Manage every client.
Grow every business.

Give every client an AI growth team that captures leads, answers calls, follows up, and prepares appointments—while your agency sees every action and result in one place.

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AI TOOLS FOR EVERY STAGE

Build your AI growth team.

Start with the workflows your team needs most. Add specialized assistants as your agency grows—all connected to the same clients, conversations, approvals, and history.

PLANNED

AI Receptionist

Captures caller details, answers routine questions, and prepares appointments for your team.

PLANNED

Lead Scout

Finds and organizes prospects by service area, fit, and opportunity before outreach begins.

PLANNED

Follow-Up Assistant

Prepares timely email and SMS follow-up using each client’s offer, rules, and conversation history.

PLANNED

Reputation Assistant

Organizes feedback and drafts thoughtful review responses for human approval.

PLANNED

Content Assistant

Plans on-brand social content across every business you manage with clear approval steps.

PLANNED

Reporting Analyst

Turns calls, leads, campaigns, and appointments into client-ready summaries and next actions.

Roadmap preview: specialist cards describe planned modules, not released autonomous workers.

SEE THE CONNECTED WORKFLOW

From first message to booked next step.

See how one connected workspace can capture an inquiry, keep the conversation moving, prepare a booking, and make the outcome visible to your team.

Faster follow-upKeep the next action visible.

Fewer missed handoffsConnect every owner and status.

Clearer client proofTrace activity to outcomes.

Open interactive previewReal walkthrough video coming after the first complete workflow

This visual shows the current product direction. Some screens and automations are in preview or planned and may change before release.

ONE CONNECTED CLIENT JOURNEY

Everything you need, in one place.

Follow every opportunity from discovery to conversation, booking, delivery, and reporting from one organized system.

Find demand

Discover the right opportunities

Lead discoveryIN PREVIEW

Organize prospects by fit, location, and opportunity.

Local visibilityPLANNED

Track the signals that help local businesses get discovered.

Websites and formsPLANNED

Turn visits into clear contact records and next steps.

Social campaignsPLANNED

Plan awareness content across the brands you manage.

Win the next step

Move conversations forward

AI receptionPLANNED

Capture details, qualify inquiries, and prepare appointments.

Multi-client CRMIN PREVIEW

Keep every contact and conversation in the right workspace.

Unified conversationsPLANNED

Connect calls, email, SMS, forms, and website messages.

Follow-up automationPLANNED

Coordinate reminders, assignments, and approvals.

Keep and prove value

Show the work and the outcome

ReputationPLANNED

Organize review requests, feedback, and response approvals.

Client portalCONCEPT

Give clients a clear place for updates and approvals.

Client reportingIN PREVIEW

Connect activity to conversations, bookings, and progress.

Campaign deliveryPLANNED

Track content, promotions, approvals, and outcomes.

SEE THE WORK HAPPEN

One lead. One connected journey.

Follow a sample opportunity from discovery to conversation, booking, and client-ready reporting without losing context between tools.

Lead discovery

68 businesses match this client

Results are organized by fit, location, and opportunity so your team starts with the right prospects.

Your team can review, approve, pause, or take over.

Northwind HVAC

Qualified prospects

Filter

BusinessOpportunityFit

HHarbor DentalReviews + missed calls94%

BBrightway RoofingSlow lead response91%

CCedar Auto CareLocal visibility88%

AAlpine WellnessFollow-up gap84%

Sample view: 12 high-priority opportunities are ready to review.

CLIENT PORTAL • PLANNED

The place clients go to see progress.

A planned client-facing workspace for updates, approvals, conversations, and performance reporting—without another spreadsheet or status chase.

See what changed
Approve what happens next
Understand the outcome

Open agency preview Help shape the portal

Northwind HVAC client viewSAMPLE DATA

July overview

Here’s what moved forward

Last 30 days

New leads42Across four sources

Conversations31Connected to contacts

Appointments12Next steps prepared

Customer activitySample trend

CLIENT ACTION

Three items need approval

Review the campaign, follow-up message, and next report.

Review queue

Call outcomeAppointment prepared

ReputationResponse ready to approve

INTEGRATION ROADMAP

Designed to connect with the tools your team already uses.

Bring email, calendars, phone, payments, social channels, websites, and existing CRMs into a more connected workflow as integrations are released.

Email + calendarsInbox, scheduling, and follow-up

PLANNED

Phone + messagingCalls, SMS, and conversations

PLANNED

Social channelsPublishing, messages, and insights

PLANNED

Websites + formsLeads, chat, and business data

PLANNED

Commerce + paymentsPurchases, billing, and triggers

PLANNED

CRM + sales toolsContacts, pipeline, and ownership

PLANNED

Analytics + reportsPerformance and client proof

PLANNED

Workflow connectorsEvents, actions, and data sync

PLANNED

Roadmap preview. These categories do not represent live integrations or official partnerships yet.Help prioritize connections

REAL GROWTH DESERVES REAL PROOF

Customer stories will come from real work.

We will publish results only after real agencies test the product and approve their experiences. Until then, the homepage shows exactly what the pilots are designed to measure.

Response speedPilot data coming after verification

Qualified conversationsPilot data coming after verification

Appointments createdPilot data coming after verification

Hours of repeat work reducedPilot data coming after verification

ILLUSTRATIVE EARLY ACCESS CONCEPT

FOUNDING PARTNER PROGRAM

Help build the platform agencies have been waiting for.

Early agencies will test real workflows, share honest feedback, and help decide what ships next.

See features early Shape priority workflows Receive guided onboarding

Explore early access preview

FREQUENTLY ASKED QUESTIONS

Clear answers before you commit.

The product is being built in stages. These answers separate the current preview from the planned SaaS so you always know what is ready.

Open product preview

What is an AI CRM for agencies?

An AI CRM for agencies combines client management, lead tracking, communication, automation, and reporting in one platform. Each business has a separate workspace, while the agency gets one view across every account.

Can I manage multiple client accounts?

That is the core of the product design. Each client workspace keeps contacts, conversations, campaigns, settings, and activity separate while agency users move between accounts and review progress.

What will the AI Receptionist do?

The planned AI Receptionist can answer inbound calls, handle routine questions, capture and qualify leads, prepare bookings, create transcripts and summaries, and hand a conversation to a person when needed.

Are the integrations live today?

Not yet. The integration section shows the connection categories on the roadmap, not a claim that every integration is already available. Working connections will be labeled as they are released and tested.

Do customers need ChatGPT or an OpenAI API key?

No. Customers will create a normal product account. AI usage will run securely through the platform according to plan limits, so customers will not connect a ChatGPT subscription or provide an API key.

Is the complete SaaS available today?

This is an early product preview. The interface and core workflows are being built now, and modules will be released in focused stages rather than being presented as finished before they are ready.

READY TO SEE THE DIRECTION?