New business, next to the work.

Track leads from first conversation to signed client, then convert them into a client record with one step — no exporting between a sales tool and your delivery workspace.

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Lead pipeline

See every opportunity at a glance. Drag leads across Lead, Qualified, Proposal, Negotiation, Won, and Lost — and record where each one came from.

Pipeline

Score all leads

Lead · 2

Oakline Realty

$8,500 · Referral

AI score 86

Brightside Clinic

$4,000 · Website

AI score 58

Qualified · 1

Marlow Bikes

$12,000 · Event

AI score 79

Proposal · 1

Tidewater Co-op

$15,500 · Social Media

Proposal drafted

Won · 1

Lumen Dental

$9,800 · Referral

Converted to client

Log calls, emails, meetings, and notes on each lead
Track lead sources — website, referral, social media, cold outreach, events
Convert a won lead into a client in one step
Send leads from your website forms through a lead-capture API

Illustrative preview with sample data.

Contacts

Relationships don't end when a project ships.

Contacts with context

Keep contacts with tags and a lifecycle stage, and convert a contact into a client when the work begins.

Touchpoints

Log when you last reached out, so past clients and warm contacts don't go quiet by accident.

Email in context

Conversations from connected mailboxes link to the contact or lead they belong to.

AI for new business

Spend your time on the leads that matter.

Lead scoring. Score all your leads at once, each with a 1–100 score and a short reason.
Suggested lead details. AI-suggested context — likely industry, size, budget, pain points, and talking points — based on what you've already recorded. Treat it as a starting point to verify.
Proposal and reply drafts. Draft a proposal email for a lead or a reply to a prospect, then edit and send it yourself.
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One workspace

Your CRM, delivery, and client portal share one workspace. A won lead becomes a client with projects, deliverables, and a portal — without re-entering anything.

See all features

Start today

Win the work and deliver it in one place.

Bring your pipeline, your projects, and your client portal into a single ClientAI workspace.

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One workspace. Better collaboration. More organized delivery.