Remember the person.
Give each client a home for the details and context you want to keep close.
Client directory & notesKeep your clients, follow-ups, and next steps in one calm workspace. So the important things don’t get lost in the busy things.
Client notes, tasks, and drafts are live.
AI, Gmail & Outlook are awaiting activation.
The note you meant to save. The follow-up you promised. The draft you’re still thinking through.
Give each client a home for the details and context you want to keep close.
Client directory & notesTurn a next step into a dated task. See your commitments together in the calendar.
Tasks & calendarSave a thoughtful draft now. Explore the AI editor for replies, offers, and counteroffers; generation requires activation.
Cloud-saved draftsSign up with Google or a verified email and password, then name your personal workspace.
Add your clients, jot down a note, and give your next task a due date.
Your workspace is saved to your account, ready when you come back.
Open Mailboxes in your workspace. Gmail and Outlook can be connected when service activation is complete. The app supports inbox previews and reviewed sending when activated. Full background sync is not included. Providers awaiting activation cannot connect.
Yes. The current beta is free with no payment details required. Paid subscriptions require explicit checkout when activated; the beta never converts automatically.
Choose Get started and sign up with Google or email and password. Confirm your email when required, then complete the short workspace setup.
Yes. Export your workspace as JSON from Settings. You can also permanently delete your workspace data from there.
No credit card. No clutter.