Run the work, not just the pipeline.
Projects and EOS scorecards that live next to the pipeline instead of in another tab you forgot.
Included on every plan · No card required
Boards for the work, scorecards for the numbers, wired to your CRM.
Boards
Monday-style flexibility, CRM-native.
- Typed columns: status, people, dates, numbers, formulas, lookups
- Rows cross-link to contacts and deals both directions
- Totals, filters, sortable saved views per member
- Form submissions can land as intake-board rows
- CSV export, archiving, task conversion
Scorecards
EOS-style weekly numbers with teeth.
- Green / yellow / red goals per measurable
- Auto-measurables computed from CRM activity
- Weekly review flow: reds become owned tasks
- Off-track numbers can fire automations
Automation hooks
The work talks to the system.
- Automations can set, increment, or add to measurables
- Scorecards refresh themselves hourly
Every module, one relationship.
ARC
Attentive Relationship Concierge
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
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