Not just a CRM with custom fields. Each client has their own RAG memory, churn prediction, upsell detection and an automatic monthly report. The intelligence is real, not an OpenAI wrapper.
One client = one screen. Invoices, projects, contracts, calls, emails, hours and proposals — all on the same timeline.
Each client has their own semantic index: emails, comments, proposals, minutes. Ask, and the AI cites the source.
Each client has live AI insights: payment cadence, relationship health, latent opportunities. Without anyone digging by hand.
A dedicated AI (churn-prediction) detects clients at risk of leaving and explains why. No need to wait for the cancellation.
Upsell-detection looks at usage, projects and pipeline to tell you which client is ready for a bigger proposal.
Client-monthly-report generates, on the 1st, a per-client report with hours, projects, invoices and milestones for the previous month. Ready to send.
What used to be portfolio review meetings is now a dashboard that talks to itself.
"I open the board and see 2 clients on churn alert, 3 with upsell signals and 1 with overdue payments. Three calls planned for the morning."
"The client asks about the discount we agreed 9 months ago. I ask the record, the AI cites the meeting minutes and the confirmation email."
"18 monthly reports go out on their own at 9:00. Nobody drafted them. They all carry our template and the real numbers."
Every proposal is born from a client record. The digital signature stays linked to the 360° history.
Explore the moduleThe project hangs off the client. Logged hours, tasks and milestones show the real health of the relationship.
Explore the moduleRecurring invoices, bank reconciliation and Verifactu — all tied to the client record without duplicating data.
Explore the packWe'll set up an instance with 6 client records, churn score and a generated monthly report.