Contracts & Communication

Retention & Operational Play

Consolidate client approvals into a unified inbox, manage e-signatures, and track automated contract renewals.

Current Tier: Starter

Centralized Client Inbox

Consolidate scattered Slack and email threads into a single streamlined workspace feed for approvals.

Requires Growth Plan

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Upgrade to unlock the centralized client inbox.

View Plans

Synced from Email thread • 15 mins ago

Pending Approval

Synced from Slack channel • 2 hours ago

Approved

Built-in e-signatures, secure SOW storage, and automated contract renewal alerts linked directly to your CRM.

Requires Enterprise Plan

Enterprise

Deploy legally binding e-signature requests and store Statement of Work records securely in the cloud.

Document Vault

CRM Linked

Get notified well in advance of contract expiration dates, directly connected to your active CRM pipeline.

CRM Automation