Built for how modern operations actually run
Ten deeply connected modules. One data model. Zero integration projects.
Contextual AI assistant
Ask about pipeline health and generate briefs in natural language, grounded in your own CRM and project data.
Relationship CRM
Contacts, accounts and deals on one record, with a named owner on every relationship.
Project delivery
Portfolio and board views across every project, with milestones your clients can see from their own login.
Invoicing & revenue
Issue invoices, retry failed charges on a dunning schedule, and reconcile payments against invoices and subscriptions.
Automation builder
Define triggers, conditions and actions in a visual builder, versioned alongside the rest of your workspace.
Analytics warehouse
Cohorts, retention and forecast models refreshed continuously across all modules.
Tasks & rituals
Assignments, priorities and recurring rituals that sync into every project view.
Unified calendar
Meetings, deadlines and automation schedules on a single timeline.
Smart notifications
Signal-only alerting that ranks by revenue impact instead of recency.
Security controls
Role-based permissions, JWT sessions with rotation, row-level security on every table, and an audit log that records refusals as well as grants.
See it working
The demo is open with the credentials on the home page — no form, no trial to start. If you want your own instance with your data in it, that’s a conversation.