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Practice workflows and client requests priced by client count

Bring client marketing data into scheduled reports and branded dashboards.

Client-centred practice management for accounting and tax firms

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

Client requests, practice workflows and QuickBooks transaction follow-up

Accounting-practice workflows with client document checks

Client workflows built from reusable action templates

Financial-services intake and client onboarding workflows

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

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

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

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

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.

Accounting practice workflows with client portals, documents and invoice-linked delivery

Small-business CRM with connected booking, documents, and workflow tasks

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

Offers client appointments through a practice calendar.

Use a cross-platform SQL database engine that ranges from embedded and single-user use to multi-client deployments.

Session-specific client workflows with manual control over individual steps