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Client-based social calendars with separate creation and review access

Client workflows built from reusable action templates

Advisor CRM connecting client communication, meetings and policy context

Real-estate CRM with transaction checklists and client updates

Deliver branded client dashboards and multi-page marketing reports.

Client revenue system for independent experts to package, sell, and deliver services.

Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.

Creator campaigns with client-specific approvals and reusable outreach

A mail client with integrated PGP and S/MIME key workflows

Self-hosted newsletter campaigns with project workspaces and a draft-message queue

Schedule recurring campaigns and control repeat messages

Creator campaigns that distinguish retrieved posts from scheduled commitments

Coordinate marketing campaigns with shared message limits

Email and SMS campaigns with editor reuse and several billing routes

Website survey campaigns with saved steps and multilingual answer reporting

Employee advocacy campaigns with selectable captions and image variations

Contact search and email campaigns for sales prospecting

Email and SMS campaigns with connected automation scenarios and contact updates

Multi-account email marketing with shared designs and separate campaign data

Customer-data-led campaigns using real-time triggers and dynamic message content

Reusable email campaigns with behavioural triggers and CRM connections

Email and SMS campaigns priced around platform edition and sending speed

AI CRM for managing customer relationships and sales

Behaviour-led lifecycle messaging with shared content and journey orchestration