The CRM that runs itself, so your team just closes.
Prioritized pipeline, autonomous outreach on a live compliance rail, and automated commissions, invoicing and onboarding - one fast, mobile-first platform your whole team actually uses.
Built for advisory and services firms.
- Consentvalid
- Quiet hoursheld
- Deliverabilityhealthy
A live look at the operator console - pipeline, compliance and momentum in one view.
Everything the deal needs, already done
From first touch to signed contract to paid invoice, the busywork runs itself.
Pipeline that ranks itself
Every deal scored by how close it is to money, with the next move already chosen. Your reps open the app to a to-do list, not a blank grid.
Outreach on autopilot
Sourcing, enrichment and multi-touch cadences in one place - email, voice and SMS - every touch gated by the compliance rail.
Onboarding kicks itself off
The moment a deal is Won, the client's setup checklist spins up - bank, billing, intake - with a live progress bar.
Project Command
Exec-facing delivery visibility: portfolio health, sprint status, on-track builds. Refresh it from your phone.
Commissions, to the cent
Sales and delivery comp computed per person, per period - producer, manager and director carries - and unit-tested for correctness.
Eighteen things it does out of the box
No add-ons, no integration project. Every one of these is live on day one - and real today.
My Day
A single daily queue: replies waiting, deals to move, tasks due - the hottest buying signals first.
Reply inbox
Every inbound reply surfaces with the prospect's actual words, deal-scoped and blast-scoped alike.
Consent rail
A first-class consent state machine on every contact and channel - nothing sends without a valid basis.
Quiet hours
Touches respect each recipient's own timezone. No 6am cold call, ever.
STOP / START
Inbound opt-outs and resumes are honored automatically and logged as consent events.
Auto-halt
Deliverability guards pause a campaign the moment bounce or spam rates cross the line.
Row-level security
Postgres RLS isolates every tenant's data at the database - not just the UI.
AI notetaker
A call bot joins the meeting, writes the notes, and updates the deal for you.
Sequence autopilot
Compliance-gated auto-send on schedule; a reply instantly pauses the cadence for a human.
Audience builder
Enroll a book by segment and market, with a live readiness count before you send.
Payroll runs
Commission periods roll up initial and recurring carves into a reviewable payroll run.
Invoicing on rails
Client invoices generate straight from each contract's billing schedule via Stripe.
Domain health
Sending-domain and deliverability monitoring so your mail lands in the inbox.
Pipeline stages
Sourced → engaged → booked → demoed → proposal → won, each with a next-step nudge.
Magic-link auth
Sign in with a one-tap email link or a password - your call, per seat.
Mobile PWA
Install to your home screen: full-screen, pull-to-refresh, offline-ready, native-feeling.
Audit trail
Every consequential action is written to an append-only audit log with a reason.
Ships weekly
A feedback button on every screen, triaged on a 24-hour clock, with a change log you can read.
One plan. One price.
Every capability and every seat - no tiers, no upsells. Start with a free 3-day trial: you're not charged until it ends, and you can cancel anytime from your settings.
- Enterprise plan - every capability and every seat included.
- AI notetaker, call bot, sourcing, invoicing and commissions, all built in.
- Usage (AI) billed as you go - you only pay for what you run.
- No setup fees or consultant hours - it bootstraps and runs itself.
No charge for 3 days. Cancel anytime from your settings.
Why teams switch from traditional CRMs
We include what they upcharge for, unify what they silo, and price to your wins - not your headcount.
Put your revenue engine on autopilot.
Spin up your workspace in seconds - no card, no call. You'll land straight in.
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