Sales.
The coordinator who chases every lead.

A sales pipeline (where every deal stands) that surfaces quiet leads, tracks every proposal and drafts the first version of the next one.

In your starting package

Nothing leaves without your approval. Anything the AI drafts waits as a card in your approval queue until you tap approve.

01 / Sales

CRM (your customer list)

What it does: A pipeline board and contacts list, with follow-up emails drafted automatically when a lead goes quiet.
How it helps you: Leads stop going cold because you were busy that week. Stages, fields and tags are edited in the app, so the pipeline matches how you actually sell.
How it works: A lead that sits longer than its stage allows surfaces on its own. A daily job drafts follow-ups for the quietest ones into your approval queue, to send from your own mailbox. Marking a lead won creates the client and the project together.

02 / Sales

What it does: Reports conversion, pipeline value, where leads came from and why deals were lost, all computed from your pipeline.
How it helps you: You can see which sources deserve more of your time and why deals are really being lost, instead of going on impressions.
How it works: Every figure comes from your own customer records for the period you choose. Won and lost follow the stage type, so renaming a stage never breaks the numbers. One-time and recurring amounts are kept separate.

03 / Sales

What it does: Tracks every proposal, whether the prospect opened it and how many times, and gives them a link to accept.
How it helps you: You stop guessing whether a proposal was read. One that goes quiet produces a drafted follow-up instead of being forgotten.
How it works: Sending is two steps, preview then confirm, and it goes from your own mailbox. The link counts views and ignores your own. Accepting creates the client and the project.

04 / Sales

What it does: Turns notes, a call transcript or an uploaded brief into a drafted proposal built from your own knowledge base and service list.
How it helps you: The first draft stops being the bottleneck. Anything that was never discussed is marked as a gap rather than invented, so you spend your time correcting facts instead of hunting for fiction.
How it works: It picks services from your catalogue so your scope wording is used as written. Anything your knowledge base can’t support becomes a visible gap, and the proposal can’t be sent while a gap remains.

Every section is configured to your business, accounts and wording. Your written scope confirms exactly which sections and connections are included.