An easier first session
A first-session checklist now connects your first client, deal and next action. Next: observe real agency onboarding and make it easier.
WHERE WE’RE HEADING
One useful thing
at a time.
This is our current direction, not a list of promises. We’ll keep it small and change it when we learn something.
Building/ 2
The first paying teams
A billing preview is available. Checkout, trials and payment recovery are being tested in a sandbox; final pricing and the first paying pilot teams are still ahead.
Planned/ 0
Exploring/ 2
Capture the conversation
Find out whether pilot teams need automatic email capture before deciding what to integrate.
What comes after CRM?
Quotes and projects are possibilities. Retained customers will help decide.
Already in your workspace.
Find the context. Keep the next promise.
Workspace search reaches older notes. Task date views, quick rescheduling, clients needing attention, and a shared activity feed keep follow-ups visible.
The first client handoff
Add a client, give the next action an owner, and let a teammate pick it up.
A home for the journey
A public website, roadmap, and honest updates from the beginning.
Bring your existing contacts
CSV mapping, a preview before import, clear duplicate handling, and a complete JSON workspace download.
Deals and dependable reminders
Five deal stages, linked next actions, currency-aware estimates and optional daily due/overdue emails in your workspace’s time zone.