Every part of your business. Run by Otto.
Pipeline, money, time, calendar, tasks, team. Tell Otto what you need — he drafts editable cards across 35 actions. You approve. Done.
One app for the work.
Your CRM, invoicing tool, time tracker, and bookkeeping spreadsheet — replaced by a single application that already knows the deal, the client, the work, and the money.
Pipeline & Deals
Kanban board. Drag-drop stages. Custom pipeline. Deal steps with due dates. Payment plans. Discounts. Critical-flag. Probability. Lead source attribution.
- Customizable stages
- Deal steps + payment plans
- Closing date + probability
Contacts & Companies
Full contact + company database. Sections (qualified / hot / lost). Tags. Notes. Birthday. LinkedIn. Last contacted. Linked deals. Bulk import.
- Sectioned contact lists
- Company → contact linking
- CSV bulk import via AI
Reports
Pipeline value by stage. Conversion rates. Revenue vs expenses. Monthly trends. Filterable by day / week / month / year.
- Conversion analytics
- Revenue / expense
- Time-aware filters
Invoicing
Multi-step invoice wizard. PDF generation. Email send via Resend or your SMTP. Custom templates. Logo + colors. Payment status tracking. Tax + discounts.
- PDF + email send
- Custom templates
- Mark paid / void / draft
Finance ledger
Revenue + expense tracking. Categories you define. Recurring expenses. Bank statement import (CSV or PDF) with AI duplicate detection. Privacy toggle.
- Bank statement import
- Recurring expenses
- Duplicate detection
Time tracking
Clock in/out. Pause/resume. Daily timer badge. Track time against deals or tasks. End-of-day recap. Team time logs for owners.
- Daily timer + recap
- Time on deals + tasks
- Pause without losing context
Calendar
Day, week, month views. Recurring events. Deal/contact linking. Meeting / call / task / deadline types. Time-zone aware.
- Linked to deals + contacts
- Recurring events
- Day · week · month
Tasks
Standalone tasks + deal-step tasks. Subtasks. @mentions. Priority + status. Blocked status with reason. Filter by due date, assignee, deal.
- Subtasks (JSONB)
- @mentions
- Blocked + priority
Team & permissions
Email invites. 14 permission flags. 3 roles + custom presets. Per-user overrides. Multi-tenant isolation via Row-Level Security.
- 14 permission flags
- Per-user overrides
- Row-Level Security
Tell Otto. He drafts. You approve.
Type what you need (or speak it — Otto handles both). He turns it into editable confirmation cards across 35 tool-calling actions. CSV / PDF / text upload with intelligent parsing. 30-day undo on every action. Otto is not a chatbot — he's an operator who lives inside your application.
"Reschedule the Acme kickoff to Wednesday at 11. Notify Anna. Add a prep task for Tuesday."
For people who sell their work, not their software.
Multi-currency by default. Time inside the deal. Invoicing inside the pipeline. Daily ritual surfaces — morning briefing, end-of-day recap. Designed for solo operators and 2–10 person agencies, internationally.
Multi-currency, natively
Primary + secondary currency per organization. Live exchange rates. Invoices in any currency. The dual-currency display follows you across reports, deals, and the ledger. We built it outside the US.
Bank-statement-grade duplicate detection
Upload a PDF bank statement. The agent parses it, categorizes each transaction (NEW / DUPLICATE / RECURRING), and shows you a checklist before importing. It skips what's already in your ledger.
Daily ritual surfaces
Morning briefing when you log in: what's overdue, what's due today, what changed yesterday. Daily recap when you clock out: what you worked on, total hours, deals touched. Operators run on rituals, not dashboards.
Real-time team sync
Supabase Realtime via WebSocket. When your designer moves a task, the rest of the team sees it instantly. No refresh button. No stale state. No "did anyone update the spreadsheet?"