CRM
Chat Agents
Projects Documents
Portfolio Pages
Invoices Expenses Tax Plans
Phone Meetings Recording Inbox Chat Campaigns
Calendar Analytics
Users Permissions
Alerts

    CRM

    Contacted

    Activity

    Added

    Name

    Company Contact Title Status Location Email LinkedIn Web Last contacted Actions

    Agents

    Result

    Agent Site When Open

    Inbox

      No messages yet. Hit Sync.

      Newest first. Expand older messages when needed.

        Select a thread on the left.

        Analytics

        –

        Daily visits

        Date Sessions Visitors Page views Source IP Location

        Sessions

        0
          Top referrers (Today)
          Top countries (Today)
          Live REC Select a session 0:00
          ▶ Select a session to watch the recording
          Session details
          
                                              
          Embed code
          
                                              

          Chat history

          Visitor widget conversations for this site. Open to reply, or delete a thread and its messages.

          Visitor Contact Last message Status When
          No conversations yet.

          Per-site colors for the visitor chat bubble and panel. Use #hex or rgb(59, 130, 246) / rgb(23%, 51%, 96%).

          Chat Preview
          Hi — need help?
          Yes please
          Type a message…

          Users

          Name Email Role Company Team Status Actions

          Permissions

          Enable or disable modules for each company. Changes save immediately. Company users only see what you turn on.

          Tag project context

            Projects

            Name Assigned Priority Deadline Status Client Budget Revenue Actions

            Documents

            Title Type Sharing Updated Actions

            Document

            Campaigns

            Campaign Platforms Status Updated Actions

            Campaign

            Portfolio

            Title Client Status Updated Actions

            Pages

            Site pages CMS is next. Portfolio is available now.

            Email signatures

              Signature

              Email templates

                Meetings

                Title When Invitees Invite Updated Actions

                Phone

                Phone

                Recording

                New

                Title Duration Size Created Actions

                Play

                Calendar

                Starts
                —
                Ends
                —
                Invitees
                —
                Meeting Link
                Join Meeting

                Invoices

                Client Invoice number Invoice date Status Sent on Actions

                Expense

                Plans

                Starter

                $49/mo

                • CRM and calendar
                • Projects and documents
                • 1 workspace

                Most used

                Growth

                $99/mo

                • Everything in Starter
                • Ai, meetings, and inbox
                • Team workspace

                Scale

                $149/mo

                • Everything in Growth
                • Analytics, recording, and agents
                • Priority support

                Tax

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                Add expense (manual)

                Transactions

                Account

                Your name appears in Chat, CRM, and the nav avatar.

                Legal entity details for tax, expenses, and invoicing.

                Calendar availability

                Controls public booking slots on /calendar.

                Working days
                Working hours
                to

                Lead

                Company
                VAT ID
                Contact
                Title
                Email
                Status
                Location
                LinkedIn
                Web
                Last activity
                From
                To
                —
                Template
                Insert
                AI email assistant

                Draft preview

                
                                                    

                Research chat

                No research yet. Find contacts hunts LinkedIn for Patient Solutions / DCT / eCOA buyers — or ask your own prompt.

                Replying

                Phone

                Activity on this lead — newest first.

                  No activity recorded yet.

                  New lead

                  Fill in what you know — you can edit later.

                  New campaign

                  Set goals and platforms — then generate Instagram, LinkedIn, and X drafts.

                  Platforms

                  New meeting

                  Create a room, then share the invite link.

                  Join

                  Meeting

                  Title
                  When
                  Host
                  —
                  Created
                  —
                  Invite link
                  Open Room

                  Invite

                  Team members

                  Link a project

                  Invite user

                  We'll email them a link to set their password.

                  New company

                  Tenant for CRM users and shared data.

                  New team

                  Group people within a company.

                  New channel

                  Shared with everyone on the project.

                  Project

                  New project

                  Fill in what you know — you can edit tasks and details after saving.

                  New section

                  Sections are board columns (e.g. Backlog, In Progress). Projects and tasks move between them.

                  New task

                  Pick a project, then set title, assignee, and section. Filter the board to one project to manage tasks in columns.

                  Invoice

                  Add event

                  Start
                  End

                  Sign In

                  Use your admin email and password.

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                  Live chat

                  esc

                    Type to search leads, projects, invoices, and modules.