Run your whole business from one CRM.
Leads, proposals, invoices, projects, tickets, inventory, SMS, e-signatures, automatic tax, AI — every workflow you had spread across five tools, unified and white-labeled.
Sales pipeline
Capture leads, score them with AI, qualify, and win — no spreadsheet chaos.
Billing that pays
Invoices, subscriptions, credit notes, automatic tax, online payments.
Projects that ship
Projects, tasks, milestones, and time tracking in one place.
Support your customers
Tickets, SMS, a client portal, and a record of every interaction.
Everything, already shipped
Not a roadmap. Every capability below works today, per tenant, in production.
Sales & CRM
From first touch to closed-won, all tracked.
- Kanban lead pipeline with drag-to-move stages
- AI lead scoring (0–100) with reasoning
- Web-to-lead forms + public quote-request forms
- Proposals, estimates & contracts with e-signatures
- Sales reports: items, payment modes, profit & loss
Billing & finance
Invoicing that handles the hard parts.
- One-off & recurring invoices, credit notes
- Automatic sales tax / VAT (TaxJar & Avalara)
- Stripe & PayPal checkout, payment tracking
- Email open/click tracking on sent invoices
- Bulk PDF, bulk status, invoice merge
AI built in
Bring your own Anthropic or OpenAI key.
- AI inbox assistant — summarize threads & draft replies
- AI text improve — tone, length, clarity, anywhere
- AI lead scoring from activity + signal extraction
- Per-tenant provider + model + monthly token cap
Support & comms
Every channel, one timeline.
- Support tickets with spam filters & canned replies
- Two-way SMS (Twilio) on tickets & leads
- Per-tenant email (SMTP or Gmail/Outlook OAuth)
- IMAP inbox sync routed to the right record
- Client portal for invoices, tickets & documents
Built like a platform
The infrastructure most CRMs charge enterprise tiers for — standard here.
Multi-tenant & multi-org
One account across many organizations, switch in a click.
Per-org RBAC
Granular, role-based permissions scoped per organization.
2FA / TOTP
Authenticator-based two-factor with recovery codes.
White-label
Your logo, colors, domain, and email footer.
E-signatures
Sign proposals & contracts with a full audit trail.
Documents + versioning
Attach files to any record, keep every version.
Inventory
Stock tracking, low-stock alerts, auto-decrement on sale.
Workflow automation
Trigger → condition → action, built visually.
Custom fields v2
Formula, lookup & rollup fields on any record.
Global search
⌘K command palette with fuzzy full-text search.
CSV import / export
Bulk in and out on every list page.
PWA + push
Installable, offline-ready, with web push notifications.
Sign in
Three doors for three audiences.
Ready to run it?
Your tenant is provisioned and the database is waiting. Open the CRM and start moving.
Open the CRM