One platform for the work behind your business
Bring your pipeline, projects, clients, schedules, contracts, invoices, and reporting into one connected workspace.
Total Revenue
$128,450
Active Leads
24
+6 newClosing Rate
72%
Target: 60%12% above threshold
Pipeline Distribution
Q2 Fiscal Year 2026
April 2026 Schedule
Next 14 days of deliverables
Project Spotlight
Modern Office Build
Phase: Construction
48% Complete
Recent Activity
New lead added
1h ago
Proposal sent to client
3h ago
Payment received
1d ago
Schedule updated
1d ago
Eight systems.
One workspace.
Each capability is built to work on its own and even better together.
Pipeline Management
Track every lead, deal, and conversation. Full funnel visibility from first touch to close.
Client Management
A clean record for every client — projects, contacts, communication, and history in one place.
Projects & Tasks
Plan work, assign owners, set deadlines, and ship on time without juggling spreadsheets.
Estimates & Contracts
Build, send, sign, and store — proposals and contracts move with the deal.
Scheduling
Day, week, and month views for project tasks, deliverables, and client appointments.
Financials
Revenue, invoices, payments, and project value — tracked in real time.
Reporting
Clear dashboards across pipeline, projects, and revenue. No spreadsheet gymnastics.
QuickBooks Sync
Two-way sync for customers, estimates, invoices, and payments.
From lead to payment, in one flow.
Lead
Capture and qualify.
Estimate
Quote and track.
Contract
Send and sign.
Project
Deliver and schedule.
Invoice
Bill and collect.
Right view for every role.
Owners see the whole business. Sales focuses on the pipeline. Project teams live in the schedule. Permissions keep it clean.
- Owner — revenue, pipeline, project health
- Sales — leads, deals, conversion metrics
- Project — tasks, schedule, daily logs
- Finance — invoices, payments, QB sync
Accounting stays in sync, automatically.
Customers, estimates, invoices, and payments flow both ways. Stop the double entry.
Ready to see it in action?
Get set up in minutes. Free for as long as you need to evaluate.