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Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Embeddable Booking Widget

Public booking widget with responsive service selector, date picker, time slots, and confirmation -- embed anywhere with one line of code.

Google & Outlook Calendar Sync

Bidirectional sync so external events show as busy and bookings push to your calendar automatically.

Waitlist & Round-Robin

Customers join a waitlist when slots are full with auto-notify on cancellation. Round-robin assigns bookings by workload across staff.

Group Classes & Packages

Multi-customer capacity per slot with class rosters, plus multi-session bundle pricing with remaining session tracking.

No-Show Protection

Require credit card on file, charge configurable deposits at booking, and enforce cancellation policies with auto-charge for no-shows.

Recurring Appointments

Schedule weekly, biweekly, or monthly recurring series with edit-one-vs-all management and auto-reminders per instance.

Visual Email Builder

Drag-and-drop block editor with text, image, button, columns, social, and header/footer blocks -- with desktop/mobile preview and save-as-template.

Landing Page Builder

Section-based page builder with hero, features, CTA, testimonials, and form sections. Publish to a public URL with conversion tracking.

Signup Forms & Embeds

Embeddable signup forms with custom fields, styles, double opt-in, and auto-add to lists or segments.

Link Click Tracking

Wrap links in tracking redirects, record per-contact click data, and visualize click maps with per-link counts and CTR in campaign reports.

Subscriber List Management

Create and manage subscriber lists with CSV import/export, bulk unsubscribe, list-level opt-out tracking, and duplicate detection.

SMS Opt-In Management

Manage SMS opt-in lists with consent date/source tracking, double opt-in flow, opt-out keyword handling, and TCPA/GDPR compliance audit log.

Drag-and-Drop Kanban

Configurable columns per status, card previews with assignee/priority/due date, and drag-drop updates across boards.

Interactive Gantt Charts

Timeline view with task bars, dependency lines, critical path highlighting, drag-to-reschedule, and cascade date updates.

Sprint & Iteration Management

Sprint backlog from kanban, sprint planning, velocity tracking, burndown charts, and retrospective notes.

Workload & Capacity View

Per-member capacity planning across all projects showing allocated vs available hours with overallocation warnings.

Portfolio Dashboard

Multi-project roll-up view with health status (on track/at risk/behind), progress bars, budget summary, and owner filtering.

Task Automation Rules

When-then rules -- 'when completed, assign next dependent task' -- with triggers on status, assignee, and date changes.

Custom AI Agents

Create purpose-built agents with configurable roles, system prompts, and autonomy levels -- from fully assisted to fully autonomous.

Pre-Built Agent Templates

Launch in seconds with ready-made Sales, Marketing, Support, Developer, Finance, HR, and Operations agents.

40+ App Tool Integrations

Agents read and write data across CRM, Invoicing, Projects, Helpdesk, and every installed app with scoped CRUD tools.

Scheduled Agent Execution

Run agents on a cron schedule -- daily pipeline reviews, weekly reports, overnight lead qualification -- with full execution history.

Desktop Control & Deep Linking

Agents open apps, navigate to specific records, and manage windows so you jump straight to the data that matters.

Streaming Responses & Tool Execution

Watch agents think in real-time with streaming output and live tool-call visualization as they query, create, and update records.