Give every new relationship a next step.
Keep company research, content plans, campaign work, and reviewed follow-up connected to the customer.
Included in ABS Platform · $99/month · Guided onboarding optional
Inside the workspace
Growth & follow-up, in context.
- Review company sources, website observations, and named-contact evidence.
- Assign campaign and content work; review the recipient and message before outreach.
- Track replies and next actions through the customer relationship.
Research and planning tools are included. Licensed prospect data, verification, messaging, advertising, and managed acquisition have separately agreed setup and costs. Research results do not authorize outreach; customer mailbox sync is not included.
Early access: we confirm capabilities, required connections, and workspace readiness before billing.
Start with one useful workflow.
All supported core modules share one subscription. We confirm fit and readiness before billing; you choose self-guided setup or optional hands-on help.
CRM & customers
Connect customer history, researched accounts, configurable pipelines, and the next follow-up.
Explore workflow ↗Estimating & takeoff
Upload bid documents, measure quantities, and build an itemized estimate with costs you control.
Explore workflow ↗Project management
Connect customer work to assigned tasks, dependencies, shared evidence, and project costs.
Explore workflow ↗