Customer 360
Every contact, company and conversation in one profile — email, calls, bookings and deals on a single timeline. Free on every plan.
Leadership usually sees the past, assembled by hand. This pillar is about seeing the present: who your customers are, what is in play, what moved this week, and being able to simply ask.
Customer requests sit in one system, email in another, money in a third. Nobody holds the whole picture, so status gets rebuilt by hand every time someone needs it — and by the time it arrives, the moment to act has passed.
Each card carries its real status. "Approval required" means the step lands in your work queue and cannot act until you say so; the labels are defined on the platform page.
Every contact, company and conversation in one profile — email, calls, bookings and deals on a single timeline. Free on every plan.
A drag-and-drop board of your open deals, with stage, value and next step visible at a glance. Free on every plan.
A standing weekly digest of what moved, what stalled and what needs a decision from you — delivered without being asked.
Talk naturally with your AI Executive in real time. Ask about your calendar, leads, notifications, grants and business activity. NOVA can brief you immediately, while actions remain under your control and require your approval. Charged per minute of conversation (15 credits/min).
Pulls your numbers together into a plain-language money summary you can export as PDF or CSV, or share by link.
Sends a specialist to gather and summarize what you need to know, and writes the findings back into your workspace memory.
NOVA Live is charged per minute of conversation, because live voice is metered by the model provider. Everything else on this page is included in your plan.
Each pillar is one view of the same system. Start anywhere, or read how the platform fits together.
Unified inbox, inbox triage, NOVA Phone, meeting notes.
Read moreAutomations, tasks and projects, proposals and e-signature, invoicing.
Read moreResearch, grant intelligence, campaigns, ad analysis.
Read moreNOVA, the specialized workforce and the approval gates that sit in front of every outward action.
Read moreBring a real question about your business to the demonstration and we will answer it against real records.