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Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Drag-and-Drop Kanban

Configurable columns per status, card previews with assignee/priority/due date, and drag-drop updates across boards.

Interactive Gantt Charts

Timeline view with task bars, dependency lines, critical path highlighting, drag-to-reschedule, and cascade date updates.

Sprint & Iteration Management

Sprint backlog from kanban, sprint planning, velocity tracking, burndown charts, and retrospective notes.

Workload & Capacity View

Per-member capacity planning across all projects showing allocated vs available hours with overallocation warnings.

Portfolio Dashboard

Multi-project roll-up view with health status (on track/at risk/behind), progress bars, budget summary, and owner filtering.

Task Automation Rules

When-then rules -- 'when completed, assign next dependent task' -- with triggers on status, assignee, and date changes.

One-Click Tracking

Start and stop timers with a single click from any device.

Timesheets

Automatic timesheets with approval workflows and export options.

Project Billing

Track billable hours and generate invoices based on time entries.

Productivity Reports

Analyze how time is spent across projects, clients, and team members.

Visual Email Builder

Drag-and-drop block editor with text, image, button, columns, social, and header/footer blocks -- with desktop/mobile preview and save-as-template.

Landing Page Builder

Section-based page builder with hero, features, CTA, testimonials, and form sections. Publish to a public URL with conversion tracking.

Signup Forms & Embeds

Embeddable signup forms with custom fields, styles, double opt-in, and auto-add to lists or segments.

Link Click Tracking

Wrap links in tracking redirects, record per-contact click data, and visualize click maps with per-link counts and CTR in campaign reports.

Subscriber List Management

Create and manage subscriber lists with CSV import/export, bulk unsubscribe, list-level opt-out tracking, and duplicate detection.

SMS Opt-In Management

Manage SMS opt-in lists with consent date/source tracking, double opt-in flow, opt-out keyword handling, and TCPA/GDPR compliance audit log.

Multi-Platform OAuth Publishing

Securely connect Twitter/X, Facebook, Instagram, LinkedIn, TikTok, YouTube, and Threads via OAuth 2.0. Publish to all platforms simultaneously with platform-specific content validation and character limit enforcement.

Content Calendar with Drag-and-Drop

Visual monthly calendar with color-coded posts by status (draft, scheduled, published, failed). Drag posts between dates to reschedule instantly. Filter by platform to focus your view.

Unified Social Inbox

Every comment, mention, DM, and review across all platforms in one split-view inbox. Filter by type, platform, and status. Reply inline, assign to team members, and mark resolved -- never miss an engagement opportunity.

Platform-Specific Previews

Preview how your post will appear on each platform before publishing. Real-time character counts per platform (Twitter 280, LinkedIn 3000, Instagram 2200) with over-limit warnings.

AI-Powered Captions

Generate platform-optimized captions with tone selection (professional, casual, witty, inspirational). Smart hashtag suggestions based on content and trending topics.

Post Management

Full post lifecycle: create, edit, schedule, publish, and archive. Search and filter by status, platform, or content. Cross-app actions to Marketing campaigns, Docs, and Analytics.