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

Manage beauty and barber bookings, staff schedules, client follow-up, and payments from one business app.

Give clients and teams persistent group and one-to-one chat inside a secure collaboration portal.

Financial-services intake and client onboarding workflows

Agentic AI platform that turns meetings and documents into branded client deliverables

Secure client messages and files through browser, Outlook or Gmail

Inspect and edit relational and other databases from a native desktop client.

Let clients book appointments from a service business’s availability page.

Track client work and use billable time as the starting point for invoices.

Coordinate appointments, classes, staff calendars, and online reservations for a service business.

Give agency clients a branded portal for requests, project status, time, and billing.

A project timer for freelancers and agencies that organizes work by client and project.

Automatically track app, website, client, and project time with focus tools.

A self-hostable Matrix chat client with encrypted channels, calls, and screen sharing.

Blend marketing sources into client dashboards and scheduled branded reports.

Client workspaces for social content, approvals and automated reports

Social scheduling and client approvals for agencies and brands

Client relationships connected with proposals, project milestones, and payments

Recurring social publishing with workspace roles and client approvals

Track billable time, clients, projects, and invoices in a freelancer-focused app.

Client invoicing, tracked time and expenses with accounting reports

Client, appointment and invoice records with desktop and paid shared access

Photography enquiries, booking proposals and shoot details in one client-management suite

Plan client projects with tasks, timelines, budgets, resource scheduling, time tracking, and a client portal.