Bundles

Built for the work you actually do.

12 bundles, one per trade. Each arrives with the skills, integrations, and defaults already chosen — so the agent knows your work before you explain it.

Jump to your trade
Realtor Consultant Therapist / coach Freelance designer Personal trainer Recruiter Contractor Property manager Insurance agent Accountant Interior designer Lawyer

Real estate

The people who move a deal from listing to keys.

Available now
Closer
For realtors

Drafts your follow-ups, books your showings, pulls your comps, and watches your pipeline for deals going cold. Built for solo agents and small teams.

Included in Pro at $79 a month.

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Property & tenancies

Tenants, renewals, and the contractors who keep the building standing.

Coming soon
Keyring
For independent property managers

Triages tenant messages against the tenancy, briefs and books the contractor, tells the tenant who is coming, writes the landlord up with the cost worked out, and keeps renewals and inspections on their dates. Built for independent property managers.

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Sales & client services

Pipelines, proposals, and follow-up that can't go cold.

Coming soon
Scope
For independent consultants

Drafts your proposals and SOWs, keeps client follow-ups on track, preps you for every meeting with CRM context, and runs the invoicing math. Built for independent consultants and small practices.

Notify me Coming soon
Cadence
For private practitioners and coaches

Drafts your proposals, package offers, and session recaps, runs the package and retainer math, preps you for sessions, and keeps every client moving with the right next step. Built for private practitioners and coaches.

Notify me Coming soon
Shortlist
For recruiters

Writes your candidate submittals, keeps candidate and client follow-ups on track, preps you for interviews, and runs the placement-fee math. Built for solo desks and boutique staffing firms.

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Legal & compliance

Matters and correspondence where the date is the deliverable.

Coming soon
Docket
For lawyers

Drafts your client correspondence, chases the documents you are waiting on, surfaces the dates across your matters, and runs the fee math — hourly, flat, or contingency. Solo and small-firm focused.

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Finance & compliance

Deadline-driven work where the numbers have to be right.

Coming soon
Insurance
For insurance agents

Follows up on your quotes before they go stale, sends renewal notices on cadence, writes your policy summaries and coverage proposals, and runs the premium-commission math. Built for independent agents and small agencies.

Notify me Coming soon
Ledger
For accountants and bookkeepers

Drafts your engagement letters and fee quotes, runs the fee math, sends deadline reminders before filing dates, chases documents, and keeps clients moving through filing. Built for accountants, bookkeepers, and small firms.

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Creative & marketing

Studios and freelancers selling work, not hours.

Coming soon
Studio
For freelance designers and small studios

Drafts your SOWs, estimates, and status updates, runs the project quote math down to the deposit, holds your scope with change orders, and keeps every project moving with the right next step. Built for freelance designers and small studios.

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Design & build

Fee-by-phase, milestone-billed projects.

Coming soon
Interior Designers
For solo interior designers

Drafts your design proposals, client updates, and project-status notes, runs the interior-design fee math hourly, flat, percentage-of-project, or cost-plus, and keeps every project moving through procurement and install. Built for solo interior designers.

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Trades & build

Quotes, subs, and materials on jobs that move by the day.

Coming soon
Punchlist
For contractors and trade businesses

Prices your jobs from your own rates, raises a change order the day the scope grows, tells the client a date has moved before they notice, and closes the job with a punch list and an invoice. Built for contractors and small trade businesses.

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Health, wellness & local

Appointment-led businesses that live and die by the calendar.

Coming soon
Personal Trainers
For personal trainers and fitness coaches

Lets clients self-book sessions through your own link, drafts your follow-ups, session plans, and package offers, runs the session and package math, and keeps every client rebooking. Built for personal trainers and fitness coaches.

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Inside a bundle

Four things, already decided.

The difference between a bundle and a blank agent is that someone already made the choices you'd otherwise spend a month making.

Skills

The tasks your trade repeats, written and reviewed before they reach you.

Integrations

The CRM, calendar, and inbox your profession actually uses, connected on setup.

Defaults

Tone, cadence, and what needs your approval, set the way your trade expects.

Math

Commissions, fees, deposits, and packages: the arithmetic your trade gets wrong at 11pm.

Not seeing your trade?

Tell us what you do and we'll build it next.

What do you do? Optional
Done. We'll be in touch by email.

No card, no call. One email when your bundle opens.