How it works
From Setup to Closed Deal,in Four Steps.
No long implementation and no consultants. We configure your industry engine, your team signs in, and the work starts.
Your Platform, Ready
Your industry engine, pre-configured with the stages, fields and documents your sector uses. We set it up — you do not implement anything.
- Industry engine
- Your data, your space
- Daily backups
- 01
Your Platform, Ready
Your industry engine, pre-configured with the stages, fields and documents your sector uses. We set it up — you do not implement anything.
- Industry engine
- Your data, your space
- Daily backups
- 02
Bring Your Data
Import clients, products and agents by CSV or Excel — or start clean. Your team is working within minutes, not quarters.
- CSV / Excel
- Quick import
- 03
Work the Pipeline
Calls, offers, proformas and follow-ups — your team runs the whole journey from one screen, in the language each person works in.
- Pipeline
- Offers
- Follow-ups
- 04
Close and See It All
Deals close, commissions calculate themselves, and the intelligence updates as the work happens — not at month end.
- Commission
- Reporting
Two ways to start
Look Around First, orOpen Your Own.
See it first
FREEThree Days Inside a Real Platform.
One email gets you into the industry engine of your choice, filled with sample data. Look at every screen before you decide anything.
- Pick any of the five live industries
- Sample data already in place
- View only — nothing to set up, nothing to break
- No card, no commitment
Open your own
FROM $129/MOYour Platform, Configured to Your Plan.
An empty platform in your industry, set up by our team and shaped to the plan you choose. Five steps, and we handle four of them.
- 01Choose your planIndustry, tier and seats.
- 02PaymentConfirmed by email.
- 03SetupOur team builds your platform.
- 04Setup confirmedWe tell you it is ready.
- 05Configured to your planSeats, limits and modules live.
What each role sees
Three Views, One System.Everyone Sees Their Own Truth.
Access follows the role, not a slider. What a person cannot reach is refused by the server — not merely hidden by the interface.
Owner / Admin
Sees and Runs Everything
Sees
- Every project, seller and deal
- Finance and profit
- Full intelligence
- Team, seats and permissions
Restricted from
- Nothing is hidden from this role
Sales Manager
Drives the Team
Sees
- The whole team pipeline
- Allocate clients and agencies
- Approve offers
- Performance per person
Cannot see
- Company finance and profit
- Seat and permission control
Salesperson
Focused on Closing
Sees
- Their own assigned projects
- Their pipeline and tasks
- Offers they create
- Their own commission
Cannot see
- Any project they are not assigned to
- Team or company totals
- Anyone else's commission
Why it costs less
Pay for Seats,Not for People.
A seat is a slot, not a person. When someone leaves, the seat is reassigned — there is no per-person charge and no seat expires.
Nine of twelve seats in use
Your plan includes a number of seats. Fill them, empty them and refill them as the team changes.
Illustration. Seat counts per plan are on the pricing page.
Predictable cost
Pay for the seats you need. Headcount changes; the invoice does not.
Reassign, do not re-buy
When someone leaves, hand their seat to the next person the same day.
One platform, not five
CRM, ERP, finance, reporting and the academy under one licence.
See your whole business
The Numbers Find the GapBefore You Do.
KPIs on every screen, a funnel that shows the stage where deals stall, and a trend that puts this year against last.
Where deals stall
Sample figures, shown to explain the view.
Sample figures, shown to explain the view.
KPIs on every screen, for the scope the viewer is allowed.
Drill into one project, one team or one salesperson.
The funnel names the stage that is bleeding.
Compare months, sources and people over any range.
Salesperson superpower
Describe the Deal.The Offer Writes Itself.
The AI drafts a branded offer from your own project and unit data. You read it, you approve it, and only then does it go anywhere.
Step 01
The AI drafts it
Speak or type what the client needs. The draft is built from your own units, projects and payment plans, and carries your company or project logo — the agency version is deliberately white-label.
Step 02
You approve it
The cover message and the rendered PDF are yours to read and change first. Nothing is ever sent automatically from the chat.
Step 03
It goes out
Email delivers the PDF from your platform, and Telegram delivers it when a bot is connected. WhatsApp opens with the message written for you, so you press send yourself.
Every send is logged against the deal, and the offer's status moves with it.
Ask your own data
An Assistant That Has ReadEverything You Are Allowed to See.
Ask a question in your own language and get the answer from your own data — no report to build, no filter to set.
Ask
In your language
Type or speak a question about units, clients, leads, agencies, your tasks or this week's activity. Ask in any language; the answer comes back in yours.
Scoped
Inside your permissions
It searches your company's data only, and only the part your role reaches. A salesperson's assistant cannot answer a question about someone else's pipeline.
Safe
It reads, it does not act
Every tool it holds is read-only. It can find and explain a record; it cannot change, send or delete one.
See It With Sample Data,or Start Your Own.
Open the demo in the industry you work in, or pick a plan and we will build your platform.