Map, audit, and optimize every client portal from one account. Unlimited workflows, all features, pooled AI usage. Connecting your first portal starts a 14-day Pro trial. Pick your agency plan during or after.
For small agencies managing a few client portals.
For growing agencies scaling client operations.
For established agencies with large client bases.
Need more than 30 portals or higher AI / audit limits? Custom envelope, dedicated support, custom SLA.
Individual plans start at $9/mo with a 14-day free trial of Pro on every signup.
No feature gating, no per-portal upcharges. Every agency tier ships every feature. The only thing that scales is portal count and pooled AI usage.
Map every workflow in every portal.
See how workflows connect across objects.
Instant health grading for every workflow.
Find property write collisions automatically.
Shapes, sections, stickies, text, connectors.
PNG, CSV, SVG, PDF, Lucidchart.
Portals stay up to date automatically.
Portal audit deliverables, exported as a PDF.
Your logo, your brand color on the audit deliverable.
Track every workflow change over time.
Connecting your first portal starts a 14-day Pro trial. Pick your agency plan during it or after, or talk it through with us first.