| What it does | CRM and operations platform for SMEs that unifies sales, delivery, finance and AI
| One workspace for tasks, customers, and finance that stays in sync
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| Stage | Not given
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| Founded | 2023
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| Based in | AE
| US
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| Pricing model | Freemium
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| Pricing | 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
| Free: $0/mo with 5 seats, tasks, CRM, docs, finance, 500 AI credits per month, 2 GB storage. Pro: $8/seat/mo billed annually ($96/seat/yr), includes 5000 AI credits per seat, 100 GB storage, automation, encrypted Vault, custom roles, priority support.
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| Key features | - 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
| - Task board with assignees, due dates, and tags
- CRM pipeline with email integration
- Collaborative documents with AI writing help
- AI assistant that drafts updates and answers questions
- Automation workflows triggered by deal closure
- Encrypted vault for team secrets and passwords
- Two-factor authentication and passkeys
- Audit trail and sign-in monitoring
- Founder equity vesting schedules
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| What makes it different | - 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
| - Live financial data synced from your real bank balance
- AI assistant that understands your entire workspace
- Everything syncs automatically when deals close
- Modular design so teams use only what they need
- Free plan for up to 5 people with no credit card required
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 18 ▲ +1 (up) since last check | 8 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 2 |
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| Citation Flow (Majestic) | 15 | 24 |
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| Referring domains (Majestic) | 1 | 78 |
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Squario
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