Features Industries Pricing
The All-in-One Business Platform

Enterprise Power, Startup Speed

Everything a Fortune 500 has — built for businesses that move fast.

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Everything Your Business Needs

One platform to run every function of your business. No more juggling tools.

CRM & Sales Pipeline

Track leads, manage contacts, and close deals with an integrated pipeline from first touch to signed contract.

Financial Management

Real-time dashboards, invoicing, accounts payable and receivable, and QuickBooks integration built in.

Project Management

Plan, assign, and track projects with Gantt-style timelines, task boards, and resource allocation views.

HR & Onboarding

Digital new-hire portals, employee profiles, benefits administration, and payroll integration with Paychex.

Legal & Compliance

Manage entities, contracts, compliance calendars, and retainers in one secure legal operations hub.

Estimation & Bidding

Build accurate estimates, generate professional proposals, and track submitted bids through to award.

Document Management

Upload, tag, version, and share documents with cloud storage integration to Dropbox, Google Drive, and SharePoint.

Customer Portal

Branded self-service portal for customers to view invoices, track projects, and submit requests online.

Built For Your Industry

Pre-configured templates with the modules, workflows, and terminology your industry uses every day.

Construction

16 modules included

Estimation, bidding, project management, crews, labor rates, delivery tracking, and purchase orders.

Professional Services

12 modules included

CRM, time tracking, invoicing, project delivery, client portal, and document management.

Retail

10 modules included

Inventory management, POS integration, customer profiles, financial dashboards, and vendor management.

Manufacturing

14 modules included

Purchase orders, vendor management, quality tracking, crew scheduling, and supply chain analytics.

Real Estate

12 modules included

Property management, CRM, document workflows, financial reporting, and legal entity management.

General Business

9 modules included

Core CRM, finance, HR, documents, and analytics. A clean starting point customizable to any niche.

How It Works

Go from sign-up to fully operational in four simple steps.

1

Sign Up

Create your account in under two minutes. No credit card required to start.

2

Configure

Choose your industry template and toggle the modules your business needs.

3

Connect

Link QuickBooks, Microsoft 365, cloud storage, and other tools you already use.

4

Launch

Invite your team, import data, and run your entire business from one place.

Connects With Your Favorite Tools

Seamless two-way sync with the services your team already depends on.

QuickBooks

Plaid

Microsoft 365

Dropbox

Google Drive

SharePoint

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Modules
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Industry Templates
Unlimited
Users
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Platform

Simple, Transparent Pricing

No hidden fees. Scale up or down at any time.

Starter

$99/mo
Per company, billed monthly
  • Up to 5 users
  • 5 core modules
  • 1 integration
  • Email support
  • Custom branding
  • Customer portal
  • Dedicated account manager
Get Started

Enterprise

Custom
Tailored to your organization
  • Unlimited users
  • All 21 modules
  • Unlimited integrations
  • 24/7 phone support
  • Custom branding
  • Customer portal
  • Dedicated account manager
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