The AI Copilot is embedded across every module. Ask it to do anything — it reads your live business data, proposes actions, and executes with your approval.
One copilot, every department. It knows your CRM, Finance, HR, Projects, and Marketing data — and can act on all of it.
The AI understands your crm data structure, relationships, and business rules — ready to assist instantly.
The AI understands your finance data structure, relationships, and business rules — ready to assist instantly.
The AI understands your hr data structure, relationships, and business rules — ready to assist instantly.
The AI understands your projects data structure, relationships, and business rules — ready to assist instantly.
The AI understands your marketing data structure, relationships, and business rules — ready to assist instantly.
The AI remembers context across turns. Reference earlier results without repeating yourself.
Every data-changing action is proposed for your review first. You're always in control.
The AI proactively suggests next steps based on your current module and open records.
Every session is saved. Review what the AI did, why, and replay actions in audit logs.
The AI respects your permission model — it won't access or modify data your role can't touch.
Fast models (Haiku) for lookups and reads. Smart models (Sonnet) for analysis and generation. Cost-efficient by design.
Every 6 hours, the Advisor Engine scans your business data across all modules and surfaces actionable insights to your dashboard — unprompted.
Sign up today and start talking to your business in plain English.