time estimates and actuals. Personal notes with AI summaries keep everything documented.
Perfect for All Types of Consultants
Whether you're in tech, marketing, design, or business consulting
Business Consultants
Track client engagements, record strategy calls, manage deliverables, and maintain complete project history.
Marketing Freelancers
Manage multiple clients, track campaign tasks, record client feedback, and keep all assets organized.
Design Consultants
Record design reviews, track revision requests, manage project timelines, and keep client feedback documented.
Tech Consultants
Document technical discussions, track development tasks, manage client projects, and maintain complete records.
Save Money
Replace Your Entire Stack
Stop paying for 10 different tools. Get everything in one platform.
Everything included
for a team of 5 ($19.99/seat)
- CRM with unlimited contacts & pipelines
- Team chat with channels, DMs & threading
- Project management with AI copilot
- AI transcription & meeting bot
- Power dialer, Power SMS & voicemail drop
- AI SMS auto-reply & AI-generated texts
- 1,000 calling minutes + 2,000 SMS included
- Email campaigns with AI drafts & tracking
- Funnels & landing pages with AI generation
- Creative studio, ads & brand kit
- Booking & scheduling with Google Calendar
- 200GB file drive with AI search
- AI assistant with RAG across all data
- Integrations + developer API
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