It rides out front of every relationship.
The Attentive Relationship Concierge: the layer that reads your whole book of business and rides ahead of it.
Included on every plan · No card required
Your morning brief: who is slipping, and what it will cost you.
Contacts, companies, and deals that behave like people
The core records, minus the filing-cabinet feel.
- Inline editing right in the table views
- Custom fields on every record, editable on the card
- Attio-style record cards with activity, notes, and tasks
- Timelines that merge email, texts, calls, notes, and meetings
- HubSpot import, CSV import/export, duplicate merging
- Relationship classification, first-class: Investor, Broker, Vendor, Partner, Financial Institution, Property Manager, Attorney, GC, CPA, IRA Expert
- Relay handoffs: pass a relationship with context, acceptance, and a verified first touch
Ask Sam, everywhere
TenthAvenue's AI, in every table and composer.
- Type "investors in Texas added this month" and the filters build themselves
- Bulk edits in plain English with preview and undo
- Company enrichment that cites its sources
- Data health hub with one-click fixes and AI fill
AI where it earns its keep
Metered, brand-aware, and optional.
- AI meeting briefs: a prep one-pager from the full CRM history
- AI email compose in your captured brand voice
- Brand capture: point it at your website, get colors + voice
- Use platform credits or bring your own key
Every module, one relationship.
Ping
Texting + calling
Meridian
Scheduling, branded
Events
Zoom meetings + webinars
Megaphone
AI email, no technical skills
Mailbox
Unified inbox
Forms
Capture that closes
Ink
E-signature in your brand
Collect
Quotes, invoices, payments
Automations
30 triggers, 16 actions
Convoy
Projects + EOS scorecards
Signal
Dashboards that compose themselves
Verified
Blue + gold identity checks
Ambassador
Referrals as a system
Underwrite
Deal underwriting, live
TenthYards
Capital raises, end to end