Built for agencies & professional services

The operating system
for your agency

Tickets, time tracking, invoicing, CRM, retainers, and an AI coding agent on every ticket — unified in one multi-tenant platform. From first client inquiry to paid invoice.

Deliver client work

Ship tickets, track time, get paid

Ticket inbox

Inbound email becomes tickets with assignment, status tracking, @mentions, and thread replies.

Time tracking

Timer and manual logging per project or ticket — flows straight into invoices.

Estimates → Invoices

Send branded estimates, convert to invoices in one click, collect via Stripe Connect.

Meetings + AI summaries

Record client calls via Recall.ai and get searchable transcripts and summaries.

Client portal

Clients open tickets, view projects, and chat with an account assistant — no extra logins to manage.

Tasks board

Kanban with bulk actions, project filters, and notes on every card.

Run the agency

Pipeline, retainers, and financials

CRM + lead enrichment

Pipeline from first contact to won deal. CSV import, follow-up reminders, and Apollo + Hunter enrichment.

Retainers + auto-invoicing

Recurring revenue on autopilot — monthly retainers generate and send invoices on schedule.

My Money dashboard

Day-by-day revenue, consultant payments, per-project rates, and outstanding invoice tracking.

Referrals & finder fees

Track who referred whom and what you owe when a deal closes.

Insights

Revenue, utilization, lead time, and runway — the numbers an agency owner actually needs.

Roadmap timeline

Gantt-style view across all projects so you can see what's shipping when.

AI-native

Turn client tickets into shipped PRs

Agency plan pairs your entire workspace with Cursor-driven automation, RAG intelligence, and an MCP server your team already uses.

AI coding agent on every ticket

Cursor SDK spins up on a ticket, reads the context, and opens a PR — you review and merge.

Intelligence (RAG)

Chat grounded in your workspace — tickets, meetings, projects, and clients, not generic web answers.

MCP server

Plug your workspace into Cursor, Claude, or any MCP client and read live agency data.

GEO campaigns

Track how AI engines describe your clients' brands with on-demand probes and trend reports.

Integrations

StripePostmarkRecall.aiSlackGitHubApollo.ioHunter.ioCursor / MCP

Simple, honest pricing

Everything your agency needs. Cancel anytime.

Starter

Bill clients & ship work — without the overhead

$29/mo

1 seat included

Pro

Run a real agency — pipeline, retainers, and financials

$79/mo

3 seats included

Most popular

Agency

Add an AI coding agent to every ticket

$179/mo

5 seats included