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Track client document requests through checking, follow-up and final review

Design, send, test and mock API requests from a desktop workspace with local, Git or cloud storage options.

Keep client projects, tasks, files, messages, and assignments together.

Request audit confirmations and review bank data with client authorization

Open-source browser chat for direct messages and XMPP group rooms.

Manage client billing in the cloud or on your own server

Visual team time tracking with calendar timesheets, project budgets, and team reporting.

Photography client management with scheduled mail and event-based follow-up

Review sales replies by campaign, sender, client and team member in one inbox

Professional tax returns with client imports and batch filing

Self-hosted newsletters with separate client brands and sending controls

Publish API documentation, generate SDKs, manage OpenAPI files, and connect APIs to AI tools.

A document database with a server, client libraries, and a browser-based Studio.

Project-space chat with direct messages, groups, threads, reactions, and scheduled messages.

Send branded invoices through a connected payment processor

Photography client workflows with task-gated phases and separately timed actions

Advisor CRM workflows linked to a contact, opportunity or project

Coordinate customer implementations with project plans, client visibility, and services operations.

Recruiting ATS with candidate sourcing and agency client management

Session-specific client workflows with manual control over individual steps

Bring client projects, proposals, bookings, and business workflows into one branded workspace.

Sales deals connected with proposals, project scope, and delivery financials

Plan projects and resources while connecting time, retainers, estimates, and client requests.

White-label platform for agencies to resell AI voice agents under their own brand.