10 apps, one login, one bill. Invoicing, payslips and expenses are live.
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Answers come from the product guides and the live pricing
Ask me what the platform does, what it costs, or how a part of it works. I answer from the published guides and the current plans, and I say so when something is not in them.
Try one of these
Written by an assistant. Nothing here is a quote or a contract.
New10 apps now live, more on the way
Sales, projects, invoicing, people and marketing, all reading one set of records. Nothing entered twice, nothing synced overnight, and an assistant that drafts the work while you keep the decision.
Each one works on its own, and all of them share the same records.
Your team signs in once and reaches every app you switch on.
A customer, a person or a file is the same record in every app.
Switch an app on when a team needs it. Switch it off and nothing else changes.
Most suites are separate products with connectors between them, so the customer exists twice and the two disagree by Thursday. Here the apps read and write the same rows.
Not a copy, and not a nightly sync between two of them.
Use one, or use all of them
Every app also works entirely on its own. Switch one on, use nothing else, and nothing about it is waiting on the rest.
It answers out of your own workspace, it prepares work rather than doing it, and everything it suggests is written down. The same rules apply in every app.
How much leave do I have left this year?
You have 11 days remaining of 25, and 2 days are already booked for December.
Answered fromYour leave balance
Leave request, ready to send
Thursday 18 to Friday 19 December
Prepared for you. Nothing is submitted until you press send.
You press send
The assistant makes the same permission scoped request your own screen makes. There is no wider view that it is asked politely not to use.
Nothing is approved, paid, rejected or written to a record by an assistant. It fills the normal form in and you press submit.
What it proposed, who saw it, and whether they accepted, edited or discarded it. That record is the evidence, not the chat.
Where there is no published policy or no data to answer from, it says so. That refusal is the feature.
Connectors
Plug it into what you already use
Four ways in and out, each one switched on per workspace and each one carrying the same permissions as the person who set it up.
Use the built in assistant, or point a workspace at your own provider key. The switch is per workspace, so one team can run its own model while another uses ours.
A key of its own, separate from anything a person signs in with, so an automation platform can create and read records without holding somebody account.
A public intake endpoint and a hosted form, so an enquiry on your own website lands as a real record with a real owner instead of an email.
Every list exports. Ask for a copy of everything, or ask for it to be deleted, and there is a form for both that does not need an account.
A connector never widens what somebody can see. It carries the permissions of the workspace that created it, and every call it makes is recorded.
The same enquiry, followed from the form it arrives on to the money it turns into. At every step, the line in bold is the part nobody enters a second time.
It arrives
A campaign link, a landing page or a form on your own site. Or the API, if the enquiry comes from somewhere you built yourself.
The campaign that produced it, so the return is a join against your own records rather than a platform estimate.
MMSStep 1 of 6Somebody owns it
It lands as a lead with an owner, a stage and a follow-up date. Calls, SMS and WhatsApp happen on the record, not in a separate dialer.
The contact and the company, created once, from the form the visitor filled in.
CRMStep 2 of 6It becomes a quote
Price book, quote, e-signature. The deal closes against the company record it started on.
The line items and the signed document, on the same company.
CRMStep 3 of 6The work gets planned
A closed deal becomes a project with boards, a template and a capacity view that will not let you overbook the team.
The company, the scope and the value, handed over from the pipeline rather than re-briefed.
PMSStep 4 of 6It gets billed
Invoice the same customer record, take payment online, and let the status update itself.
The customer, the amount and what was agreed, from the quote that was signed.
IMSStep 5 of 6And the people are paid
The team who did the work are the same directory the project assigned, so payslips run alongside customer invoicing.
Your staff directory, entered once and read by every app that needs a person.
HRMSStep 6 of 6You do not need the chain. Every app works entirely on its own, and each step above is there the day you switch the next one on.
Each one is good on its own. The cost is everything that has to be true in more than one of them at once.
Five tools that nearly agree
One system, the apps you choose
None of these needs the others switched on. This is what each one looks like the day you open it.
Sales & CRM
Capture, qualify and close leads without leaving one screen.
Inside CRM
Lead Capture & Management12
Activities & Follow-ups
Reports & Analytics
Automations & Webhooks
Sales Pipeline3
Meetings
Calls
Contacts & Accounts4
Sequences
SMS & WhatsApp
Documents & e-Sign
Projects & Kanban11
Pursuits
Resource Capacity
Project Reports & Analytics
Project Templates12
Projects & Kanban
Project Templates
Goals3
Pursuits
Resource Capacity
Project Reports & Analytics
Marketing Audience
446
up 28%
Forms
447
up 3%
Marketing Landing Pages
448
up 4%
Financial Statements
135
up 4%
Finance Settings
136
up 5%
Financial Planning
137
up 6%
You can be working in a real workspace before you decide whether to move anything into it.
Create a workspace
One workspace is one company. Free, no card, and it does not expire. Nothing to install and nothing to configure first.
Switch on the apps you need
Pick from 10. An app you have not enabled is not in the sidebar, not in search and not on the bill. Turn one on or off whenever you like.
Invite your team and set the roles
Roles are a tree of apps, modules and actions, so a bookkeeper can see invoices and never the pipeline. Grant it once and every app honours it.
Free plan, no card required.
It drafts, it researches and it scores. It cites what it found, and it never acts on its own.
50 requests are included on the free plan. Add up to 25,000 more with a capacity pack, pooled across every workspace you own.
Live in 7 apps today
Prefer your own provider? Connect your own AI key per workspace and the platform uses that instead of ours.
The separation is enforced where the data is read, not filtered in the interface.
Workspace isolation
Every record belongs to exactly one workspace, enforced in the data layer on every request rather than filtered in the interface.
Role-based access
Roles are a tree of apps, modules and actions, so a contractor can have one project without your customer list.
Two-factor authentication
Add a second factor, plus per-workspace IP rules where access needs restricting by location.
Encrypted in transit
All traffic to the platform and its API is served over TLS.
Encrypted at rest
Sensitive fields are sealed before they are stored, so a copy of the database is not a copy of the data. Keys live outside it and are rotatable.
Audit trail
Significant changes are recorded with who did what, and when.
GDPR aligned
A Data Processing Agreement, a published sub-processor list, and a data-request process with a 30 day response.
Files stay behind permissions
Uploads are served through the platform against your workspace permissions, not as a public link that keeps working after someone leaves.
Access you can revoke
Remove a member or end every session, and it applies on their next request rather than whenever a token happens to expire.
Three parts, in the order you meet them. Every figure is on the pricing page.
Freeforever
The Free plan
One workspace, a small team and the core modules. No card, and it does not expire.
$3per app, per month
Then the apps a team needs
Bought individually, per workspace. Switch one off and nothing else changes.
80capacity packs
Then capacity, one limit at a time
A pack raises a single number without moving you onto a bigger plan.
No card required to start.
A workspace is one company's space on the platform: its customers, projects, invoices, team and settings. Data never crosses between workspaces. If you run several businesses, or need to keep a client's data separate, you create a workspace for each.
No. Every workspace starts with the apps on its plan, and you switch others on when you need them. An app you have not enabled does not appear in the sidebar and does not get billed.
Yes, in detail. Roles are built as a tree of apps, modules and actions, so you can give someone access to one project without exposing your customer list, or let a bookkeeper see invoices but not deals.
You are told before it becomes a problem, and you can buy a capacity pack (extra users, storage, AI credits) without changing plan. Limits apply per workspace unless the pack says it is pooled.
Yes. Connect a Gmail or IMAP mailbox to send from your own address, and plug in your own AI provider key if you would rather not use the built-in one. Both are configured per workspace.
Reports export to PDF and lists export to CSV from inside the app. Your invoices, leads and projects are yours: there is no export fee and no notice period.
Yes: one workspace, a small team and the core modules, with no card required. It does not expire.
Leads, contacts and customers import from CSV, and the import runs in the background so a large file does not tie up your browser. If you would rather not do it yourself, tell us what you are moving from and we will help.
Create a workspace, invite your team and import your first leads, all on the free plan.
