Your agency'scentral nervous system.
Pipeline, tasks, clients, and invoicing in one workspace built for small ops-heavy teams. Stop paying for five tools that almost talk to each other.
One workspace. Six tools you stop paying for.
Built for agencies that juggle leads, projects, billing, and client comms. Everything shares the same data model — your pipeline, tasks, and invoices actually know about each other.
Opportunity pipeline
A Kanban board for every lead — value, priority, follow-ups, and stage progression. Convert won deals into clients with one click.
Tasks & tickets
Assign work, track status, and surface blockers. Threaded comments per ticket so the context stays where the work happens.
Client workspace
Every client gets a home: agreements, payments, enrollments, documents. No more hunting across Drive folders.
Quotes & invoicing
Build invoices and quotes inline, export branded PDFs, track what's paid. Skip QuickBooks for routine billing.
Threaded comments
Real-time discussion on every entity — leads, tickets, clients — with reactions and file attachments. Built-in, not a Slack plugin.
Real-time notifications
Mentions, assignments, status changes — pushed live to your team via Supabase realtime. No refresh required.
Why not just use the tools you already have?
Because stitching five SaaS subscriptions together with Zapier isn't a system — it's tax. Here's how we differ from the ones you're probably comparing.
vs. HubSpot / Pipedrive
They sell you CRM, then upsell ticketing and invoicing. We ship one workspace where leads, tasks, and invoices live together by default.
vs. Notion / ClickUp
Generic tools you have to bend into an agency shape. We're purpose-built for ops teams — opportunity stages, client agreements, and invoice flows are first-class.
vs. Bonsai / HoneyBook
Designed for solo freelancers. We're built for teams: roles, real-time collaboration, and comments threaded into the work itself.