| What it does | Client management workspace with AI form builder
| The CRM that grows with you
|
|---|
| Stage | Not given
| Not given
|
|---|
| Founded | Not given
| Not given
|
|---|
| Based in | Not given
| Not given
|
|---|
| Pricing model | Freemium
| Freemium
|
|---|
| Pricing | Free: $0, includes form builder, client folders, notes, e-signatures, file uploads with up to 20 papers. Plus: $10/month for unlimited papers and priority support.
| Free plan with starter usage allowance (no card required). Base: $50/month. Pro: $100/month. Max: $200/month. Enterprise: custom pricing. All paid plans include unlimited seats.
|
|---|
| Key features | - Real-time form monitoring and responses
- Client folder auto-filing
- E-signatures on documents
- File uploads up to 25 MB per file
- Real-time team collaboration with named cursors
- Version history with full audit trail
- Form sharing via link and QR code
- Website form embedding
- Block-based form and document editor
| - CRM with custom objects, fields and pipeline stages
- AI assistant that answers questions and creates records from all data
- Data validation, enrichment and duplicate detection rules
- Meeting booking links with calendar sync and e-signatures
- Invoicing with optional card payment links on Max plan
- Double-entry ledger and accounting on Pro plan and above
- Workflows and custom agents as automation steps
- REST API and MCP server for third-party integrations
- CSV import and export, bulk operations with preview
|
|---|
| What makes it different | - Everything organizes itself by client automatically
- Clients need no account or app to respond
- Real-time collaboration keeps everything in one workspace
- Free plan includes form builder, notes, signatures and file uploads
| - Data cleans itself through automatic validation, enrichment and duplicate detection on every save
- Unlimited seats on paid plans with one flat monthly price regardless of team size
- All financial and customer data in one system instead of multiple apps
- AI that understands your business context and operates under user permissions
- No separate bookkeeping subscription on Pro and above
|
| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | 2 ▲ +2 (up) since last check |
| Trust Flow (Majestic) | 6 | 0 |
| Citation Flow (Majestic) | 19 | 0 |
| Referring domains (Majestic) | 8 | 0 |