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Customer and employee surveys with assigned follow-up cases

Create estimates and invoices from a phone or browser

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

A self-hosted note library with Markdown, boards, daily notes, and shared workspaces.

Schedule recurring invoices and follow unpaid subscriptions

AI framework that reads WhatsApp and text to organize sales and follow-up tasks

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

Keep customer onboarding projects moving with shared tasks, milestones, and reminders.

Relationship CRM with contact boards, stage-triggered follow-up, and inbox connections

AI real estate assistant for lead capture and follow-ups

Agency recruitment with saved searches that trigger follow-up tasks

Newsletters and follow-ups with tracked-link corrections after sending

Customer feedback collection connected with follow-up workflows

Calling-focused CRM with event-triggered WhatsApp follow-up workflows

Queue-based sales work with adaptive scripts and timed follow-up

Point-of-service ratings with follow-up reasons for different sentiments

Contact records and sales pipelines with configurable follow-up automations

Survey data collection with case IDs linking follow-up submissions to existing records

Lead capture, audience segments and email follow-up in one platform

CRM-based automation for lead capture and customer follow-up

Account-linked sales tracking with quotes, follow-ups and pipeline reporting

Keep confirmed dividend dates and income forecasts in view

A native Markdown notebook that keeps notes as files and adds linked-note tools.

Category budgets, subscription reminders and optional bank imports