Industry
AI Client Manager for agencies
Client context, proposals, and follow-ups in one place. Thin Product template start, not a full agency OS yet.
Thin marketing stub. Copy is honest scaffolding, not a finished SEO program (that lives on Site).
All industriesWorkspace template
B2B Services — Start from the Product (B2B / services) template: companies, people, opportunities, proposals, and sample B2B accounts.
Accounts and people
Companies and contacts with the thread that belongs to them.
Proposals and sequences
Draft and share proposals; sequences stay approval-aware for anything that leaves the workspace.
Delivery adjacent
Projects and Done ledger exist; deep agency resource planning is later.