Project management, leveled up
A full project management layer for teams that run real delivery work, not just a task list.
We ship constantly. Here’s a running log of the features and improvements that help make sure nothing important gets dropped.
A full project management layer for teams that run real delivery work, not just a task list.
Three ways to stand up a pipeline tailored to your business, from a ready-made template to a fully custom build.
Governed prospect research and outreach drafting that always keeps a human in the loop before anything sends.
A full estimate approval lifecycle, plus an agent that turns inbound RFQs into draft estimates automatically.
Every inquiry now flows through a tracked path from first touch to won, with nothing dropped along the way.
A mobile-first, streamlined experience over the same data — never a reduced or separate product.
Inbound messages get associated to the right record automatically, with AI-drafted replies under human review.
A ready-to-apply pack for systems integrators — pipelines, custom fields, multi-site accounts, and a clean won-to-project handoff.
Turn a plain-language request into a governed form or landing page you review, edit, and publish.
On-demand AI agents through one consistent framework, starting with prospect research.
A complete evaluation and safety framework so AI features stay accurate, monitored, and within budget.
A 24/7 AI voice receptionist for inbound calls, plus voice dictation across the app.
Shareable, branded digital cards with QR codes, vCard export, and view analytics.
Richer CRM data, colored tags, relationship navigation, and a redesigned Goals experience.
A branded client portal for intake forms and review cycles, with document management.
The agentic operations foundation — the kernel, CRM, scheduling, and project management, plus the autonomous goal loop with human approval.
Curious what’s coming next? Take a look at the roadmap.