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Product

Eleven functions.
One client record.

A prospect becomes a client, a scope becomes a contract, a signature becomes a project, and the project invoices itself. Nothing is re-entered between those four steps.

Inside the product

Client record
Northline Dental Group
Retainer · activeAM · Dana R.Renews Mar 1
$6,400/mo
MRR · 14 months tenure
Lifetime
$89,600
Margin
62%
Hours MTD
41.5
Open invoices
1
Everything attached to this client
Retainer — SEO + paid socialSigned Jan 2
Scope change — landing pagesAwaiting signature
Project — Q1 campaign14 of 22 tasks
Invoice #1184Paid Feb 3
Dashboard — liveShared with 2 people
Connected accounts
Google AdsLive
Meta AdsLive
GA4Live
Search ConsoleLive
QuickBooksSynced

Real screens with real agency data shapes — not an idealised empty dashboard.

What you get — everything shipped today

  • CRM

    Every client, what they pay, who owns them, and what is at risk.

  • Pipeline

    Deals with real amounts, owners, and actions steps to close.

  • Contracts, e-sign, & payment

    Priced from your own catalog, signed and paid in the same window.

  • Project management

    Projects open themselves the moment the contract is signed.

  • Analytics reporting

    Connected ad and analytics accounts, reported on your schedule.

  • Business intelligence

    Revenue, margin, and utilization without a spreadsheet or an analyst.

  • AI automation

    Agents that do the work an agency used to hire a dedicated full-time position for.

  • Tools

    AI visibility, SEO sitemaps, keyword tracking, rank reports, competitor analysis.

  • QuickBooks & Stripe

    Invoices out, payments in, reconciled without re-entry.

  • MCP connections

    Your book of business exposed to any Claude account you already use.

  • Native Google Workspace

    Gmail, Drive, and Calendar attached to the client record — not a plugin.

  • Native Microsoft 365

    Outlook mail, Calendar, and OneDrive on the same record. Whichever your team runs.

  • See it on your book60 minutes, your clients, every question answered →