Make every day feel like Friday

Get the work signed.
Get paid every day.

Record the client call, let AI draft the proposal, get it signed, send the invoice, and collect payment, all on one clean timeline. The five tools you pay for now, finally talking to each other.

Start free See how it works
Replacesproposalse-signaturesinvoicespaymentscall notes

One client, one timeline

  1. Call recordedTranscript
  2. Proposal drafted by AIDraft
  3. Agreement signedSigned
  4. Invoice sentSent
  5. Payment receivedPaid
Built to retire Bill.com, PandaDoc, Dubsado and Fathom, without the setup pain.

The suite

Five tools, one place, talking to each other.

Client CRM

Every client on one timeline. A board to see the pipeline, a record for who's who.

Proposals with AI

Clean templates that adapt to the client using your call notes and connected emails.

E-signature

Send a link, the client signs, and a tamper-evident audit trail is sealed for both sides.

Invoicing on Whop

Cards, ACH, 100+ methods, and crypto. Recurring billing and reminders included.

Call recording

Record the client call, get a transcript and summary, and draft the proposal from it.

Connectors

Pull context from Gmail, your CRM, and DMs so nothing about the client gets lost.

How it works

From first call to paid, without the busywork.

01

Record the call

The discovery call is captured and transcribed automatically.

02

AI drafts the proposal

It pulls scope and pricing from the call and the client's emails.

03

They sign

One link to read and sign, with the audit trail recorded.

04

You get paid

The invoice sends through Whop and collects however they want to pay.

Everything inside

The whole client relationship, feature by feature.

Client CRM

  • Pipeline board and list views
  • One timeline per client: calls, docs, invoices
  • Stages, channels, and deal value
  • Owner and primary contact tracking

Proposals & documents

  • Clean, reusable templates
  • Pricing tables that total as you type
  • AI drafting tuned to each client
  • Pull context from Gmail and your CRM

E-signature

  • Send-to-sign links
  • Multiple signers per document
  • Tamper-evident audit trail (viewed, signed, IP, time)
  • Branded client-facing signing page

Invoicing & payments

  • Invoice builder with a preview before you send
  • Recurring billing and day 1 · 3 · 7 reminders
  • Cards, ACH, 100+ methods, and crypto via Whop
  • Payouts to 241+ territories

Connectors

  • Gmail, HubSpot, Salesforce, Slack, Instagram
  • Pull client signals into the timeline
  • Feed the AI what was said and written

Dashboard

  • Live pipeline and client stats
  • Recent activity across every client

Call recording

  • Record Zoom, Meet, and Teams
  • Auto transcript and AI summary
  • Pinned to the client timeline
  • Draft the proposal from the call

Booking pages

Soon
  • Native scheduling pages
  • Availability rules
  • Two-way calendar sync

Connects to

GmailHubSpotSalesforceSlackInstagramGoogle CalendarWhopRecall.ai

Pricing

Free while we’re in early access.

The whole stack, no card required. Run your entire client workflow and keep what you set up.

Freeto start
  • Unlimited clients & proposals
  • E-signature with audit trail
  • Invoicing & payments via Whop
  • AI proposal drafting
  • Call recording & transcripts
  • Gmail & CRM connectors
Start free

No card. Set up in two minutes.

Make every day feel like Friday.

Run the whole client relationship in one place and get paid faster.

Start free