Every opportunity, staged by next move.
Track opportunities by stage, value, and the next action — before the job is won.
- Stages
- Value
- Next move
- Follow-ups
Capabilities
Every capability, in the order the work meets it
From the first opportunity through estimates, proposals, and the signature — then the handoff into Projects, invoices, reports, talent, Chloe, and Plero inside ChatGPT and Claude.
New Business, in the order the work actually moves: pipeline, estimates, proposals, contracts.
Projects hold the work you have won — the relationships, the work, and the money behind it.
The home of the work you have won.
Born at the signature with the full pre-win history — the work, the team, the money, and the portal in one place.
- Projects
- Heritage
- Delivery
- Activity
Operating intelligence inside Plero, and available from the AI tools your team already uses.
Chloe is the operating intelligence inside Plero.
Ask her to find, draft, review, summarize, and move work forward from the details already in Plero.
- Find
- Draft
- Review
- Create
The surfaces clients and talent see wear your brand, and the setup takes two minutes.
Your brand on the door, their work inside.
One link your client bookmarks: work in flight, invoices, contracts, deliverables — under your brand, not ours.
- Branded
- Invoices
- Files
- One link