Pricing
Monthly
$150/ seat
Contact sales
  |   |   | |
|---|---|---|---|
| Client & prospect management | |||
| Tasks | |||
| Projects | |||
| Opportunities | Limited | ||
| Notetaker | Limited | - | |
| Prospecting | - | - | |
| AI Agents | - | - | |
| AI Nudges | - | - | |
| AI Chat | - | - |
Ben Gajardo
Gajardo Wealth Management
“
I was tired of so many logins. Combining my CRM, notetaker, and project management tools has been amazing.
FAQs
Be the reason behind the retirement party, the second home, the peace of mind.