Our Products
Three powerful tools, one unified platform for professional services firms
Key Features
AI Email Outreach
Automated lead creation with personalized AI-generated drafts
Contact Management
Find existing contacts and new potential contacts via data sets like Apollo.io in one place with intelligent filtering
Document Generation
AI-powered proposal and document creation with company branding
CRM Management
Full pipeline management
Key Features
Deliverable Tracking
Priority-based tracking with subtasks and file attachments
Calendar Integration
Automatic Outlook calendar sync for all team members
Workload Forecasting
Projected busyness calendar with effort-based calculations
Team Management
Multi-person assignments by trade (HVAC, Electrical, Plumbing)
Key Features
Billing Forecasts
48-month spreadsheet-style forecasting with status tracking
Financial Dashboards
Company-wide analytics with revenue, profit, cash flow tracking and more, with AI integration for data aggregation and projections
Project Analytics
Multiplier calculations, profitability analysis, and aging reports
PM Reports
Project manager-level aggregations with custom AI-generated invoice follow-up emails