A CRM for small service firms
It reads the email and calendar you already use, keeps every conversation with the right client, and shows you each morning what needs you.
Free for up to 2 people: no card, no trial. Starter and Pro start with 14 days free.
A tour of the Today page: Today: the page you open each morning. Each morning, one line says what needs you. Today's meetings and tasks, from your calendar. Waiting on you: who wrote and hasn't heard back. Money: invoices coming due. The week so far: emails, calls, meetings and value won.
What it does
Six parts of the app, as they look today.
Today
Today
One page each morning: today's meetings and tasks, the people waiting on a reply, your own emails with no answer yet, deals that have gone quiet, and invoices coming due.
Chat
Email and calendar inside the CRM
Chat shows every email with your contacts as a conversation, in order, with its attachments, and you reply from it. Waiting on you lists who wrote and hasn't heard back. Meetings come from your calendar.
Deals and projects
Deals and projects boards
Move deals through your own stages and won work into delivery. Each card shows its next step, and a deal that has sat too long says so.
Signatures
Contact details read from signatures
Job titles, phone numbers and websites are read from the signatures in your contacts' emails, by fixed rules, and offered as suggestions. Nothing changes until you accept one.
Outreach
The Outreach queue and prospects
Import a list of prospects, then work through one queue a day: who to contact next and why, a daily limit, and each outcome logged with one key. You make every touch yourself.
Dashboards
Dashboards and the map
Pipeline by stage, value won against your target, the deals that need attention, and a map of where your clients and prospects are.
See it working
32 seconds in the showcase firm: Today, a reply waiting in Chat, a reply drafted, then a deal moved to its next stage.
Works with Gmail
Your mailbox and calendar
Connect Gmail, each person their own: sending and your calendar work as soon as you connect. You keep your mail by logging it with BCC, from any mail app.
Only mail with your clients
Only email with people in your CRM is kept: your contacts and your prospects. Mail with anyone else is skipped, not stored.
Nothing sent on its own
Every email waits for you to read it over and press Send.
AI, plainly
Summaries, drafts, the assistant
Overnight, a short summary of each record with recent activity. When you ask, a reply draft or a deeper summary. When you open it, the assistant.
A monthly allowance
Starter and Pro have a monthly allowance per person, so the cost never runs away. Free has no AI.
Not used for training
Your data is not used to train AI models. The AI provider's commercial terms forbid it.
Pricing
Free for up to 2 people and 500 contacts, with no card and no trial. Starter and Pro are priced per person per month, each with a 14-day free trial.
- Free$0 for up to 2 people
- RecommendedStarter$12 a seat a month
- Pro$20 a seat a month
Questions
Is there a free plan?
Yes. Free is for up to 2 people and 500 contacts in a workspace. It needs no card and has no trial: it doesn't run out. Every new workspace starts on Free, and returns to it, with all its data, when a paid plan ends after a cancel or stays unpaid for 14 days.
How does the free trial work?
Starter and Pro start with a 14-day free trial when you upgrade. You add a card then, and the first charge comes on day 15 unless you cancel before then.
Can I cancel?
Yes, from Settings, at any time. Cancel during the trial and you pay nothing. A paid plan stays usable to the end of the period you paid for, then the workspace moves to Free with all its data.
Can I take my data with me?
Yes. Your records can be downloaded as spreadsheet files (CSV) whenever you like, and they are yours.
Where is my data stored?
In a database in Tokyo, run by Supabase, with the app on Cloudflare's network. The Sub-processors page lists every company involved and what each one does.
What does it ask of my Google account?
Only what a feature needs, when you switch it on: sending, your calendar or your contacts. Google shows you the exact permissions first, and you can disconnect at any time.
How is AI used?
For a short summary of each record, written overnight, a reply draft when you ask for one, and the assistant when you open it. Starter and Pro have a monthly allowance per person; Free has no AI. Your data is not used to train AI models.
How do seats work?
On Starter and Pro you pay for each person in your workspace. An invitation counts once it is accepted. Free is for up to 2 people, at no charge.
Will I get invoices?
Yes, one for every payment. No tax is added to the price at present.
Who is it for?
Small service firms: accounting practices, agencies and consultancies, where a few people look after many clients by email.
Security and privacy
How it is kept safe- Each workspace is walled off from every other.
- Encrypted in transit and at rest; mailbox tokens under a key of their own.
- Your records are backed up every night.
- No ads, no selling of your data, no training AI on it.
See what needs you each morning
Opening 1 January 2027Free for up to 2 people: no card, no trial. Starter and Pro start with 14 days free.