Customer stories
Explore the operating patterns behind solo businesses, small teams, and growing organizations. Named customer stories will appear here as customers approve them for publication.
Solo operators
Cadet gives a solo business the core workspace: clients, invoices, estimates, projects, tasks, notes, calendar, inbox, and AI allowance.
Small teams
Voyager adds more seats, shared inbox workflows, SMS, time tracking, more storage, and unlimited projects for teams shipping client work together.
Growing businesses
Specialist and Commander bring the heavier operational layer: proposals, voice, marketing, accounting, AI, automations, and unlimited scale options.
How teams grow into it
The app does not force every team to adopt the entire suite on day one. Plans scale from core CRM and billing into communication, proposals, AI, automations, accounting, inventory, and reporting.
Centralize records, requests, estimates, projects, notes, files, calendar, invoices, and payments.
Add shared inbox, SMS, voice, voicemail, time tracking, client sharing, and clearer handoffs.
Turn on proposals, AI, automations, accounting, inventory, profitability, and advanced reporting.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
