INITIALIZING · PLATFORM v2.0

YOUR
COMMAND
CENTER.

The all-in-one platform for managing clients, projects, campaigns, and leads. Everything your team needs to stay organized and move faster — in one place.

FREE FOR BLACK LABEL CLIENTS · $10/MO FOR EVERYONE ELSE

FILE / PLATFORM_STATUSLIVE
PRODUCTClient Operating Platform
BUILT FORTeams of Any Size
STATUS● ACCEPTING USERS
PRICING$10 / MONTH
CAPABILITIES
CRM
CAMPAIGNS
PROJECTS
LEADS
REPORTS
AI ASSIST
PROJECT MANAGEMENT CLIENT CRM CAMPAIGN TRACKING LEAD PIPELINE AI ASSISTANT TEAM PERMISSIONS CUSTOM BRANDING ADVANCED REPORTS PROJECT MANAGEMENT CLIENT CRM CAMPAIGN TRACKING LEAD PIPELINE AI ASSISTANT TEAM PERMISSIONS CUSTOM BRANDING ADVANCED REPORTS
02 / PLATFORM — WHAT'S INSIDE

EVERY TOOL
YOU NEED.
NOTHING YOU DON'T.

01

Client CRM

Keep every client relationship organized — profiles, history, notes, and communication all in one place.

02

Campaign Tracking

Monitor budgets, timelines, and performance with live dashboards built for clarity, not clutter.

03

Project Management

Kanban boards, task assignments, and team collaboration so nothing slips through the cracks.

04

Lead Pipeline

Move prospects through a visual pipeline with automated follow-ups and built-in lead scoring.

05

Team Messaging

Internal notes, client communications, and role-based access — in context, never scattered.

06

Calendar & Scheduling

Deadlines, meetings, and milestones in one shared calendar synced across every project.

07

Advanced Reports

Clean, exportable reports with charts, summaries, and AI-generated insights ready to share.

08

Cuttlefish AI

Your built-in AI co-pilot — automates reports, surfaces insights, and answers questions instantly.

09

Custom Branding

Make it yours. White-label with your logo, colors, and domain for a seamless experience.

03 / THE PROCESS — HOW IT WORKS

ORGANIZE EVERYTHING. SEE EVERYTHING.
MANAGE smarter. MOVE FASTER.

01

Set Up in Minutes

Create your workspace, invite your team, and configure who sees what — no IT required.

02

Bring Everything In

Add clients, create projects, run campaigns, and track leads all from the same dashboard.

03

Execute and Grow

Use AI-driven reports, smart automations, and real-time data to make better decisions faster.

04 / PRICING — TRANSPARENT

ONE PLAN.
EVERYTHING
INCLUDED.

$10/ MONTH

PER COMPANY · UNLIMITED USERS

  • UNLIMITED CLIENTS & PROJECTS
  • FULL CRM & LEAD PIPELINE
  • CAMPAIGN MANAGEMENT
  • TEAM COLLABORATION TOOLS
  • CUTTLEFISH AI ASSISTANT
  • CUSTOM BRANDING & WHITE-LABEL
  • ADVANCED REPORTS & ANALYTICS
  • UNLIMITED TEAM MEMBERS
  • PRIORITY SUPPORT
GET STARTED FREE

FREE FOR BLACK LABEL CLIENTS · $10/MO OTHERWISE

YOUR ENTIRE OPERATION. ONE PLATFORM.

READY TO TAKE
control?

GET STARTED NOW