AI-Powered CRM & Operations Hub
A next-generation business OS built for agencies and service companies drowning in disconnected SaaS tools. The platform centralizes client relationship management, project tracking, task workflows, invoicing, and payments — then layers generative AI on top to automate routing, forecasting, and billing.
💡Problem & Solution
Service businesses juggled Slack, Trello, Salesforce, and QuickBooks simultaneously, causing unbillable hours to fall through the cracks and client risks to go undetected until churn. Manual invoice generation and payment reconciliation added hours of overhead per week. This platform solves the tool fragmentation problem by building a unified workspace where every client, project, task, and payment is interconnected. When a task milestone is marked complete, the system automatically calculates logged hours, generates a branded PDF invoice, sends it via email, and tracks the Stripe payment intent — with zero manual steps. AI agents parse incoming client emails, scope the work, create sub-tasks, assign them to engineers, and predict billing hours before a human even reads the message.
📦Modules
🔌Integrations
🧩Tech Stack
✅Key Features
- AI agent that auto-routes client emails to tasks and predicts billing hours
- Kanban and Gantt project views with milestone tracking
- Hourly time logging tied directly to invoice generation
- One-click Stripe payment collection with auto-reconciliation
- Client sentiment tracking and churn risk flagging
- Role-based access for Admins, Project Managers, and Clients
- PDF invoice generation on task completion
- Real-time collaboration comments on tasks
- Scheduled report generation and email delivery
At a Glance
- Category
- Enterprise Operations & AI
- Modules
- 7
- Integrations
- 4
- Key Features
- 9
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