Unite Tools
Every tool for the job, on its own or together.
Tools that unite a team behind your vision. Decks, a customer pipeline, crew tasks by link, event plans, team docs and one card per job. Start with the one you need.
Live today
Six tools. Use one, or put them on one job.
SlidesLivePaste your notes. Get a finished deck in seconds.Proposals, price boards, training and Sunday slides in 47 looks. Change a slide by asking.
See everything Slides does →CRMLiveKnow who to call today.A pipeline board with your stages, P1–P5 priority and a dollar value on every card.
See everything CRM does →TasksLiveYour crew gets their tasks by link. No login.To do, Doing, Done, and each person sees only their own list.
See everything Tasks does →EventsLiveDescribe the event. Get the whole plan.The schedule, the teams and their tasks, and checklists. Print it or save a PDF.
See everything Events does →DocsLiveThe one doc your team actually sees.Scopes, menus and plans with comments, versions and @-links to the people and the job.
See everything Docs does →ProjectsLiveEverything about one job, on one card.The doc, the proposal, the people and the tasks for one job, with the next step on top.
See everything Projects does →Coming soon
Next on the job card.
Websites Coming soonA web page for your business from a short brief, in the same look as your deck.
Check-In Coming soonCheck people in at the door with a scan.
Letterhead Coming soonYour brand kit, with letters and certificates in your colors and names filled in. You and your team will also be able to make presentations and web pages in your brand kit.
Invoices Coming soonEmail a photo of a receipt. It lands on the job’s costs.
Works even better connected
Add the customer once. Every tool already knows them.
Each tool works on its own. Put them on one job card and the proposal, the crew tasks and the plan all share the same customer.