CRM, outreach, invoicing, and AI — the all-in-one platform that replaces your scattered tools and lets you focus on what you do best.
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Faster Client Acquisition
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Proposals Generated
0
Less Admin Work
0
AI Assistance
Whether you are a solo freelancer or a 50-person agency, the platform adapts to your workflow.
Track clients, write proposals, manage invoices — all from one dashboard instead of 10 tools.
Organize client relationships, automate follow-ups, and keep your pipeline full without the chaos.
Run your entire business — outreach, CRM, invoicing, analytics, and AI tools — in one place.
Assign leads, track commissions, and keep your team aligned with role-based dashboards.
Manage multiple clients, scale outreach, track team performance, and automate operations.
From lead capture to invoicing — streamline your entire client lifecycle end to end.
Everything to manage clients, revenue, and growth — at a glance.
Revenue
$14.2k
+12%
Clients
38
+8%
Proposals
124
+23%
Won
17
+15%
New Leads
In Progress
Closing
Everything you need to find clients, close deals, and grow your business.
Visual Kanban boards to track every prospect, deal, and project through your workflow.
Full interaction history for every client, lead, and partner. Nothing slips through.
Multi-step cold email, follow-up, and nurture campaigns that run on autopilot.
Track proposals, manage applications, and use AI to write winning Upwork proposals.
Connection notes, follow-ups, and AI-powered profile reviews to grow your network.
AI email drafting, proposal generation, job analysis, and smart follow-up suggestions.
Income & expense tracking, conversion funnels, and financial dashboards.
AI grades leads automatically so you focus on prospects most likely to convert.
Auto-generated invoices, income tracking by month/year, and commission management.
Sync calls, schedule meetings, and manage your calendar in one place.
Reusable email templates with variables for personalized outreach at scale.
End-of-day reporting, goal tracking, and team performance summaries.
Replace 5+ tools with one platform. Pick the plan that matches your stage.
Get organized
Billed $348/yr · Save $120/yr
Start Free TrialWin more clients
Billed $588/yr · Save $240/yr
Start Free TrialScale your operation
Billed $948/yr · Save $240/yr
Start Free TrialMost CRMs are built for enterprise sales teams with 200 reps. This platform is built for you — the freelancer writing Upwork proposals at midnight, the agency founder managing 5 client pipelines, the consultant who needs one tool instead of ten.
+142%
Revenue Growth
2.4x
Close Speed
98%
Adoption Rate
87%
AI Win Rate