A CRM your AI agent can run directly, that grows into invoicing, projects, inventory, and team — and gives clients a scoped portal into just their own work.
Contacts and pipeline your AI agent can actually operate — not just a dashboard it summarizes.
Invoicing, payment tracking, and a simple ledger. No tax engine to babysit.
A closed deal becomes a delivery board automatically.
Simple stock counts tied to invoicing, for businesses that sell physical goods.
Employee records and time off — light enough to never feel like HR software.
A retail client watching a storefront rebuild. An author tracking a manuscript through editing, design, and release. A consulting client checking on a project.
Every one of them gets a scoped view — enforced at the database level, not just hidden in the interface.
What a client can and can't see