Run your whole business in one system.
Industry-tuned CRM & ERP — like our own Clavix 360°. Pipelines, projects, payment plans, commissions, proposals, and reporting in one connected workspace.
1
system, not five spreadsheets
100%
of your pipeline visible at a glance
<5min
to draft an AI proposal
24/7
reporting — no waiting for end-of-month
What we do
One workspace for every revenue-touching team.
AI-generated proposals & reporting
From quick quotes to full deal proposals — drafted by AI in your tone, anchored in your pricing rules, ready to send in minutes. Plus board-ready reporting that writes itself.
- Templates that learn your style
- Pricing rules + approval flows
- Multi-format export
Sales pipelines
Visual stages, automated nudges, win/loss tracking — the pipeline your reps actually live in.
Customer management
360° view per account — contacts, history, deals, projects, notes — all on one screen.
Projects & milestones
Project plans tied to revenue, billing, and team capacity.
Payments & commissions
Payment plans, collections, commissions automated to the cent.
Who it's for
Built around how you actually work.
Sales teams
Reps need a single source of truth. We give them one.
Real estate & developers
Units, projects, payment plans, brokers — connected.
Growing companies
Scale operations without scaling chaos.
Enterprises
Compliance, audit, integrations — without the SAP price tag.
Approach
Tailored. AI-native. Connected.
Tailored to your workflow
We start with how you sell and operate today, then design the system around it — not the other way around.
AI at the core
Drafting, summarising, recommending — AI handles the busywork so your team handles relationships.
Integrates with your stack
Email, accounting, payments, marketing, support — connected by APIs, not copy-paste.
Advantages
What changes when it all runs in one place.
- Everything connected — no swivel-chair between tools
- Automation that handles the admin chores
- Insights ready when you are, not at month-end
- Less data entry — more time with customers
- AI-drafted proposals + reporting on demand
- Built around your industry, not Salesforce's
Stop juggling tools. Run on one.
Tell us how your team works today. We'll show you the workflow that replaces the spreadsheets — and what your team gets back.