Dashboard
A real-time snapshot of your business the moment you log in — revenue, deal velocity, and project health rolled into one view.
- KPI cards — revenue, deals, projects, and invoices at a glance
- Activity trends — visualize performance over time with built-in charts
- Quick actions — jump straight into whatever needs your attention
Contacts
Track people and the companies they work for, keep custom fields, and segment your audience for targeted outreach.
- People & Companies — linked contact records with company rollups
- Segments — save filtered views for follow-ups and campaigns
- Full activity history synced across deals, projects, and invoices
Deals
A drag-and-drop kanban pipeline with stage-based forecasting and an AI-generated summary of what needs attention.
- Kanban pipeline — drag deals across custom stages
- Forecasts — weighted revenue projections by stage
- AI deal summary — surface what's stalling and what's closing soon
Projects
Break work into milestones, track progress on a Gantt-style timeline, and start new projects from reusable templates.
- All Projects — budget, status, and owner at a glance
- Templates — spin up recurring project types in seconds
- Milestones & Gantt timeline — visualize dependencies and deadlines
Tasks
Keep every task visible — your own list, your team's board, and workload balance across the whole department.
- My Tasks — a personal, prioritized list synced across every module
- Team Board — a kanban view of what everyone is working on
- Workload — spot overloaded teammates before deadlines slip
Invoices
Create invoices from a shared product library, automate recurring billing, and track what's outstanding at a glance.
- All Invoices — paid, due, and overdue in one list
- Recurring billing — auto-generate invoices on schedule
- Product library — reusable line items with consistent pricing
Team
Invite your team, organize them into departments, and control module-level permissions down to view-only or full access.
- Role-based defaults — owner, admin, and member baselines out of the box
- Departments — group teammates the way your org actually works
- Granular permissions — per-module, per-sub-feature access control
AI Assistant
A conversational assistant that understands your workspace — ask questions, get summaries, and let it take action through function calling.
- Natural-language chat — query contacts, deals, and invoices in plain English
- Function calling — the assistant can create, update, and look up records for you
- Persistent memory — conversations pick up context across sessions