Product
Everything an agency runs on, connected.
Four stages, one record of truth. Here is what each one does today.
01 · CRM
Relationships with context
A shared home for leads, contacts and companies, with the conversation history attached.
- Lead sources with review before import
- Pipeline stages and ownership
- Matching and merging to avoid duplicates
- Analytics on what's moving
Northwind StudioQualified
Harbor & Co.New
Atlas DesignProposal
Illustrative sample data, not customers.
02 · Outreach
Outreach with intention
Templates, sequences and campaigns with suppression, unsubscribe and reply handling built in.
- Versioned email templates
- Multi-step sequences with frozen steps
- Verified sender domains and mailbox connections
- Live sending stays off until the owner enables it
Intro sequence · 3 stepsDraft
Follow-up · Q4Ready
Suppression listActive
Illustrative sample data. Sending is in mock mode.
03 · Intelligence
AI that assists and leaves a record
Classify replies and draft personalization from approved facts. A person approves before anything moves.
- Reply classification with a review queue
- Generation grounded in approved facts only
- Provider settings with fail-closed behavior
- Workflow automation with execution history
Reply: “Send pricing”Needs review
Draft · Atlas DesignAwaiting approval
Workflow · New leadRan
Illustrative sample data.
04 · Delivery
Delivery that stays connected
Move from proposal to invoice to project without re-entering a thing, and share the right parts with clients.
- Proposals with immutable acceptance
- Invoices with payments recorded and immutable once issued
- Projects with attachments
- Support tickets and a separately authorized client portal
Proposal · Website refreshAccepted
Invoice #0007Issued
Ticket · Logo filesOpen
Illustrative sample data. No payment processor is connected.
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