The full platform

44 features.
One platform.

Everything your business needs to operate, grow, and stay sharp. Nothing it doesn't.

Apps Layout

A unified shell — circular gradient app chips on a floating rail, a glass top chrome, and pill-segmented floor strips in...

Native iOS Navigation

Earnest moves like a native iOS app. Detail surfaces open as slide-over panels that stack push/pop with a Framework7-sty...

Liquid Glass System

Every surface is on a tier of frosted glass. Three system tiers — thin, standard, ultra — layer over an accent-tinted pl...

River Timeline

A new visual language for time-on-a-river — a horizontally-scrolling day strip with 24-hour beds, channel-tinted breathi...

Workspaces

Every client and project gets a full workspace with parity tabs — Activity, Tasks, Tickets, Channels, Meetings, Invoices...

Productivity Engine

Your command center. Scans tickets, projects, tasks, invoices, channels, social, deals, and goals — then surfaces priori...

CRM Intelligence

A drag-and-drop Kanban pipeline takes leads from first contact to closed-won (or captures why they were lost). AI overla...

Health Snapshots

Instant CRM and marketing health scores computed from your real data — no AI tokens, no waiting. Algorithmic analysis of...

Marketing AI Analyze

AI scans your entire business — contacts, social, email, clients, revenue — and returns a marketing health score, action...

Marketing Recommendations

Earnest watches your CRM, social, and email for signals — new leads, lapsed contacts, milestone moments — and proposes r...

AI Strategy Engine

Earnest's Context Broker assembles a live snapshot of your entire organization — clients, projects, invoices, deals, tic...

Brand Awareness AI

Set brand direction, goals, target audience, and location per client. Every AI feature — from CRM analysis to social pos...

Social AI Generate

Schedule to Instagram, LinkedIn, Facebook, and Threads. AI generates platform-optimized posts, hashtags, and image sugge...

Social Inbox

A unified inbox for DMs, comment replies, and mentions across Facebook, Instagram, and Threads. One queue, per-platform ...

Social Analytics

Followers, reach, impressions, and engagement-rate trends per account or rolled up across every connected platform. Filt...

Email Marketing AI

Block-based newsletter builder with AI-powered content generation. Describe your email and get a complete template — sub...

Goal Suggestions

AI suggests strategic goals based on your actual data, brand direction, and business objectives — financial, networking,...

Project Management

Kanban boards, task lists, timelines, file attachments, and a command-center project dashboard with stats, document uplo...

People & Companies

Every person and company in one unified CRM — clients, contacts, prospects, and networking connections from CardDesk. Br...

Quick Tasks & AI To-Dos

Personal task lists with AI-powered suggestions, day and week scheduling, motivational progress tracking, and confetti c...

AI Token Management

Admins control AI usage per member — set monthly budgets, toggle access on and off, monitor usage across the team. Purch...

Client Access Control

Role-based client visibility with team assignments and individual overrides. Owners and admins see everything. Managers ...

Invoicing & Billing

Send branded, themed invoices with rich line items — descriptions formatted with Tiptap, time-block tables pulled from y...

Contracts & E-Signing

Send branded contracts and collect typed signatures without a third-party tab. Convert any won proposal into a contract ...

AI Proposal Drafter

Hand the AI a lead and get back a complete proposal draft. The drafter pulls the lead's full context — contact, prior ac...

Reusable Document Blocks

A per-org library of reusable blocks — bio, references, deliverables, terms, NDA, case studies — that compose into propo...

Whitelabel

A single org-level toggle hides "Powered by Earnest." across every client-facing surface — proposals, contracts, invoice...

Team Channels

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

Phone & Video

Twilio-powered calling and Daily.co video meetings linked to your CRM pipeline. Click-to-call contacts, record calls, ho...

Calendar & CRM Hub

Calendar-first scheduling with meetings, follow-ups, and lead touchpoints on one view. Link meetings to your pipeline, a...

CardDesk

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

Contextual AI Sidebar

Every client, project, invoice, and lead gets its own AI assistant. The sidebar sees the entity you're working on and pu...

AI Actions

Tell Earnest what to change — it does the work. Reschedule a project and watch every event and task shift automatically....

Earnest Score

The Earnest Score tracks six dimensions of team performance — follow-through, consistency, responsiveness, proactivity, ...

Earnest Companion (E²)

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

Proposals & Contracts

Build proposals and contracts from a reusable block library — bios, terms, pricing, deliverables, NDAs — and ship them a...

Document Themes

Pick one theme on the org settings page and every invoice, proposal, and contract you send picks it up — including the P...

Client Portal

Give every client their own login to see exactly what you choose — projects, tickets, invoices, proposals, contracts, so...

Meeting Recording & AI Recap

Every Earnest meeting room auto-records and transcribes the moment the host joins. After the meeting, AI generates a rec...

Branded Email

Send transactional and marketing email from your own brand shell. Org-level reply-to, mailing address, and footer flow i...

Service Offerings

A per-org library of the services you actually sell — name, color, base price, deliverables, scope tree, and timeline. P...

Bank Sync

Connect your business bank and credit-card accounts via Plaid and Earnest pulls in transactions automatically. Match inc...

Accept Payments

Stripe Connect Standard powers payment acceptance — your customers pay you direct, Earnest never touches the funds. One-...

Retainer & Content Studio

Run hourly retainers as first-class projects with a live hour-pool meter on every time entry. Pair it with Social Conten...

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