Features
Available now
- Business builder
- Guided questions from customer problem to price, with an assumption register, interview questions, demand test, unit economics, sales-page outline and seven-day plan.
- Leads and deals
- Contacts with duplicate protection, a five-stage pipeline, follow-up dates, logged calls, meetings and notes, stage history and CSV export.
- Clients and projects
- Won deals become planned projects automatically. Tasks on a board, assignments, delivery records and a results review.
- Team and client access
- Invite links that expire, owner/admin/editor/viewer roles, and client access that only shows shared projects and messages.
- Simple store
- Digital products and services, external checkout, payment confirmed only by your provider's signed message, and delivery to paid buyers.
- Content planner and money log
- A content calendar from idea to published, and a manual income and expense log with honest labels.
- Daily follow-up sweep
- Every day, due follow-ups become tasks and won deals become projects. Running it twice never creates duplicates. It sends nothing.
Planned — not available yet
- Built-in AI drafting (until then, a copyable brief for your own Claude or ChatGPT account)
- Sending email campaigns and follow-ups
- Team and Agency plans with multiple client workspaces
- Shopping cart, discount codes, inventory, tax and shipping
- Automatic social media publishing
We add a feature to "Available now" only after its full workflow is built and tested.