Your whole business, on one screen.
Tasks due today, customers waiting, invoices owed and bookings coming up, with Chip's brief on what to do first. Every number comes live from your own workspace.
Free plan, no card needed. Or book a demo.
Open your laptop and know where you stand.
Home pulls from every part of your business: contacts, projects, tasks, invoices, bookings, campaigns and goals. No sample numbers and no widgets to set up, just what's true today.
- Contacts, Active Projects, Open Tasks and Pending Invoices
- Today's agenda: tasks and bookings, with a NOW line
- This quarter's goals and what your team is working on
Chip tells you what to do first.
A one-line brief picks the most urgent thing. Chip's brief adds live rows and questions that change with your data, like "Draft a payment reminder" or "Who have I not followed up with?".
- Ask Chip opens right there, Full chat when you need room
- Starter questions that change with your data
- Plain-word help when billing or your sending domain needs a fix
What needs you, before it becomes a problem.
Overdue tasks and unpaid invoices sit together in Needs you, each with a clear pill. Clear them and Home says so: all clear, nothing needs attention right now.
- Up to 3 overdue tasks and 2 unpaid invoices
- One click into the task or the invoice
- Activity over 14 days: tasks created and contacts added
See who's waiting, as it happens.
Live pulse counts unread conversations, new contacts and leads today, and people chatting on your website right now. Accept, open or assign a chat without leaving Home.
- Unread conversations, new contacts and new leads today
- Live website chats with Accept, Open and Assign
- A WhatsApp link and QR code to share, with chats landing in your Inbox
Set up once, and Home fills itself in.
Quick start ticks itself off from real data as you go. The Launchpad connects your email domain, SMS, WhatsApp, Facebook, Instagram, LinkedIn, payments and Google Calendar from one place.
- Steps tick off on their own
- Connect your tools from one Launchpad
- Quick launch buttons, and ⌘K any time
Work talks to the rest of your business.
Everything below shows up on the client's record on its own, so you never piece the story together by hand.
Ask Chip. It already knows your work.
Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.
Which plans include Home?
Home is on every plan, including Free. It shows what your plan includes, live from your workspace.
- FreeIncluded, free forever
- StarterIncluded, 30-day trial
- GrowthIncluded, 30-day trial
- ScaleIncluded, 30-day trial
Questions about Home
What will I see the first time I log in?
Can I see tasks, invoices and bookings in one place?
Is there an AI daily brief for small business owners?
Does it work on my phone?
Is the dashboard free?
Start every day knowing what matters.
Free to start. Answer four questions and your Home is ready.
Or book a demo and we'll set it up with you.