The product
Every part of the agency, in one place.
Finance, sales, team insights, meetings, notes, clients — wired to the same data your boards and your AI already use.
Finance & Profitability
Know which clients make you money. And which ones quietly drain it.
Per-project P&L, auto-calculated
Tracked hours × billable rate, minus direct expenses. The math just happens.
Invoices that fill themselves in
Pull from time entries and milestones. Send branded PDFs in two clicks.
Recurring expenses with renewal alerts
AWS, Vercel, Figma — never get surprised by an annual bill again.
Sales & Pipeline
Stop guessing why deals close. Hub tells you.
Full funnel, all five conversions
Acceptance → reply → call → proposal → closed. Each rate, every rep, every week.
ICP discovery from your own wins
Hub clusters your closed deals by industry, region, company size — and surfaces the pattern.
A/B test every message you send
Upwork proposals, LinkedIn DMs, cold emails — automatic split tests with significance.
Team Insights
See your team the way a great manager would — without being one.
Workload bars sorted by load
Find the person carrying 2.5× the team average in one glance. Rebalance before burnout.
Heads-up alerts you can't miss
Blocked tickets, missed standups, idle members — surfaced automatically each week.
Leaderboards for the things that matter
Top completer · best punctuality · fastest cycle. Not vanity metrics.
Everything else
One platform. Every part of the business.
Each module was built because we needed it. Clients, meetings, HR, notes, insights — all wired to the same data your boards and finance already use.
Clients
Every client, every contract, in one profile.
Linked invoices, projects, contacts, contracts and notes — no more “where did we save the MSA?”
Meetings
Attendance, not just calendars.
Per-occurrence join logs. Hub flags patterns you wouldn't catch.
Notes & wiki
Obsidian-style notes. Built into your workspace.
[[Wiki-links]], backlinks, attached to clients and projects. Stop pasting Notion URLs in Slack.
Team & HR
Your people, your workload, your leaves.
Directory, leave tracker, performance notes, workload signals — no BambooHR upcharge.
Business pulse
The patterns that hide in 90 days of data.
On-time delivery, utilization, attendance, profit margin — plus a heatmap of when your team actually does deep work. Click any metric to drill in.
Stop renting your stack. Run your agency.
14 days free. Trello import in 30 seconds. Cancel anytime — your data is yours.