Client CRM
Full client lifecycle management with notes, docs, and smart follow-ups.
Unified Systems
AI-powered operations platform
One Platform to Run Your Business.
Manage compliance, documents, clients, tasks, payments, and operations from one intelligent dashboard.
Compliance Hub
Track licenses, permits, and certifications with expiration alerts.
Document Vault
Secure document storage with structured categories and fast search.
Workflow Engine
Automate repetitive operational tasks and escalations.
Invoicing
Create invoices, collect payments, and track receivables in real time.
AI Assistant
Get operational insights and recommended next steps from your data.
Scheduling
Unified calendar with deadlines, tasks, and meetings in one view.
Analytics
Revenue and compliance KPIs with trend visibility.
Flexible Pricing
Choose the plan that fits your business operations stage.
Starter
$49/mo
Perfect for solo operators and small teams.
- Up to 50 clients
- Document vault (5 GB)
- Compliance tracking
- Basic invoicing
- 2 team members
Professional
$129/mo
For growing businesses ready to scale operations.
- Unlimited clients
- Document vault (50 GB)
- AI Assistant
- Workflow automation
- 10 team members
- Priority support
Enterprise
Custom
For large organizations with custom requirements.
- Everything in Pro
- Unlimited storage
- Custom integrations
- SSO / SAML
- Dedicated CSM
- SLA guarantee