Earnest.

Open Earnest to a single greeting that tells you exactly what needs you. The Command Center scans tickets, projects, tasks, invoices, channels, social, deals, and goals — then surfaces prioritized actions and urgent items. No AI tokens needed — pure algorithmic intelligence that loads instantly every time.

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

Set goals once and Earnest threads them through every app as a lens — each app shows the goals in its lens and your progress against them. AI suggests strategic goals from your real data: financial, networking, performance, marketing, or custom. The Command Center factors your goals into daily priorities.

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

Clients, contacts, leads, and networking connections in one People app. Filter by Active, Prospects, Inactive, or Archived; switch between table and board; and drill into any record without losing your place. Brand context, goals, services, and the full history of every conversation and project travel with each person.

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.

An Intelligence tab right inside People. Earnest reads your whole relationship graph — contacts, revenue trends, overdue items, pipeline — and returns CRM health scores, contact strategies, and the relationships worth your attention this week. Algorithmic where it can be, AI where it counts.

Turn every business card and networking event into a CRM relationship. Scan cards with AI vision and a contact lands in People instantly. Now a built-in tab — and still a home-screen companion app — with XP, levels, and badges that gamify your networking.

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

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. A MINE / ALL toggle flips between your work and the whole org.

Every client and project gets a full workspace with parity tabs — Overview, Conversations, Tasks, Tickets, Time, Documents, Billing, Activity. An Earnest Notices banner flags what is overdue or off-track, and slide-over panels stack push/pop so you can drill from a list to a project to a contact without losing your place.

Kanban boards, task lists, a timeline, tickets, file attachments, and a command-center project dashboard with stats, documents, billing, and activity feeds. Generate a full project timeline from a service template in one click. Your team always knows what's next.

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

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 a project or lead. Google/Outlook sync, iCal feeds, public booking pages, and video built in.

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 on the project. Live design review includes a Figma drawer and a shared annotation overlay.

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.

Track time against any project and run hourly retainers as first-class projects with a live hour-pool meter on every entry. Time logged anywhere — including the Content Studio — bills against the retainer pool automatically, so every minute is tracked, billed, and reported.

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 its spine, so what you sell stays consistent across projects, proposals, and contracts.

The Money app opens on cash flow: outstanding, overdue, billed-this-month, and collected — with a true AR aging bar (not-yet-due, 1–30, 31–60, 61–90, 90+). Unpaid invoices and recent expenses sit side by side, so you always know where the money is. This is real bookkeeping, not a billing afterthought.

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.

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 get a Pay button right on their invoice list.

Connect your business bank and credit-card accounts via Plaid and Earnest pulls transactions in automatically. Categorize expenses against projects and clients, match incoming deposits to outstanding invoices, and reconcile your books without leaving the app. The Expenses ledger keeps recurring costs like hosting and subscriptions in view.

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 typed signature through a public link with a full audit log (name, email, IP, timestamp).

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.

Pick one theme on the org settings page and every invoice, proposal, and contract picks it up — including the PDF export and 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).

The Marketing app opens on a Pulse: a marketing health score plus posts, email subscribers, social reach, and contacts at a glance. AI scans your whole business — contacts, social, email, clients, revenue — and returns actionable insights and multi-channel campaign plans. Analyze a single client or your whole organization in 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 timeline of what is scheduled across email, LinkedIn, Instagram, and more.

Draft, schedule, get client approval through the portal, and auto-publish to Instagram, LinkedIn, Facebook, TikTok, 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.

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.

Your organization profile holds brand direction, goals, target audience, and location — the strategic context Earnest reads everywhere. Set it once on the Org overview and every app, every AI call, and every document inherits it.

Invite members, build teams, and assign clients per team. Slack-style channels keep conversations attached to the work they are about, so context never lives in someone else’s inbox.

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

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, campaigns, newsletters — with CAN-SPAM compliance on marketing email handled automatically. A live preview shows exactly what recipients see.

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

Every client, project, invoice, and lead gets its own Earnest assistant, a tap away from anywhere. It sees the entity you are working on and pulls in relevant context — past conversations, open tasks, billing history — with smart prompt suggestions for that record. Save any answer as a note. No tab-switching, no re-explaining.

Switch Earnest from assistant to operator. Director mode is your ops partner across projects, clients, and revenue — it reasons over your whole business, proposes a plan of action, and can execute multi-step changes on your say-so. The strategic counterpart to the quick contextual chat.

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. No hunting through menus. Just say it, and a live confirmation shows exactly what changed.

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.

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 composer so you stay in control of the final cut.

Every AI feature shows its token cost before you use it, and admins see usage across the team. No surprises, no metered-billing anxiety — just clear, upfront numbers on what each action costs.

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 Home, People, Work, Money, Marketing, Org, and Me without losing context. A MINE / ALL toggle flips between your work and the whole organization.

Make Earnest yours. Choose an app palette — Fresh, Aurora, or Neutral — toggle Glass chrome to frost every chip and button, and turn on Palette tint to wash the rail in a four-step gradient sampled from your palette (especially rich in dark mode). One control panel, every surface restyled.

Earnest moves like a native iOS app. Detail surfaces open as slide-over panels that push/pop with a single spring curve — list context stays visible behind, the prior panel scales back and fades, and the URL travels with you so every layer is shareable. Bottom sheets with drag-to-dismiss cover create and edit flows; segmented pill controls and haptic taps round out the feel.

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. A hue-driven glass surface picks up the active app accent, so glass in Work feels different from glass in Marketing while staying coherent.

A visual language for time-on-a-river — a horizontally-scrolling day strip with hour beds, channel-tinted 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. Drag a leaf to reschedule.

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