The operating system for service businesses.

Track every lead, deal, and client conversation in one place. No spreadsheet workarounds. No 'wait, where did we leave it with that prospect?'

• +Custom pipelines, stages, and deal fields
• +Activity history that updates automatically from email, calls, and meetings
• +Lead routing rules and automated follow-up sequences
• +Native handoff to Proposals and Active Client Management

Generate, send, and sign proposals from inside the platform. Template library, version control, e-signature, status tracking. No more 'in review for six days.'

• +Reusable templates with variable substitution
• +E-signature with audit trail and timestamp
• +Auto-create projects from accepted proposals
• +Trigger invoicing on signature, automatically

Stripe-powered invoicing, subscriptions, and Connect flows. Bill clients, manage retainers, and handle marketplace-style payment routing when needed.

• +One-time invoices, recurring subscriptions, and milestone billing
• +Stripe Connect for agencies handling client payment flows
• +Automated payment reminders and dunning
• +Revenue reporting that ties back to the CRM

Task management built for service work. Tasks, milestones, time tracking, client visibility. Designed for the way agencies actually run client projects, not generic product team workflows.

• +Project templates, milestones, and dependency tracking
• +Time tracking that flows directly into invoicing
• +Client-facing project portals with controlled visibility
• +Auto-creation from accepted proposals

The retainer-and-deliverable layer most agency software forgets. Track ongoing engagements, recurring deliverables, and the steady-state work that happens between closed deals.

• +Retainer hour tracking and burn-down reporting
• +Recurring deliverable schedules and reminders
• +Client health scoring based on usage and engagement
• +Renewal forecasting and expansion opportunity flagging

Calendly-style booking, but native to your CRM. Bookings update deal records automatically. No more reconciling Calendly events with HubSpot contacts.

• +Individual and team availability with round-robin routing
• +Custom booking pages per use case (discovery, follow-up, support)
• +Auto-creation of CRM records from new bookings
• +Native conferencing integration

Twilio-powered in-browser dialer and SMS. Make calls, send texts, get voicemail transcription. Every call automatically logs to the relevant CRM record.

• +In-browser dialer with click-to-call from CRM records
• +Two-way SMS with conversation threading
• +Call recording, transcription, and AI-powered summaries
• +Auto-logged activity on every CRM contact

Transactional and marketing email through Resend infrastructure, with deliverability built in. Send sequences, broadcasts, and transactional messages from one inbox layer.

• +Drip sequences and event-triggered campaigns
• +Broadcast campaigns with segmentation
• +Native deliverability monitoring and bounce handling
• +Opens, clicks, and replies that log back to the CRM

A built-in engine that connects modules to each other and to external tools when needed. Visual workflow builder, trigger-and-action logic, scheduled jobs.

• +Visual workflow builder with branching logic
• +Trigger from any module event; action on any module
• +External integration via webhook, Make.com, or Zapier
• +Run history, error reporting, and replay