Features
Monthly billing
Per month on yearly billing
Starter
$25
/m
$19
/m
Growth
$79
/m
$49
/m
Enterprise
$129
/m
$99
/m
Customer Experience
Branded Customer Portal
Project presentation
Customer login via magic link
Customer login via OTP
Customer approvals and collaboration
Real-time collaboration with buyers (chat, shared workspace)
Project Management
Project Updates
All Tasks view (Gantt, List, Kanban)
Key events and Intervals
Sub-Tasks
Task Checklist
AI Assisted task/sub-task creation
AI copilot for Task detaiailing and explanation
AI assistance for task improvements like proofreading/tone changes etc
Project Health Score
Custom Automations (Unlimited)
AI- Powered Digital Sales Room
Manage Customer Accounts
Deal Management
Deal Pipeline Management
Business Proposal with e-signature support
Version Tracking
Shared work management
Sales Document Management
Real-time collaboration with buyers with shared workspace
Meeting Management
Calendar integrations (Google, Outlook, Office 365, Zoom)
Automatic meeting invites and reminders
Role-based access for internal teams and customers
AI Meeting Insights
AI-generated meeting notes (MOM) with key highlights
Automatic action item extraction and task assignment
AI-powered summaries for quick catch-ups
Follow-up suggestions based on discussion points
Sentiment and tone analysis of customer conversations
Templates
Project and Document templates
Email templates
Project welcome and closure email template
AI assisted project template creation for vaious type of projects
Files and document management
Attachments
Spaces
Time capture, management, reporting
Time tracking
Business Hours Management
Holiday Management
Reporting and Dashboards
Project performance report
Portfolio report
Account Dashboard
Project Dashboard
Collaboration
Task collaboration
Document collaboration
Project collaboration
Delivery metrics and performance monitoring
Email Integration
Unified inbox (sync with Gmail, Outlook, IMAP/SMTP)
Email threading for contextual conversations
Shared inbox for team collaboration
AI Copilot for drafting, proofreading & tone adjustment
Smart reply & auto-completion suggestions
Sentiment analysis on incoming emails
Email Integration
Branded Customer Portal
Branded Customer Portal
Project presentation
Project presentation
Integration
Hubspot
Google Workspace
Outlook
Zoom
Privacy and security
Privacy and sharing
Custom domains
API
Custom email domain
Role Based Access Controls
Support
