Know every client. Instantly.

The AI-powered client intelligence platform that adapts to your industry. Every interaction, every preference, every detail -- ready when you need it.

Built for Your Industry

One platform, ten verticals. Industry-specific fields, workflows, and intelligence tailored to how you actually work.

Dental

Patient intelligence for modern practices

Legal

Client & matter management with conflict checks

Accounting

Client engagement tracking & advisory

Automotive

Vehicle history, service records & deferred work

Restaurant

Guest profiles, preferences & reservations

Salon

Style preferences, color formulas & history

Real Estate

Buyer profiles, showings & offer tracking

Fitness

Goals, injuries, PRs & workout history

Veterinary

Pet records, demeanor flags & medications

General

Universal client intelligence for any business

Try Everything Free for 14 Days

Our reverse trial gives you full access to all Pro features from day one. No credit card required. After 14 days, keep using the free tier with up to 50 clients, or upgrade to keep all the premium features you have come to rely on.

Day 1

Full access to all features. AI chat, document vault, vertical-specific tools.

Day 12

Gentle reminder: your trial is ending soon. Review what you have built.

Day 14+

Continue free with 50 clients, or upgrade. Your data is never deleted.