ONE APP. THE WORK BEHIND YOUR BUSINESS.

A place for the work.
Room for the whole story.

The task, the customer conversation, the visit and the money are parts of the same working day. Keep them close enough to make sense together.

Your service call isn’t your sales visit. Give each kind of work the details it needs—and a shared story your team can follow.

A task needs a person, a next step and a place for the details. Give your team that clarity. Keep the bigger effort together in a project.

Keep the customer conversations, promises and follow-ups your team records. Give the next person a place to pick up the relationship.

What was it for? Who approved it? What came in? What’s still to settle? Keep money records close to the work that explains them.

LESS DUPLICATION. MORE CONTEXT.

Each part has
a purpose.

A Karma gives meaningful work a shared home. A Task makes a next step actionable. An Update keeps a conversation worth remembering.

Contacts give relationships continuity. Money explains financial events around the work. Projects group related tasks into sections.

Use the structure the work needs. A useful note doesn’t need another task, and a small task doesn’t need an elaborate process.

START WITH YOUR WORK

Choose a process your team knows. See how the people, next steps and money fit around it.