Industry Solution Packs Available

Multi-entity organizations

Each company keeps its records; owners see across all of them.

Get started Apply for a pilot
All companies
Owner view · Marisol Quenneville
  • Brindlecrest Builders4 open projects
  • Larkhollow Mechanical2 open projects
  • Calder Yard3 open projects
Illustrative, fictional data.

Configured for organizations with several companies

  • CRM. Each company keeps its own customers, people and history.
  • Roles & permissions. Staff work inside their company; owners see across all of them.
  • Projects & tasks. Work that spans companies runs as one project, with owners in each.
  • Meetings & notebooks. Leadership meetings are captured and tied to the company they concern.
  • Assistant. Ask where things stand at one company. The answer cites its source.

In every pack

  • CRM
  • Projects & tasks
  • Files
  • Chat
  • Meetings & notebooks
  • Assistant that cites its source
  • Roles & permissions

Everything that's included

Pricing
$69per seat / month

3-seat minimum, billed monthly.

  • Every module, every seat
  • Standard setup included: about 3 hours with a person in your first month, importing your data and getting your team working in it
  • Free external guests
  • Assistant usage pooled across your team
  • Export your data any time

Founding 100: your price is locked for 24 months.

Get started
30-day pilot
  • We set it up with you, around one part of your operation.
  • A person checks in every week, not a drip campaign.
  • At day 30, you decide.
Apply for a pilot