Eight modules, zero hand-offs. Follow a single thread from the first prospecting email all the way to a paid invoice — and let an AI copilot ride along on the model you choose.
Companies, the people inside them, and every touch in between. Segment leads, multi-select to act in bulk, and open a record to see the full history without losing your place.
A deal is worth exactly the missions staffed against it. Propose several consultants, weight by stage, and watch leadership’s forecast stay honest — because nobody typed the number.
The resource pool you actually sell — modelled, not stuffed into a spreadsheet. Skills, day rate, employee or contractor, location, and live availability so you staff the right person first.
A mission carries the consultant, the negotiated rate, an allocation, and a window of dates. It is the bridge between a closed deal and the work that gets billed — and it keeps the two perfectly in sync.
Each consultant logs days in a light portal; managers approve in a glance. Approved time flows from the mission straight toward the invoice — no spreadsheets, no chasing, no re-keying.
Approved days × the negotiated rate, grouped by consultant, ready to send. Cash settles back against the deal and the account, so you always know who owes what — to the cent.
Bring your own provider key (OpenAI-standard format). Heartbit drafts emails, summarises accounts, scores deals and answers questions in plain language — on the model you pick, capped by a budget you set. No vendor lock-in, no surprise spend.
Because every number is computed from real records, your reports are trustworthy by construction. Track pipeline, bench utilisation, billable days and revenue — or just ask the copilot in plain language.
Every firm gets an isolated workspace at its own subdomain — pick your slug at sign-up and your team is in.