use cases

Centralize targets, sequences and follow-ups so LinkedIn outreach becomes consistent, trackable and delegation-friendly.

Connect contacts, deals and activities in one view to forecast revenue and prioritize follow-up confidently.

Plan, produce and publish multi-channel content from one system, linking every piece to campaigns and offers.

Consolidate leads from forms, events and messages into one pipeline with clear ownership, status and priority.

Aggregate customer feedback, group themes and connect insights to backlog items, features and service improvements.

Track proposals, SOWs and contracts across stages, linking each to deals, pricing decisions and renewal dates.

Define repeatable onboarding paths per service so projects start aligned, fast and with much less friction.

Monitor retainer commitments, recurring deliverables and ad-hoc requests to protect margins and identify upsell opportunities.

Visualize all projects, budgets, risks and timelines together to rebalance resources and communicate priorities clearly.

Document operational processes as living SOPs connected to real data, responsibilities, deadlines and review cadences.

Capture internal IT, ops and admin requests in structured queues with categories, priorities, owners and response targets.

Transform meetings into AI-generated notes, decisions and assigned tasks connected directly to projects and timelines.

Track roles, candidates, stages and interviews centrally to improve hiring speed, quality and team coordination.

Organize trainings, resources and learning paths by role, tracking progress and linking knowledge to daily workflows.

Connect invoices, clients and projects, monitor payment status and project cashflow to support calmer financial decisions.

List all tools and suppliers with costs, owners and renewals to reduce waste and negotiate better agreements.

Define goals, KPIs and owners, connect them to projects and give everyone the same performance truth.

Unify clients, projects, marketing and finances so solo founders always know priorities, runway and next actions.

Plan series, episodes, assets and deadlines across platforms to batch work, collaborate smoothly and track results.

Organize life areas, projects, tasks and notes into a trusted system that supports thinking, focus and decisions.