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Email
Reads Gmail and Outlook and updates the right record.
Documents
Reads every page and checks it against what you already know.
Calls
Turns each call into tasks with owners and dates.
Calendar
Booking pages that check your calendar and set up the record.
Sign-offs
Asks the right person before anything goes out.
Processes
Runs multi-step jobs from the first email to done.
Workspace
Records and views built around how your team works.
Portals
A branded portal where each client sees their own records.
Forms
Share a form by link, and every answer updates the record.
Permissions
Set who can see and change each record, down to the property.
History
See who changed what, when, and the email or call behind it.
Business map
Knows who owns what and which rules can't bend.
Ask
Answers from your own records.
Integrations
Slack, WhatsApp, Google Drive, Gmail and Outlook.
Private assistant
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You Built Your Business by Hand. We'll Help You Run It With Headroom.