The same system underneath, described in the language of your work. We hardened it in healthcare first, where records must be spotless and private, so whatever your trade, the strict standard is the one you inherit.
A CRM built for clinics and private practices: spotless patient-adjacent records, an AI assistant that works inside your own workspace, and billing next to the relationship. Not an EHR.
Explore → Law, accounting, and consultingA CRM for law, accounting, and consulting firms: clean client records, matters and engagements shaped your way, an AI assistant on real documents, and invoicing built in.
Explore → Agencies, studios, and freelancers scaling upA CRM for agencies and studios: pipeline, clients, retainers, and invoicing in one system — with an AI assistant handling the follow-ups you never get to.
Explore →Not listed? The system is built broad — book a walkthrough and we'll show you it on your work.
Import your spreadsheet or old CRM and be working in it the same afternoon. Free plan, no card.
Tell us about your team and we'll come back within one business day.
We'll email you within one business day with a few times that suit you.