Features
Features
Feature Hub
Core capabilities
AI Assistant
Ask, summarize, prioritize and generate action plans.
CRM
Leads, customers, follow-ups, stages and revenue.
Family Management
Tasks, documents, emergency info and reminders.
Documents
Expiry dates, policies, IDs, bills and compliance.
Projects
Tasks, milestones, owners and reporting.
Relationships
People, notes, occasions and follow-ups.
Health
Reports, prescriptions and appointment history.
Finance
Plans, expenses, billing and revenue views.
Subscriptions
Renewals, invoices, upgrades and payment status.