Search results

Bring client marketing data into scheduled reports and branded dashboards.

Practice workflows and client requests priced by client count

Client-centred practice management for accounting and tax firms

Plan client projects, assign tasks, and keep delivery and billing work connected.

Deliver branded client dashboards and multi-page marketing reports.

Client requests, practice workflows and QuickBooks transaction follow-up

Accounting-practice workflows with client document checks

Client booking with connected proposals, contracts, invoices, and workflows

Coordinate client SEO research, content work and traditional or AI search tracking in one workspace.

Blend marketing sources into client dashboards and scheduled branded reports.

Social scheduling and client approvals for agencies and brands

Open-source XMPP messaging client for business chat and group rooms.

Compose API requests, inspect responses, and organize repeatable calls into collections.

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

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.

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

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

Client workspaces for social content, approvals and automated reports

A team project system for task plans, resource scheduling, time tracking, costs, and client work.

Brand-based social management with a recorded creation and approval workflow