Everything in one connected workspace
CRM, invoicing, appointment booking, real accounting, an AI Assistant, and automations — built as one product sharing one set of customer records, not six separate tools bolted together.
What's included
Six features, one workspace
Every card below describes what's actually in the product today — nothing planned, nothing hypothetical.
CRM
Track leads, move deals through a five-stage pipeline, and keep every contact — customer, lead, partner or vendor — on one record with tags and total spend.
Explore CRM →Invoicing
Itemized invoices with tax and discounts, billed in USD, GBP, EUR or another currency, downloadable as a real PDF, with status tracked automatically from what’s actually been paid.
Explore Invoicing →Appointment booking
A public booking link for clients to schedule time, with automatic Google Meet links generated on confirmation, custom appointment types and durations, and weekly staff availability.
Dedicated page coming soonPayments & accounting
Real double-entry bookkeeping — a general ledger, bank account reconciliation, and four standard reports (Profit & Loss, Balance Sheet, Trial Balance, Cash Flow) — posted automatically as invoices, payments and expenses happen.
Dedicated page coming soonAI Assistant
Contextual AI insight buttons across the CRM, appointments, automations, accounting and analytics screens, plus a full assistant chat with live access to your actual clients, invoices, leads, deals and expenses.
Dedicated page coming soonAutomations
Trigger-and-action workflow rules — for example, a new lead automatically assigns staff and sends a notification — with a run log showing what fired and when.
Dedicated page coming soonWhy it's built this way
Connected by default, not by integration
The features above aren't separate products wired together after the fact — they share the same data from the start.
One customer record everywhere
The contact your CRM tracks is the same one your invoice bills and your booking link schedules — not three separate customer lists to keep in sync.
Real financial data, not a spreadsheet copy
Invoices and payments post straight to a genuine double-entry ledger, so your Profit & Loss and Cash Flow reports reflect what actually happened, not a manually updated summary.
AI grounded in your workspace
Every AI prompt across the product is wired to your actual data — leads, deals, invoices, cash position — not a generic assistant answering from nothing.
FAQ
Common questions about what's included
CRM (leads, deals, contacts), invoicing (itemized, multi-currency, PDF), appointment booking with automatic Google Meet links, real double-entry accounting, an AI Assistant with live workspace data, and trigger-based automations.
No — they’re part of the same product and the same workspace, not separate add-ons or integrations you connect yourself.
The Free plan includes 1 team seat, 50 CRM contacts and leads, 1 invoice or quote a month, and a public appointment booking link with automatic Google Meet links. Paid plans raise those limits and add more automation and AI capacity.
It has live access to your actual clients, invoices, leads, deals, appointments and expenses — it answers from your real workspace data, and the same AI is wired into contextual buttons throughout the CRM, accounting and automation screens.
Yes. A contact created in the CRM is the same one available to invoice or book an appointment with — there’s no separate customer database to maintain per feature.
Ready when you are