Review opportunities01
Opportunity Radar, from evidence to a saved draft
Bring supplied sources, reviewed estimates, relationship context, and drafts into one daily workspace. Changes require an exact review, model spending starts off, and configured outreach requires an exact human approval with current evidence and contact checks.
Deliver client work02
From a won opportunity to a reviewed delivery plan
Review the onboarding template and originating proposal, create one client engagement, and track its shared tasks and handoff receipt. Open client rows to edit notes, follow exact record links and add a follow-up that opens in Tasks & approvals. Retries preserve completed commitments and the original source context.
Run recurring revenue03
Branded subscription checkout and account management
Create monthly or annual plans in Stripe, send customers through hosted Checkout, and give them a workspace-branded account to review renewals and invoices, update payment details, schedule cancellation, or change plans. Stripe remains the payment authority, while checkout and webhook delays stay visible.
Follow up on receivables04
Collections with payment context and delivery receipts
Review verified invoice balances, payment promises, and disputes. Configured reminders use human approval, fresh eligibility checks, and durable receipts so uncertain delivery cannot trigger a blind retry.
Prioritize05
Today and the approval queue
Overdue work, replies, meetings, proposals, campaign exceptions, and AI actions arrive in one ranked queue with a clear reason for every item.
Work revenue06
Pipeline, saved views, and record workspaces
Move canonical opportunities through validated stages, save the views you use every week, and open the full contact, company, activity, and next-action context in one place.
Keep context07
Contacts, companies, conversations, and notes
The operating history stays connected: identity, messages, meetings, proposals, tasks, and human or AI activity all resolve back to the same records.
Measure08
Analytics that separate facts from forecasts
Source-to-revenue performance, reply coverage, forecast method, attribution gaps, stale data, and missing or incomplete stage history are visible without turning estimates into facts.
Automate safely09
Campaigns, proposals, and recovery
Bulk contact changes report individual outcomes, and enrollment stays draft-only. Campaign copies start as unsent drafts and retain the same copy when an interrupted request is retried. Sends, campaign stops, proposal versions, task generation, and failed work use confirmation, idempotency, receipts, and recovery paths.
Run per tenant10
Shared infrastructure, isolated workspaces
Each business gets its own tenant context, membership boundary, configuration, audit trail, and provider controls, including the option to use its own OpenRouter key and model budget. Fourteen bundled plugin examples have public guides covering setup, approvals, costs, and recovery, including a form builder for shareable intake with reviewed responses.