Earnest.

Your command center. Scans tickets, projects, tasks, invoices, channels, social, deals, and goals — then surfaces prioritized actions, urgent items, and intelligent suggestions. No AI tokens needed — pure algorithmic intelligence that loads instantly every time you open Earnest.

AI reads across your entire business — contacts, clients, projects, tickets, invoices, deals, and goals — then generates health scores, pipeline forecasts, growth plans, and contact strategies tailored to your brand positioning and objectives.

Instant CRM and marketing health scores computed from your real data — no AI tokens, no waiting. Algorithmic analysis of contacts, revenue trends, overdue items, and pipeline health gives you a live pulse on your business the moment you open the dashboard.

AI scans your entire business — contacts, social, email, clients, revenue — and returns a marketing health score, actionable insights, and multi-channel campaign plans. Analyze for a specific client or your whole organization. One click.

Your data becomes your strategist. AI connects the dots across every module to generate campaigns, spot opportunities, and surface insights no isolated tool can see.

Set brand direction, goals, target audience, and location per client. Every AI feature — from CRM analysis to social posts to email campaigns — uses this context to generate suggestions aligned with your positioning. Not generic advice. Your brand, your voice, your market.

Schedule to Instagram, LinkedIn, Facebook, and Threads. AI generates platform-optimized posts, hashtags, and image suggestions — all informed by your brand direction and target audience — in seconds.

Block-based newsletter builder with AI-powered content generation. Describe your email and get a complete template — subject line, sections, images, and copy — all tuned to your brand voice and audience.

AI suggests strategic goals based on your actual data, brand direction, and business objectives — financial, networking, performance, marketing, or custom. Track progress with periodic snapshots and let the productivity engine factor your goals into daily priorities.

Kanban boards, task lists, timelines, file attachments, and a command-center project dashboard with stats, document uploads, invoices, and activity feeds. Your team always knows what's next.

Every person and company in one unified CRM — clients, contacts, prospects, and networking connections from CardDesk. Brand context, goals, services, and the full history of every conversation and project.

Personal task lists with AI-powered suggestions, day and week scheduling, motivational progress tracking, and confetti celebrations. AI generates task ideas based on your workload and brand context so nothing falls through the cracks.

Admins control AI usage per member — set monthly budgets, toggle access on and off, monitor usage across the team. Purchase token add-on packages when you need more. Full visibility into who uses what.

Role-based client visibility with team assignments and individual overrides. Owners and admins see everything. Managers and members see only the clients assigned to their teams — plus any individual access grants.

Stripe-powered invoices, proposals, payment tracking, and PDF generation. Get paid on time.

Slack-style messaging built into your workspace. Conversations stay with the work they're about.

Twilio-powered calling and Daily.co video meetings linked to your CRM pipeline. Click-to-call contacts, record calls, host team video, and auto-log meetings as lead activities — all without leaving Earnest.

Calendar-first scheduling with meetings, follow-ups, and lead touchpoints on one view. Link meetings to your pipeline, auto-log CRM activities, and schedule directly from lead profiles. Google/Outlook sync, iCal feeds, public booking pages, and Daily.co video built in.

Turn every business card and networking event into a CRM relationship. Scan cards with AI vision, track follow-ups, and gamify your networking with XP, levels, and badges.

Your business in your pocket. Tasks, messages, contacts, and AI on the go — a mobile-first companion that keeps you connected to everything in Earnest.