Your Whole Business, Run From One AI Command Center
The Workspace puts an assistant that actually does the work — plus your clients, pipeline, tasks, and finances — in a single place. Sign up and your workspace is ready in about a minute.
Less Busywork. More Control.
You didn't start your business to spend your days copying data between tabs, chasing follow-ups, and wondering what fell through the cracks. The Workspace is the single place where your assistant, your clients, and your numbers all live together.
It's the same agentic AI we've built for clients — now packaged as a product you can log into and use yourself. Every new workspace still gets real, hands-on attention while we grow.
- An assistant that takes actionIt gets work done for you — it doesn't just answer questions.
- Everything in one placeClients, pipeline, tasks, and finances — no more tab-juggling.
- Hands-on early onboardingWork directly with John to shape it around how you actually run.
Start Your Free 30-Day Trial
No card required. Sign in with Google, Microsoft, or a password, name your company, and you're working in about a minute. After the trial, plans start at $39/month — upgrade right inside the workspace whenever you're ready.
Create My WorkspaceEverything You Need to Run the Day
One workspace, built around the way a busy owner actually works.
An Assistant That Acts
Not just a chatbot. It follows up with leads, drafts and sends messages, updates records, and handles the repetitive work — looping you in only when it matters.
Clients & Pipeline
A lightweight CRM that keeps every client, deal, and conversation in one place — so nothing slips through the cracks and you always know what is next.
Tasks & Follow-Ups
Your to-dos, reminders, and follow-up sequences in one view. The assistant can create, chase, and close them out so the ball never gets dropped.
Finances at a Glance
See what is coming in and going out without living in a spreadsheet. Simple, clear numbers so you can make decisions with confidence.
One Login, Everything Connected
Your tools, data, and assistant in a single place — no more jumping between ten tabs. Built to plug into what you already use.
Built for Small Teams
Enterprise-grade capability, priced and designed for small and mid-sized businesses. Powerful where it counts, simple everywhere else.
Ready to Run Your Day From One Place?
Start your free 30-day trial — no card, no commitment. Your workspace is ready in about a minute.