One workspace for the full client lifecycle.

CRM, request capture, forms, portals, and job history.

Projects, tasks, scheduling, notes, reminders, habits, and focus.

Shared inboxes, email, SMS, calling, voicemail, and routing.

Business calling, voicemail, routing, AI notes, and SMS follow-up inside the Inbox suite.

Turn recordings, summaries, voicemail, reminders, tasks, and follow-up messages into connected work.

Route callers by menu, business hours, ring group, queue, forwarding, or voicemail rules.

Limit contractors and account managers to assigned clients and inherited client work.

Estimates, proposals, invoices, retainers, credit notes, and payments.

Create estimates, proposals, deposits, and payment plans from the same client record.

Shape branded estimates, proposals, invoices, and handoff documents for clients.

Stripe payment links, saved methods, payment plans, and collections.

Expenses, product catalog, inventory, AR aging, and profitability.

Ask AI, compose, rewrite, translate, and knowledge-base search.

Email, SMS, tasks, reminders, and notifications with test runs and logs.

Dashboards, AR aging, profitability, activity, and operational views.

Client files, workspace storage, shared links, and organized records.

Service packages, product catalog, inventory, and reusable line items.

Keep client-facing forms, proposals, shared links, and workspace surfaces on brand.

Manage workspace presentation, team access, brand settings, and reusable controls.

Plan around seats, storage, AI usage, dedicated support, and larger-team needs.