One suite. One login. One bill.

A sales pipeline that updates itself from real activity — no manual dropdowns.

The problem: SMB CRMs are either toys or a Salesforce-grade setup tax, and the tax small teams pay first is data entry.

• Lead → prospect → customer status is derived from real activity: attach a deal and a lead becomes a prospect; win it and they become a customer.
• One kanban pipeline per org with editable stages and a full deal timeline — multiple pipelines is where SMB-CRM bloat begins, so there is one.
• Smart dedup keeps each contact once, with a merge tool for the strays.

AI On Grow, Pipeline AI summarises a relationship, drafts the follow-up email, suggests the next step and extracts details you paste in.

Email helpdesk with SLA timers and a grounded AI that abstains rather than guesses.

The problem: Every SMB helpdesk locks SLAs, routing and AI resolution behind a per-seat upsell small teams can’t justify.

• Email ticketing, SLA clocks, macros, CSAT surveys and full-text search — on every plan, not gated upstairs.
• A per-customer dossier is the primary object: a request lives inside the relationship, not a pile of disconnected tickets.
• The auto-reply engine answers only from your own knowledge base, cites its sources, and says “I don’t know” instead of inventing an answer.

AI The grounded auto-reply engine is included on every plan.

Client invoicing, expenses and cash-flow visibility — no accountant required.

The problem: Getting paid and knowing what a job costs usually means a bookkeeper or a second accounting subscription.

• Client invoicing, expenses, budgets and cash-flow views in one place.
• Receives one-click handoffs from Tally — approved hours become draft invoices, subcontractor hours become vendor bills.
• Multi-currency with FX snapshots, so the numbers hold when you bill across borders.

AI On Grow, Sum AI flags anomalies, suggests entries, reads bills with OCR, writes a monthly digest and helps reconcile.

A visual to-do engine with clear ownership — no sprints, no story points.

The problem: Small teams don’t need Jira sprints and story points; they need clear ownership and visible progress.

• Assign tasks and see the whole team’s progress at a glance.
• Progress is derived from status, not a manual percentage you have to keep honest.
• Sprints are opt-in and orthogonal — there when you want them, never forced.

AI Seed includes Workstream’s built-in assistant actions.

Log billable hours against clients and projects, then send them straight to Sum.

The problem: Consultants need billable hours tied to clients, projects and rates — and into invoices without double entry.

• Log billable and non-billable hours against clients → projects → tasks; admins approve weekly timesheets.
• Retainer, fixed-fee and time-and-materials projects, multi-currency, with effective-dated billing rates.
• One-click handoff to Sum turns approved work into invoices; leave and allowances live here too.

AI Seed includes Tally AI: quick-add, description polish and tag suggestions.

Company health — revenue, output, satisfaction — in a single view, no BI tool.

The problem: A small team can’t afford a BI tool or an analyst just to see whether the business is healthy.

• One view of company health: revenue, output and satisfaction, without a BI stack.
• Reads across the suite — Workstream activity, Pipeline’s sold-to-served-to-revenue, Sum’s revenue — through an isolated analytics surface.
• Metrics, goals and growth reporting for the person who has to answer “how are we doing?”.

One sign-in to every app, plus team, billing and security in one place.

The problem: Juggling a dozen logins and access-management chaos is the small-team tax nobody signed up for.

• An app hub: one sign-in, every Lyto app, an app library and an org switcher.
• Owns account and org admin — team and invitations, billing, security and MFA, notifications, privacy.
• One per-seat billing surface and the single org-wide AI budget for the whole suite.