Earnest.

A unified shell — circular gradient app chips on a floating rail, a glass top chrome, and pill-segmented floor strips inside each app. Move between Work, Clients, Money, Marketing, and Organization without losing context. The palette tints the rail plinth so every app has its own visual home.

Earnest moves like a native iOS app. Detail surfaces open as slide-over panels that stack push/pop with a Framework7-style spring curve — list context stays visible behind, the prior panel softens with a scale-back-and-fade, and the URL travels with you so every layer is shareable. Bottom sheets with drag-to-dismiss handles cover new and edit flows. Segmented pill controls, route transitions, haptic taps, and an iOS-style activity spinner round out the feel. One spring curve, one motion language, every surface.

Every surface is on a tier of frosted glass. Three system tiers — thin, standard, ultra — layer over an accent-tinted plinth so toolbars, sheets, dropdowns, tooltips, dialogs, and toasts all read as the same material. The hue-driven `glass-surface` primitive picks up the active app accent, so glass in Work feels different from glass in Marketing while staying coherent. A liquid-glass focus ring on inputs and a glass overlay on dialogs complete the iOS-26-style look.

A new visual language for time-on-a-river — a horizontally-scrolling day strip with 24-hour beds, channel-tinted breathing leaves for each item, a temperature curve revealing rhythm gaps, and a glowing "now" indicator. Drives the social calendar, payments timeline, tasks workload, and campaign scheduling. On the Social Content Studio you can drag leaves to reschedule; on read-only surfaces it shows the flow at a glance.

Every client and project gets a full workspace with parity tabs — Activity, Tasks, Tickets, Channels, Meetings, Invoices, Documents, Files. Slide-over panels stack push/pop with iOS-style spring animations, so you can drill from a list to a client to a contact without losing your place.

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.

A drag-and-drop Kanban pipeline takes leads from first contact to closed-won (or captures why they were lost). AI overlays health scores, growth plans, and next-step recommendations so your team focuses on the deals that matter.

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.

Earnest watches your CRM, social, and email for signals — new leads, lapsed contacts, milestone moments — and proposes ready-to-send marketing touches as a feed of campaign cards. Push-button Do-all sends the whole sequence, with per-recipient personalization and a Gantt-style timeline of what is scheduled across email, LinkedIn, Instagram, and Twitter.

Earnest's Context Broker assembles a live snapshot of your entire organization — clients, projects, invoices, deals, tickets, and brand direction — then feeds it to every AI conversation. A 3-tier cache (memory → snapshot → live query) keeps context fresh without burning tokens on redundant fetches.

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.

A unified inbox for DMs, comment replies, and mentions across Facebook, Instagram, and Threads. One queue, per-platform filter, archived/active views — reply directly from the thread without bouncing between native apps.

Followers, reach, impressions, and engagement-rate trends per account or rolled up across every connected platform. Filter by client, pick a 7/14/30/90-day window, and see your top-performing posts surfaced automatically.

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.

Send branded, themed invoices with rich line items — descriptions formatted with Tiptap, time-block tables pulled from your tracker, manual payment recording for cash/check/ACH, and automatic Stripe Connect processing for online payments. Public invoice pages, portal Pay buttons, and PDF export ship out of the box.

Send branded contracts and collect typed signatures without a third-party tab. Convert any won proposal into a contract in one click, share a public sign link, and capture a signature audit log (name, email, IP, timestamp). Lives in the same document system as proposals — same blocks, same branding, same footer.

Hand the AI a lead and get back a complete proposal draft. The drafter pulls the lead's full context — contact, prior activities, sourced attribution, brief — uses your service templates as the spine, and slots in library blocks for terms, references, and deliverables. Outputs an editable BlockComposer so you stay in control of the final cut.

A per-org library of reusable blocks — bio, references, deliverables, terms, NDA, case studies — that compose into proposals and contracts via a drag-and-drop composer. Edit a block once and every document that references it stays in sync, or override inline for one-off changes.

A single org-level toggle hides "Powered by Earnest." across every client-facing surface — proposals, contracts, invoices, public sign pages. Available on Studio, Agency, and Enterprise plans. Your brand, end to end.

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.

Every client, project, invoice, and lead gets its own AI assistant. The sidebar sees the entity you're working on and pulls in relevant context — past conversations, open tasks, billing history — so you get answers without switching tabs or re-explaining.

Tell Earnest what to change — it does the work. Reschedule a project and watch every event and task shift automatically. Update a status, add a task, or change a deadline — all from a single sentence in the AI sidebar. No hunting through menus. Just say it.

The Earnest Score tracks six dimensions of team performance — follow-through, consistency, responsiveness, proactivity, depth, and CRM activity — and distills them into a single daily score. Levels, streaks, and 14 unlockable badges turn good habits into visible momentum.

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.

Build proposals and contracts from a reusable block library — bios, terms, pricing, deliverables, NDAs — and ship them as official, branded documents. Convert a winning proposal to a contract in one click, then collect a signature through a public link with a token.

Pick one theme on the org settings page and every invoice, proposal, and contract you send picks it up — including the PDF export and the public payment + signing pages. Three themes ship out of the box: Classic (clean white sans-serif), Editorial (warm cream with a serif body), and Mono (minimal black-on-white with your brand accent color).

Give every client their own login to see exactly what you choose — projects, tickets, invoices, proposals, contracts, social content, and marketing activity — all under their own brand-matched experience. Multi-root accounts handle parent/subsidiary structures with inherited access, and clients can comment, approve, and react inline so the back-and-forth stays in one place.

Every Earnest meeting room auto-records and transcribes the moment the host joins. After the meeting, AI generates a recap with key decisions, action items, and a follow-up draft — promoted directly into tasks, lead activities, or a meeting note attached to the project. Live design review tools include a Figma frame drawer and an annotation overlay shared by every attendee in real time.

Send transactional and marketing email from your own brand shell. Org-level reply-to, mailing address, and footer flow into every send — invoices, proposal notifications, marketing campaigns, newsletters — with CAN-SPAM compliance on marketing email handled automatically. Live preview iframe on the settings page shows exactly what recipients will see.

A per-org library of the services you actually sell — name, color, base price, deliverables, scope tree, and timeline. Pick a service on a project and Earnest seeds the events, tasks, deliverables, and pricing from your template. The AI Proposal Drafter uses the same library as the structural spine, so what you sell stays consistent across projects, proposals, and contracts.

Connect your business bank and credit-card accounts via Plaid and Earnest pulls in transactions automatically. Match incoming deposits to outstanding invoices, categorize expenses against projects, and reconcile your books without leaving the app. Available as a low-cost add-on on paid plans.

Stripe Connect Standard powers payment acceptance — your customers pay you direct, Earnest never touches the funds. One-click KYC onboarding, automatic payout management, and a "Manage on Stripe" link on every invoice keep the loop tight. Public invoice pages work for any anonymous payer; portal users see a Pay button right on their invoice list.

Run hourly retainers as first-class projects with a live hour-pool meter on every time entry. Pair it with Social Content Studio: draft, schedule, get client approval through the portal, and auto-publish through your connected accounts. Time logged in the Studio bills against the retainer hour pool automatically — so every minute of content work is tracked, billed, and reported.