Features
Customer work, connected across the business.
Start with the work your team needs to do. Each area combines useful capabilities, a practical example and a path to adapt the platform.
Customers & conversations
Find a person's conversations, opportunities, notes and commitments together. Give the next teammate enough context to help, and let AI use the available records when preparing a response.
Less searching across inboxes and fewer handoffs that lose customer context.Explore customers & conversationsSales & follow-up
Capture an inquiry, keep the opportunity's stage and next action visible, prepare a proposal and find follow-up that has gone quiet.
A visible next step for new business, with fewer opportunities left to someone's memory.Explore sales & follow-upDelivery & commitments
Connect client engagements, meeting commitments and assigned tasks. Keep the customer and agreement attached so the person doing the work understands what was promised.
Clearer kickoff ownership and fewer commitments lost between sales and delivery.Explore delivery & commitmentsBilling & collections
Prepare Stripe invoices, offer recurring plans and manage overdue balances with customer context. Keep a contract value, invoice, payment promise and collected payment distinct.
Less reconstructing billing status before invoicing a customer or following up on an unpaid balance.Explore billing & collectionsMarketing & publishing
Create forms and website pages, organize editorial work, prepare email outreach and schedule supported social posts. Use the business context already available to produce more relevant content.
Fewer separate handoffs between preparing content, publishing it and following up with customers.Explore marketing & publishingCustom Apps & AI
Start with existing customer records and business services. Use a coding agent to add reports, workflows, tools or a dedicated App, and connect supported external assistants through MCP.
Spend development effort on the process unique to your business instead of rebuilding common business infrastructure.Explore custom apps & aiUse the same foundation across the workflow.
A customer can have conversations, opportunities, proposals, delivery tasks and billing records. The shared identity and services let people, AI and custom Apps work with those records instead of maintaining separate copies.