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.
Real estate
The people who move a deal from listing to keys.
Property & tenancies
Tenants, renewals, and the contractors who keep the building standing.
Sales & client services
Pipelines, proposals, and follow-up that can't go cold.
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.
Learn more AvailableDrafts 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.
Learn more AvailableWrites 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.
Learn moreLegal & compliance
Matters and correspondence where the date is the deliverable.
Finance & compliance
Deadline-driven work where the numbers have to be right.
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.
Learn more AvailableDrafts 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.
Learn moreCreative & marketing
Studios and freelancers selling work, not hours.
Design & build
Fee-by-phase, milestone-billed projects.
Trades & build
Quotes, subs, and materials on jobs that move by the day.
Health, wellness & local
Appointment-led businesses that live and die by the calendar.
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?
We open one bundle at a time, and what we open next is decided by who is waiting. Reserve and tell us what you do.
Reserve accessNo card, no call. One email when your bundle opens.