Sales
Follow-ups, contacts and opportunities.
THE WORKSPACE FOR YOUR BUSINESS
Your business.
All together.
Customers, money and everyday work.
One workspace, with AI teammates to help run it.
Oak & Ember
New taskWorkspace
Revenue received£24,5802 paid invoices
Outstanding£2,0902 unpaid invoices
Contacts5Customers & leads
Reconcile the latest invoice paymentsfinance
Prepare Fieldwork’s wholesale proposalsales
Review the seasonal customer updatemarketing
Follow up on an overdue invoice
Refund a returned order
1042Juniper Studiooverdue£840
1043North Housesent£1,250
1040North Housepaid£12,800
CRMSales pipelineInboxCalendarFinanceTasksDocumentsMarketingReportingWorkflows
AI TEAMMATES
Give the work a teammate.
Each teammate has a role, business context and a record of its work.
Finance
Invoices, reminders and cash flow.
Support
Customer questions and prepared replies.
Marketing
Customer updates and campaign drafts.
Operations
Tasks, commitments and daily plans.
Insights
Reports, priorities and business summaries.
GETTING STARTED
A workspace shaped around your business.
Add your business
Set your business context and bring your records together.
Connect your tools
Give teammates access to the accounts and information they need.
Set the rules
Choose who does what and which actions need your approval.
Start with your business.
Your workspace is private. Your team stays in your control.