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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.

ATS Recruitment Pipeline

Kanban-style applicant tracking with stage transitions, interview scheduling, and offer management.

Onboarding & Offboarding

Template-based checklists for onboarding new hires and offboarding departing employees with task tracking.

Org Chart & Directory

Interactive org chart with hierarchy and department views, plus a searchable company directory.

PTO Accrual & Leave

Configurable accrual policies, automated balance tracking, and leave request integration.

Payroll & Pay Stubs

Payroll processing with detailed pay stub generation showing earnings, deductions, taxes, and YTD totals.

Performance & eNPS

Performance reviews with goals tracking, plus eNPS and pulse surveys for employee engagement.

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.

One-Click Tracking

Start and stop timers with a single click from any device.

Timesheets

Automatic timesheets with approval workflows and export options.

Project Billing

Track billable hours and generate invoices based on time entries.

Productivity Reports

Analyze how time is spent across projects, clients, and team members.

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.