Features
Over 70+ features designed for your business
Everything you need to Scale
AI-Powered Command bar
Type & AI does the work like for creating clients, projects, invoices and more...
AI Email Assistant
Smart replies, email composition, and suggestions
AI Proposal Generation
AI-powered proposal generation and suggestions
AI Project Creator
Generate project plans with tasks and milestones from the description
AI Contract Generation
AI-powered contract drafting and suggestions
AI Smart Pricing
AI-powered pricing suggestions based on historical data
Projects
Project management with tasks, milestones, and deliverables
Clients
Client management with contact info, risk analysis, and history
Team
Management of team members, including roles, permissions, financial considerations, and project allocations.
Client Portal
Dedicated portal for clients to view projects and invoices
Team Portal
Dedicated portal for team members to view tasks and track time
Unified Inbox
Email integration with multiple account support
Invoices
Invoice creation, PDF generation, and payment tracking
Expenses
Expense tracking with categories and receipt uploads
Leads
Lead management with pipeline stages and conversion tracking
Internal Messaging
Direct messaging between you, your clients, and your team
Workflow Automations
Trigger-based automated workflows for your business
Time Tracking
Timer and manual time entry with project/task assignment
Notes
Personal notes and project-linked notes
Calendar Sync
Sync with Google Calendar and other providers
Client Surveys
Client satisfaction surveys with NPS tracking
Stats & Reports
Profitability reports, revenue analytics, and insights
Meeting Scheduling
Meeting scheduling with Google calendar integration and reminders
Workload Management
Visualize team workload, project capacity and resource allocation
Commission Tracking
Track and manage team member commissions
Project Templates
Save and reuse project templates
Deliverable
Clients can approve or reject deliverables from the portal, and teammates can send deliverables for review.
Client File Sharing
Allow clients to upload and download files
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