Product
Every team you have. One platform they all work in.
Sales, customers, HR, hiring, payroll, expenses, projects, chat, files, contracts, invoicing and support — every module already knows about the others. One login, one bill, nothing to integrate.
The CRM deals screen, from one app that holds every module. Sample data.
Where the day actually happens.
Projects, conversations, files and the routine steps between them.
- ProjectsCycles, milestones, saved views and time tracking.See Projects
- ChatUnread counts and presence, with each conversation on the deal, ticket or project it is about.See Chat
- DriveOne folder tree over the files your other modules already generated. No re-uploads.See Drive
- CalendarEvery scheduling module pushes here.See Calendar
- AutomationWhen-then workflows built from your events and actions. Humans and the AI compose the same way.See Automation
- FormsSchema-driven form definitions, embedded on any site with one script tag.See Forms
From first contact to paid invoice.
One customer record shared by everyone who touches the relationship.
- CRMPipelines, deals, contacts, companies — the same company record your invoices are raised against. A won deal asks to start the work.See CRM
- ClientsOne branded surface for the customer — proposals, contracts, invoices, tickets, projects. One audit log for you.See Clients
- SalesProposals your client signs online, quotations, invoices, recurring billing, per-org multi-currency.See Sales
- SupportA ticket queue with your own statuses, priorities and business hours.See Support
- ContractsTemplates, versioning and magic-link signing — against the company the counterparty already is in your CRM.See Contracts
Hiring, paying and looking after your team.
One person record from the first interview through to payroll.
- HREmployees, leave, time tracking, contracts, joining packs.See HR
- RecruitmentJob → applicant → interview → offer → joining pack. Public apply links and offer PDFs.See Recruitment
- PayrollRun lifecycle + payslip PDF + disbursement exports.See Payroll
- ExpensesSubmit, approve, reimburse. Manager workflow + receipt OCR built in.See Expenses
The parts that have to be right.
Tax filing, ledgers and the messages that go out under your name.
- E-invoicingComing soonPlanned: filing with India’s GST portal and Pakistan’s FBR first.See E-invoicing
- EmailOne outbound path. Every module subscribes. Suppression, DKIM, real delivery metrics.See Email
- AccountingComing soonInvoices, payroll and paid expenses already post to its ledger; the screens are next.See Accounting
- InventoryComing soonPlanned: stock, warehouses and movement.See Inventory
One deal closes. Six things happen. Nobody re-types anything.
CRMDeals board
Whencrm.deal.won
Negotiation32
Won910
Won· six things follow
Waiting for someone to start the workMaya starts the work · 10:21
- Owner
- MMateo García
- Contact
- AAisha Bello
- Closed
- Oct 1, 2026 · 21 days in pipeline
- Source
- Proposal PRO-2026-0142 · signed
Larkspur Media — 40 seats moves to Won
10:18:04crm.deal.moveStage
ClientsClient page
Larkspur MediaProspectCustomer
Company · Owner Mateo García
AAisha Bello · Head of Operations · came with the deal
Larkspur Media becomes a customer, with its contact
10:18:04clients.client.convert_from_deal
Chat#sales-wins
#sales-winsMSA
Sophie LaurentYesterday
Halcyon Health signed the renewal for next year.
System10:18 AM
Larkspur Media — 40 seats — Won 🎉
Stage moved negotiation → won.
Open dealA card in #sales-wins, for the whole team
10:18:05chat.post_card
Posts when the channel exists
NotificationsBell and inbox
NotificationsMateo García
Mateo is told, and asked to start the work
10:18:05notifications.dispatch.fan_out
AutomationInvoice on win
Analytics — Annual (per seat)$42,000.00
Onboarding & Training — remote$5,500.00
Total$47,500.00
From PRO-2026-0142, signed Oct 1 · waiting for Maya Chen to send
The invoice, drafted from the signed proposal
10:18:06sales.quotation.convert
Your “Invoice on win” automation drafts it; Maya reviews and sends.
ClientsKickoff
Prefilled from the deal · asked Mateo García
Waiting for someone to start itMStarted by Maya Chen · 10:21 AM · ran as Maya
One approval sets the work up, all linked to the engagement
10:21:12clients.kickoff.run
Nothing is made until someone starts it.
ProjectsNew project
From template · Customer onboarding · 8 tasks
The delivery project, from your template, with the team on it
10:21:13projects.project.create
Uses your default project template
Built in. No Zapier, no integration to buy — the invoice is one automation you switch on, and the work starts with one approval. Every step is recorded — what happened, in what order, and who set it off.
One customer, everywhere
The company in your CRM is the company on the invoice and the company in the support queue. Not three records that need reconciling.
Turn modules on as you need them
Start with one. Add the rest whenever — nothing to migrate between them, and no new bill when you do.
Built for more than one country
Multiple currencies, languages, tax regimes and working calendars, without a separate deployment per market.
An AI that operates it
It uses the same product your team does, under the same permissions, and records what it did.
Your data stays yours
Export your lists to CSV whenever you like, and ask us to delete everything — we do it within 30 days.
Ready for a security review
Google and Microsoft sign-in, granular permissions and a complete change history, available before procurement asks.