Do more work with less actions, applications, and complexity through automation and workflow

Grow and scale your operations with efficiency through workflow, automation, transparency, and simple tools for you and your team

ALL IN ONE WORKFLOW MANAGEMENT SOLUTION TO CLOSE REVENUE, MANAGE ENGAGEMENTS, ONBOARD AND SUPPORT CUSTOMERS

Enable your team to have visibility and transparency across your company to collaborate intelligently

Implement workflow, automation, and assignments to allow you and your team to see all work that needs to be performed for transparency and to make sure nothing is missed.

Connect projects, checklists, support tickets, tasks, and files to see all work actions easily

Link key components of your process and workflows to simplify tasks to be completed ensuring that nothing is missed and work is done efficiently.

Measure and track your objectives, goals, and targets to achieve optimal productivity

Use performance management goals, SLAs, and deadlines to track performance and align to internal initiatives and to deliver for your customers and clients.

USE AN ALL-IN-ONE SOLUTION TO MANAGE YOUR END TO END OPERATIONS

 offers a streamlined workflow automation solution tailored for consultants and service-based companies and teams. Use a simple CRM, customer onboarding templates, project management templates, helpdesk ticketing, resource scheduling, file storage, and communication—all in one platform. With easy deployment and customization within an hour, no task requires more than five clicks. Designed with non-technical business leaders and teams in mind, it's the ultimate solution for efficiency.

WORKFLOW AUTOMATION

Use automated rules with templates to quickly streamline actions, tasks, and notifications within your team and customers

PROJECT MANAGEMENT

Manage your customers engagements using tasks, time tracking, approvals, conditional logic, escalations, and share with your customer

HELPDESK AND CSAT

Track and respond to customer questions and requests to measure customer satisfaction

TASK MANAGEMENT

Assign your team and your customers tasks to complete objectives in a collaborative way

AI PROPOSAL BUILDER

Create proposals for prospects or current customers utilizing AI to drive revenue

CRM AND INVOICING

Use a simple CRM to manage your leads, pipeline, invoice, and see a full lifecycle of your customers

RESOURCE SCHEDULING

Assign work to team members who have available hours based on current or upcoming work

FILE STORAGE

Securely allow customers to upload, retain, and file documents to be shared between your customer and your team

MANAGEMENT VISIBILITY

Allow your executive team and management to know the health of all customers at any time