The Engine
Run Your Firm from One Control Center
The Engine powers your entire front-end — from first click to signed client to paid invoice.
All your data, automations, and client touchpoints live in one connected platform. Nothing slips.
Optional tools include content templates, prebuilt workflows, and even smart assistants to help streamline follow-ups and proposals.
All your data in 1 place
Elevate sales potential with a comprehensive sales and marketing suite. Centralize and manage all prospects for streamlined, successful growth.
Follow up faster
Boost conversions: Swift lead follow-up for efficient sales cycles and increased revenue.
Automate client intake
Automate client intake for streamlined efficiency and enhanced sales onboarding.
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Close deals faster with automated follow up
Transform workflows: Unshackle your team from manual tasks. Drive faster deal closures and strategic focus by harnessing the power of automation.
2.7X
Faster deals
68%
More deals closed
