AI Agents

Scope changes signed in 60 seconds

• Voice-to-change-order in seconds
• Client e-sign via SMS link
• Timestamped photo documentation

Keep company secrets out of AI chatbots

• Auto-redact secrets in real-time
• 15-min browser extension setup
• Usage dashboard with leak reports

Lifecycle campaigns that build themselves

• Plain English automation builder
• Visual workflow editor
• One-click Mailchimp migration

Financial reports you can actually trust

• Natural language report builder
• Full audit trail on every number
• Board deck templates

CRM automations that set themselves up

• Pre-built sales playbooks
• Auto-generated email sequences
• Plain-English trigger rules

Your tools, one CRM, zero setup

• Stripe / Gmail / Slack sync
• Pre-mapped fields, zero config
• Unified customer timeline