Contacts & Companies Graph
SOLOEvery person and org you deal with, each with an activity timeline you never typed — auto-linked from invoices, proposals, contracts and meetings already in the Brain.
GroundDesk · Roadmap
GroundDesk grows with the businesses that use it. Vote for the features you need most — the more votes an item gets, the sooner it moves up the queue. No sign-up, no catch.
Every person and org you deal with, each with an activity timeline you never typed — auto-linked from invoices, proposals, contracts and meetings already in the Brain.
Drag deals across stages with a weighted forecast; each card surfaces the real quote or invoice and the next-step obligation.
Tells you who to chase today — 'going cold' is detected from Brain activity, with reminders dropped straight into the Priority Window.
Each client's invoices, files and deliverables presented as a live view of the Brain — no manual portal upkeep.
Which SG grants you qualify for, tracking the EDGE consolidation (PSG/EDG/MRA merging in 2H 2026) and SFEC. Feeds OTG's done-for-you grant service.
Branded proposals drafted from your real past scopes, rates and case studies; the client accepts online and it becomes a deal, invoice and PayNow request.
A one-page brief merging your internal history — past deals and docs — with external news. No standalone CRM can do internal plus external.
One branded link carrying the proposal, pricing and docs, with engagement tracking so you know when a buyer is warming up.
Assisted email, LinkedIn and WhatsApp sequences with PDPA consent and unsubscribe built in — deliberately not a cold-spray farm.
Attribute deals to the partners and referrers who sent them, with referral-fee obligations tracked automatically.
Trackable referral links and rewards so happy customers become a repeatable channel.
This month's wins and launches drafted into a ready-to-send newsletter from real company activity, sent to your CRM contacts.
Turn an existing guide into a gated download; captured emails become CRM contacts, closing the free-to-newsletter-to-deal flywheel.
Broadcast to a CRM segment, PDPA-compliant, with opens and clicks flowing back to each contact's timeline.
One idea rewritten into LinkedIn, Instagram, newsletter and blog versions in your brand voice — an extension of the Social Post Drafter.
Automatically asks for a Google or Facebook review right after a paid invoice, and tracks your rating over time.
One link for text and video testimonials, reusable in proposals and newsletters.
On-brand long-form articles grounded in your Brain corpus, not generic filler.
Queue and auto-publish across LinkedIn, Instagram and Facebook (needs per-platform OAuth).
The solopreneur on-ramp into the full CRM — keep your relationships warm before you need a pipeline.
Turn tracked hours into an invoice and a cash-flow forecast, without a separate timesheet app.
Posts in your voice drawn from your real expertise and the work already in your Brain.
A booking link where each booking becomes a contact and a prep obligation.
Generate a P&L, balance-sheet summary and GST-ready reports in one go from the Money primitive — the tax-season saver — with export to PDF and Excel.
One internal AI gateway so every tool is provider-agnostic; pick your provider and model, with cheaper open-weight options for cost or sovereignty.
Customers see what's coming and vote for what they need next — seeded by the in-product suggest-a-feature capture. You're looking at it.
Every tool output rendered with your logo, fonts and colours, exported to Word, PDF or Excel — or a zipped folder for bulk one-go download.
Save outputs to the app's own storage or sync them to your chosen folder — Google Drive first, Dropbox and OneDrive later, two-way where possible.
Bulk-dump existing SOPs, chat alongside to interrogate and refine them, generate a full branded SOP set, and download as Word, PDF or a synced folder.
Individual member calendars that roll up into a shared company view, so leave, deadlines and content schedules are coordinated in one place.
Each company stores its own provider API keys, encrypted at rest, so AI usage bills to them and is never exposed to the browser.
Track token and cost usage per company, member and tool; enforce monthly budgets, caps and rate limits from one dashboard.