Pipeline & CRM
Lead capture from web forms, adverts, outreach and referrals, on a kanban pipeline where every stage change is automatic — plus a reactivation workflow for lost leads.
AI prepares the brief; the team makes the call
The Claude API supports the team — turning a discovery-call transcript into a structured delivery brief, drafting reactivation messages, generating milestone reports. The workflow includes human review: unknowns are marked “to be confirmed” rather than invented, and every AI step has a manual fallback, so the team can continue when a model response fails or needs correction.
From the first conversation to the final milestone
One platform that carries a deal from the first web-form enquiry through a signed contract to a paid, delivered project, with each role seeing only what it should.
AI discovery briefs
Submit a call transcript and the Claude API turns it into a structured delivery brief — services, technical needs, scope — with unknowns flagged “to be confirmed” rather than fabricated.
Quote to signed contract
A branded proposal document, then an e-signed Master Service Agreement (UK and US editions) generated as a PDF with the client's signature and a Schedule A filled from the real deal — before Stripe takes the deposit.
Milestone delivery
Projects broken into milestones with completion reports and client comments, and delivery partners paid per approved milestone — with client prices and margins hidden from the delivery view.
Client portal & support
A self-service portal for deliverables, milestones, payments and thread-based support, so clients can see progress without booking a status call.
Automation & ops
Auto-booked kickoff calls, SLA chases, reminders, time tracking and an automation log — the back office that keeps running without someone nudging it.
Clutch
