The platform

Nine modules.
One relationship.

Every channel a relationship travels through, in one place and under your brand. Pick a module to see exactly what it does, everything below ships on every plan.

Attentive Relationship Concierge

ARC

A CRM is a filing cabinet that waits for you. ARC goes ahead. It reads your whole book of people, watches every thread across email, text, and calls, and surfaces exactly who needs you today, before silence becomes a lost deal.

Explore ARC
Capital raises, end to end

TenthYards

From a branded offering page to signed subscriptions to funded wires, TenthYards runs the entire raise. Generate AI offering memos, onboard investors with KYC and accreditation, follow every investor with AI emails and texts, and watch every dollar move to funded.

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Unified inbox

Mailbox

Connect Gmail or Outlook and your mail flows in automatically, threaded onto the contact it belongs to. No more digging through inboxes to remember what was said, or who said it.

Explore Mailbox
AI email, no technical skills

Megaphone

Tell Megaphone what you want to say in one sentence and it writes a polished, on-brand email, no HTML, no designer, no technical skills. It sends from your verified domain and writes every open, click, and reply back to the record.

Explore Megaphone
10DLC SMS, done right

Ping

Send and receive texts from your own carrier-registered numbers, with consent and opt-out handled for you. Two-way threads land on the contact, and journey texts fire as relationships move.

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Scheduling, branded

Meridian

Share a branded booking link, let people pick a time against your live calendar, and send reminders over email and SMS so they actually show. Every booking becomes a record.

Explore Meridian
E-signature in your brand

Ink

Upload a document, place signature, date, and initial fields, and send it in your colors. Recipients sign inline, you get the completed PDF with a certificate, and it threads back onto the deal automatically.

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Projects + EOS scorecards

Convoy

Convoy is the tracker for everything around the deals: flexible boards with typed columns, formulas, and cross-links to contacts and deals, plus EOS-style weekly scorecards that grade your numbers green, yellow, or red and fill themselves from CRM activity.

Explore Convoy
Referrals as a system

Ambassador

The people who love you are your best channel. Ambassador tracks referrals end to end, attributes the closed business, and rewards the people who send it, all inside the same system.

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All of it, on every plan.