CRM, quoting, invoicing, project management, meetings, marketing, and secure file sharing — all powered by AI, all in one place.
17+
Integrated Modules
6
AI-Powered Features
AES-256
Encryption Standard
100%
White-Label Ready
From lead to invoice to project delivery — manage your entire client lifecycle in one platform.
360-degree client view with 11 detail tabs covering every touchpoint from quotes to vault access.
Generate, edit, and share quotes with AI assistance. Version history, templates, and client acceptance tracking.
Professional invoices with PDF export, multi-currency expenses, AI receipt scanning, and GST tracking.
Kanban boards, task management, time logging, and progress tracking for every client project.
2FA with team enforcement, AES-256 encrypted vault, role-based access, and secure file sharing.
Receipt scanning, opportunity extraction, quote generation, meeting summaries — AI that actually saves time.
Schedule meetings, upload transcripts, generate AI summaries. Public booking pages with availability management.
Plan campaigns, schedule social posts across platforms, manage marketing assets in one place.
P&L reports, expense breakdowns, GST summaries. Australian Financial Year support with CSV export.
From opportunity to payment — track every stage of your sales process.
Opportunity
Quote
Invoice
Payment
Each organization gets its own branding — logo, colors, company info. Full multi-tenancy with complete data isolation.
Start free, scale as you grow.
Professional
Business
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