Clients & Business

CRM, onboarding, sequences, builder, finance, inventory, and add‑ons.

Clients & Business

Everything you need to win, onboard, deliver, and retain customers — without stitching tools together.

How it works

Built to keep context connected — so work moves forward without tab switching.

CRM that connects to delivery

Move from lead → onboarding → project → renewal without losing context.

  • Pipelines + stages
  • Client profiles with full activity
  • One click: create projects & tasks
CRM that connects to delivery

Onboarding & sequences

Standardize onboarding and automate follow‑ups.

  • Guided onboarding checklists
  • Sequences for outreach & nurturing
  • Triggers for hand‑offs
Onboarding & sequences

Business tooling

Finance and inventory features built into the OS (no tab switching).

  • Finance tracking
  • Inventory & add‑ons
  • Reports across clients & operations
Business tooling

Related modules

Keep exploring the connected OS.

Clients & Business

CRM

Client records that include the whole story.

Clients & Business

Onboarding

Repeatable onboarding experiences for every client and teammate.

Clients & Business

Sequences

Automated outreach and follow‑up that feels personal.

Clients & Business

Builder

Design workflows, portals, and web elements — fast.

Clients & Business

Finance

Track financial operations inside your OS.

Clients & Business

Inventory

Know what you have and what’s next.

Clients & Business

Add‑Ons

Extend the OS with modular capabilities.