The all-in-one platform for sales teams, consulting firms, and project-based businesses. CRM pipeline, project tracking, task management, proposals, e-signatures, invoicing, and an AI assistant that can do it all.
Every feature is designed around the way professional engagements actually work — from first contact through delivery and beyond.
Visualise all your projects across your custom pipeline stages. Drag cards between stages to advance projects — with task counts, priority badges, and overdue alerts on every card.
Create, assign, and track tasks within each project stage. Set priorities, due dates, and assignees. Tasks sync to the Kanban board and are visible to the entire project team.
A persistent AI on every page that knows your projects, clients, and tasks. It can fill in forms, book meetings, create tasks, send messages, clock you in — just ask.
Rename stages to match your industry and workflow. Marketing agencies, legal firms, IT consultants — pick from industry templates or build your own pipeline from scratch.
Build professional proposals with line items, discounts, and terms. Send for digital e-signature directly from the portal. Fully executed documents stay organised in one place.
Clock in and out by project stage. Approve time entries and generate invoices with one click. Clients see their billable hours in real time through their own portal login.
Add multiple team members to any project. Everyone sees the same stage data, tasks, and documents. Team chat is built in — separate from client-facing messages.
Your firm gets its own branded portal at a custom URL. Add your logo, accent colour, and public profile page. It looks like your platform, not ours.
Generate a complete engagement report — lifecycle pipeline, stage notes, time log, proposals, and documents — viewable in the browser or exported as a PDF.
Start with a pipeline built for your workflow — sales, projects, consulting, legal, or anything else — then customise every stage, field, and label to fit how you work.
Discovery → Delivery → Retainer
Intake → Drafting → Execution
Assessment → Strategy → Reporting
Scoping → Development → Support
Briefing → Production → Launch
Build your own pipeline
No setup calls, no IT team, no long onboarding. Just sign up and start working.
Pick your industry template, name your portal URL, and set up your account in 2 minutes.
Use a built-in industry template or rename every stage to match exactly how you work.
Add consultants and clients. They log in to their own branded portal — no third-party accounts.
Track stages, manage tasks, send proposals, sign documents, and log time — all in one place.
$29 per consultant seat per month. Unlimited clients, projects, and documents. Start with a 7-day free trial — no credit card required.
Every feature included. Add or remove seats any time. Cancel anytime.
7 days free · No credit card until trial ends · Cancel anytime
No credit card required for your 7-day trial. Full access to every feature from day one.
Set up your portal in under 2 minutes.
7 days free · No credit card required · Cancel anytime
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