
AI-powered lead scoring (0-100 scale)
Automated inquiry response within 5 minutes
Lead categorization: High Priority, Nurture, Consultation Scheduled
Voice-matched AI communication (trained on your style)
Smart calendar integration
Pipeline dashboard with real-time insights
Email & SMS automation
Basic client journey touchpoints
Mobile app access
Unlimited leads per month


Everything in Essentials, plus the relationship nurturing that keeps clients raving about you long after project completion. Perfect for firms generating $2M-$4M annually who understand that exceptional service creates referral momentum.
AI-powered lead scoring (0-100 scale)
Everything in Essentials, plus:
Full client journey automation (welcome, milestones, post-project)
NPS & satisfaction surveys at peak moments
Testimonial collection system with optimal timing
Strategic gifting engine with milestone tracking
Post-project nurturing sequences (2 weeks, 6 months, 1 year+)
Referral request automation
Partnership CRM basics
Enhanced analytics & reporting
Unlimited leads per month
Email platform support

The relationship platform that does it all. Everything in Growth, plus dedicated partnership cultivation and concierge-level gifting support. Perfect for firms generating $4M+ annually or those serious about making referrals their primary lead source.
Everything in Growth, plus:
Full Partnership CRM with relationship scoring (1-10 scale)
Automated partnership touchpoints (architects, builders, realtors)
Strategic gifting concierge (we help source and track)
Advanced referral attribution tracking
Partnership performance analytics
Overdue relationship alerts
Dedicated account manager
Priority support (response within 2 hours)
Quarterly strategy calls
Unlimited leads


Your rate locks in at the then-current pricing (50% more/month). As a founding member, you'll receive a 60-day notice before any price adjustments and will always pay less than new customers joining after you.
Yes, you can change tiers at any time. Upgrades take effect immediately, and downgrades take effect at your next billing cycle.
Full access to your chosen tier with no credit card required. We'll send you a reminder 7 days before the trial ends, and you can cancel anytime with no charges.
During onboarding, you'll upload 10-15 examples of your emails and client communications. Our AI analyzes tone, phrase patterns, and style to draft messages that sound unmistakably like you. You always review and approve before sending.
We can create custom packages for unique situations. Schedule a call with our team to discuss your specific needs.
Most firms are fully operational within 7-10 days. The Essentials tier can be set up in as little as 5 days. We provide hands-on onboarding support for all tiers.
Yes. We integrate with Gmail, Outlook, Google Calendar, Apple Calendar, Stripe, Instagram, Facebook, and major review platforms (Google, Houzz, Yelp).
We offer a 90-day money-back guarantee. If you don't see measurable improvement in lead response time, client satisfaction, or pipeline organization, we'll refund your subscription, no questions asked.
Absolutely. We're GDPR and CCPA compliant, with bank-level encryption and regular security audits. Your data is never shared or sold.
Yes. Cancel anytime with 30 days notice. We'll help you export all your data, and there are no cancellation fees.
Business & Design Industry Recogniation
2025-2026 The Marquis Who’s Who in America
2026 The Marquis Who’s Who of Professional Women
2025 CO—100 Champion of Adaptability (U.S. Chamber of Commerce)
2024 ASID Diversity in Design Grant Recipient
Featured Speaker: ASID, IDS, NKBA, Business of Home, IDCEC
Industry Partnerships: ASID, Business of Home, IDS, NKBA

