The full platform
Everything your business needs to operate, grow, and stay sharp. Nothing it doesn't.
Your home opens on a greeting with an honest read of the day — “22 things today — 5 need a decision, 13 are one tap each...
→One screen, four ways of reading it. Everything is the arrangement you made; Money, Creative and Projects re-rank the sa...
→The Earnest Score tracks six dimensions of performance — follow-through, consistency, responsiveness, proactivity, depth...
→One honest summary a day — what moved, what is waiting on you, what went quiet — and a web push only when something genu...
→One keystroke over every record you have — clients, contacts, projects, tasks, tickets, invoices, proposals, files and m...
→Set what you are making time to get better at, and Earnest keeps it in front of you with a one-tap timer on the home. It...
→Clients, contacts, leads, and networking connections in one People app. Filter by Active, Prospects, Inactive, or Archiv...
→Leads and pipeline merged into one lens on the People app. A drag-and-drop board takes a pursuit from first contact to c...
→An Intelligence tab right inside People. Earnest reads your whole relationship graph — contacts, revenue trends, overdue...
→Turn every business card and networking event into a CRM relationship. Scan cards with AI vision and a contact lands in ...
→A public page that is both your profile and your scheduler: your CardDesk business card beside your real availability, s...
→Give every client their own login to see exactly what you choose — projects, tickets, invoices, proposals, contracts, so...
→Role-based client visibility with team assignments and individual overrides. Owners and admins see everything. Managers ...
→Every client and project gets a full workspace with parity tabs — Overview, Conversations, Tasks, Tickets, Time, Documen...
→A board of work, out with a client at its own link. They open it with no login and no account, and mark each piece appro...
→Send work for approval in one press. Pick the files, pick who is approving, send — Earnest assembles the board, generate...
→Kanban boards, task lists, a timeline, tickets, file attachments, and a command-center project dashboard with stats, doc...
→Personal task lists with AI-powered suggestions, day and week scheduling, motivational progress tracking, and confetti c...
→Calendar-first scheduling with meetings, follow-ups, and lead touchpoints on one view. Link meetings to your pipeline, a...
→Every Earnest meeting room auto-records and transcribes live the moment the host joins — and the same Earnest is right t...
→Twilio-powered calling and Daily.co video meetings linked to your CRM pipeline. Click-to-call contacts, record calls, ho...
→Track time against any project and run hourly retainers as first-class projects with a live hour-pool meter on every ent...
→A per-org library of the services you actually sell — name, color, base price, deliverables, scope tree, and timeline. P...
→The Money app opens on cash flow: outstanding, overdue, billed-this-month, and collected — with a true AR aging bar (not...
→Send branded, themed invoices with rich line items — descriptions formatted with Tiptap, time-block tables pulled from y...
→Stripe Connect Standard powers payment acceptance — your customers pay you direct, Earnest never touches the funds. One-...
→Connect your business bank and credit-card accounts via Plaid and Earnest pulls transactions in automatically. Categoriz...
→Build proposals and contracts from a reusable block library — bios, terms, pricing, deliverables, NDAs — and ship them a...
→See exactly where every dollar is — banked, owed, and still out there. One bar splits a contract's value into paid, outs...
→A pitch as its own page rather than an attachment, drafted with Earnest from what it already knows about the client. Sha...
→A retainer that rolls into an invoice on its own schedule, with the hours logged against it already attached. Overage is...
→Track every pitch through its whole life — including the ones that go cold or get rejected. A pursuit timeline merges to...
→A per-org library of reusable blocks — bio, references, deliverables, terms, NDA, case studies — that compose into propo...
→Pick one theme on the org settings page and every invoice, proposal, and contract picks it up — including the PDF export...
→The Marketing app opens on a Pulse: a marketing health score plus posts, email subscribers, social reach, and contacts a...
→Earnest watches your CRM, social, and email for signals — new leads, lapsed contacts, milestone moments — and proposes r...
→Social posts and campaign emails share one studio — what is drafted, what is out for review, and what is planned next, i...
→Block-based newsletter builder with AI-powered content generation. Describe your email and get a complete template — sub...
→Set brand direction, goals, target audience, and location per client. Every AI feature — from CRM analysis to social pos...
→Your organization profile holds brand direction, goals, target audience, and location — the strategic context Earnest re...
→A comms hub built for the work — a top-level app on the Earnest rail. Channels is a two-pane messenger: a roster of chan...
→Invite members, build teams, and assign clients per team so access is scoped to the people who should see it. Teams orga...
→A single org-level toggle hides "Powered by Earnest." across every client-facing surface — proposals, contracts, invoice...
→Send transactional and marketing email from your own brand shell. Org-level reply-to, mailing address, and footer flow i...
→Admins control AI usage per member — set monthly budgets, toggle access on and off, and monitor usage across the team. P...
→A files floor inside your organization rather than a separate drive to keep in sync — folders per client and per project...
→The header is three controls: search, your avatar, and “E.” — the door. It opens Focus full screen, and the chips it off...
→The same Earnest, sized up to a full room. Convene the board and it presents your whole organization as a live briefing:...
→Tell Earnest what to change — it does the work. Reschedule a project and watch every event and task shift automatically....
→The Context Broker is the engine that makes Earnest different. It assembles a live snapshot of your entire organization ...
→Hand the AI a lead and get back a complete proposal draft. The drafter pulls the lead's full context — contact, prior ac...
→When a deal goes cold, Earnest reads its entire pursuit history — every touchpoint, every proposal, and why it likely st...
→Every AI feature shows its token cost before you use it, and admins see usage across the team. No surprises, no metered-...
→One shell over the whole app: six circular chips on a floating rail — Dashboard, People, Work, Chat, Money, Mktg — with ...
→Three looks, and they are real redesigns rather than a colour swap. Glass is translucent surfaces and soft light. Paper ...
→Earnest moves like a native iOS app. Detail surfaces open as slide-over panels that push/pop with a single spring curve ...
→Every surface is on a tier of frosted glass. Three system tiers — thin, standard, ultra — layer over an accent-tinted pl...
→A visual language for time-on-a-river — a horizontally-scrolling day strip with hour beds, channel-tinted leaves for eac...
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