Everything you need. Nothing you don't.
Replace HoneyBook, Dubsado, Calendly, and 5 other tools with one AI-powered platform.
Client Management
Complete CRM with profiles, tags, custom fields, notes, and status tracking. Know everything about every client at a glance.
Contracts & E-Signatures
Create, send, and sign contracts electronically. Pre-built templates for coaching, consulting, and service agreements. Legally binding with timestamp and IP logging.
Proposals & Packages
Build proposals that combine your service packages, contract, and payment into one seamless flow. Clients view, sign, and pay in a single experience.
Forms & Questionnaires
Drag-and-drop form builder with conditional logic. Intake forms, discovery calls, feedback surveys — or let AI generate them for you.
Scheduling & Booking
Set your availability, share your booking link, and let clients book directly. Supports recurring sessions, buffer times, and cancellation policies.
Invoicing & Payments
Professional invoices with line items, tax, and discounts. Auto-generate from proposals. Accept credit cards and ACH. Automated reminders for overdue payments.
Workflow Automation
Visual workflow builder with triggers and actions. Automate onboarding, follow-ups, and payment collection. Pre-built templates to get started instantly.
Email & Messaging
Built-in email composer with templates and variables. Threaded messaging with clients through the portal. Track opens and delivery.
Document Management
Secure file sharing between you and your clients. Organize by client and category. Upload contracts, receipts, session materials, and more.
Pipeline & Kanban
Visualize your client pipeline with customizable stages. Drag-and-drop cards, see revenue per stage, and take quick actions from any card.
Time Tracking
Start/stop timer or log hours manually. Link billable time directly to invoices. Generate time reports by client or date range.
Telehealth & Video Calls
Built-in video calls launched from any appointment. AI-powered recording and transcription with automatic session note generation.
Programs & Courses
Create multi-week coaching programs with modules, lessons, and assignments. Track client progress and drip-release content on schedule.
7 AI Tools
AI-generated intake forms, session summaries, follow-up messages, proposals, contracts, emails, and daily action plans. No other platform offers this.
Dashboard & Analytics
Revenue charts, client metrics, upcoming sessions, overdue invoices, and an AI-powered daily action plan — all on one dashboard.
Mobile App
Full-featured iOS and Android app. Biometric login, push notifications, document scanning, and complete feature parity with the web app.
Ready to streamline your business?
Start your 14-day free trial. No credit card required.
Enterprise-grade security
Bank-level AES-256 encryption. Row-level security on every database table. SOC 2 compliant infrastructure. Your data is encrypted at rest and in transit. We never share or sell your information.