| What it does | Client management workspace with AI form builder
| CRM and operations platform for SMEs that unifies sales, delivery, finance and AI
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| Stage | Not given
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| Founded | Not given
| 2023
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| Based in | Not given
| AE
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| Pricing model | Freemium
| Freemium
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| 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 for 1 member with unlimited companies, contacts and leads, 3 deals, 1 project, 1 dashboard, 25 AI credits and 1 GB Drive storage. Pro €29/member/month (€24.17 yearly): unlimited members, deals, projects, 25 custom fields, 10 data models, 20 automations, 10 forms, 10 dashboards, MCP server, 500
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| 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
| - Pipeline management with customizable deal stages
- Proposal management with client sign-off tracking
- Project management with tasks, dependencies and risk tracking
- Time tracking with live timer and weekly timesheets
- Expense tracking and allocation to projects
- Profitability dashboards showing budget vs actual work
- AI assistant Squaria that finds records and builds dashboards
- Custom fields, data models and automations without code
- MCP server for connecting Claude and other AI clients
- Client portal for project tracking and approvals
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| 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
| - One unified workspace for sales, delivery, finance and AI instead of multiple disconnected tools
- Built by The Square, a team that runs its own operations on Squario
- Customizable to specific business processes through custom fields, data models and custom apps
- Row-level security, roles and field-level permissions protect data access
- Free plan with no time limit and no card required to get started
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | 18 ▲ +1 (up) since last check |
| Trust Flow (Majestic) | 6 | 0 |
| Citation Flow (Majestic) | 19 | 15 |
| Referring domains (Majestic) | 8 | 1 |