Industry Solution Packs Available

Professional services & agencies

Clients, projects and files, with free guest access for clients.

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Pellford Medical Group
Client · Owner M. Trevino
Active project
Website refresh
Next deliverable
Draft review, Tue
Client guests
2
Last meeting
Oct 16
Proposal v2.pdfChat: #pellfordKickoff notes
Illustrative, fictional data.

Configured for professional services and agencies

  • CRM. Each client is a record, with every project, file and conversation attached.
  • Projects & tasks. Engagements run as projects, with deliverables, owners and due dates.
  • Files. Drafts and deliverables live on the client they belong to.
  • Roles & permissions. Clients join as free external guests; roles decide what each person can see.
  • Meetings & notebooks. Client meetings are captured and tied to the client record.
  • Assistant. Ask where a project stands. The answer cites the tasks and notes behind it.

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.
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