Meeting note-taker
Takes notes on your recorded meetings. Up to 60 recorded hours a month, drawn from your shared AI credits. Everyone on the call sees a recording notice.
The Crittiks platform
Everything your business runs on, in one workspace.
Six suites, working together instead of six separate logins. Every suite below is included in every paid tier — nothing here is a later upsell.
Your business, in view
ONE CLIENT. THE WHOLE JOURNEY.
Good work has a flow.
From the first hello to the final invoice.
The context stays with you.
Sales IN CRITTIKS
Start with a conversation.
Contacts, deals, pipelines and quotes keep each opportunity in view.
Explore sales Conversations and client context, connected.
TAKE A CLOSER LOOKSix suites.
Six suites.
One shared perspective.
Explore every part of your workspace.
Sales
Turn a lead into a paid customer without leaving one record.
Contacts and companies. Every person and business you deal with, in one searchable place — not split across a CRM and a spreadsheet.
Custom pipelines. Build the deal stages that match how you actually sell, not a generic template.
Lead capture forms. Add a form to your website, and every submission becomes a contact automatically, with you alerted the moment it happens.
Quotes with e-signature. Send a quote straight from the deal. Your customer signs it electronically, and you’re notified the second they decide — accept or decline, no chasing a reply.
Email tracking. Connect Gmail, Outlook, or any inbox over IMAP, and every email you send or receive logs itself to the right contact automatically. No manual BCC, no forwarding.
Free migration. Bring your contacts and deals over from HubSpot, Pipedrive, or Zoho CRM, with a preview before anything moves and undo if it doesn’t look right.
Where e-signature lives: Sales is where you’ll usually send a contract or proposal for signing, since that’s where the deal already lives — full audit trail and Certificate of Completion included, described in full under Admin below.
Projects
Run the work, not just track it.
Projects with milestones. Set budgets, milestones, and see a project’s health at a glance — on track, at risk, or overdue, without opening every task.
Tasks, your way. Board view, list view, or timeline — subtasks and dependencies included, so work that depends on other work is visible before it becomes a bottleneck.
Client approvals. Request sign-off from a client by email, and their approval — or rejection — is recorded automatically with a full audit trail. No more “did they actually approve this?”
Free migration. Bring your projects and tasks over from Asana, ClickUp, monday.com, Trello, or Jira, with a preview and undo.
Communications
One inbox for the team — and for your clients.
Real-time channels. Organize conversations by project, client, or team, instead of one giant chat everyone has to scroll through.
Direct messages and threads. Keep side conversations out of the main channel without losing them.
One-click video huddles. Jump on a call without leaving the workspace or opening a separate app.
Calendar sync. Meetings sync with Google Calendar or Outlook, and invitations go out to every attendee automatically — including clients who aren’t on your team.
Client-facing channels. Give clients a shared channel to talk to you directly, instead of a scattered email thread nobody can find later.
Admin
Contracts, documents, and the operational stuff every business needs somewhere to live.
E-signature, with a real audit trail. Every signed document — sent from here or from a deal in Sales — carries signer name, email, IP address, device, timestamp, and a document hash, automatically recorded and emailed to every party as a Certificate of Completion. This is the same signing engine DocuSign or PandaDoc would give you, built into your workspace instead of a separate subscription.
A documents hub. Everything you and your clients share, in one place, tied to the right project or deal.
Subscriptions register. A running list of every piece of software your business pays for — so nothing renews silently and nobody’s guessing what’s actually in use.
Credentials vault. An encrypted place to store shared logins your team needs, instead of a spreadsheet or a sticky note.
Finance
Invoices that follow up, so you don’t have to.
Branded invoices. Your logo, your bank details, sent automatically the moment work is ready to be billed.
Automatic reminders. Before the due date, and after — so a late invoice doesn’t depend on you remembering to chase it.
Online payment. Customers pay by card directly through your own Stripe account. Crittiks doesn’t take a cut.
Two-way sync with Xero or QuickBooks. Your books stay current without manual re-entry in either direction.
AI
One place that tells you what actually needs your attention.
Daily briefing. A single summary across your whole business — deals slowing down, invoices overdue, projects falling behind — instead of checking five different pages yourself.
Task generation. Turn a project brief into a structured task list in one click.
Lead grading. Deals are automatically scored on health and likelihood to close, using clear rules you can see — not a black box you have to trust blindly.
THE CLIENT PORTAL
Your clients see exactly what they need, and nothing they don’t.
A filtered view of your workspace, built for the people you work with rather than your own team: their projects, their approvals, their invoices and quotes, their agreements, shared documents, meetings, and a channel to message you directly.
They can pay invoices online, accept or decline quotes, approve work, and sign agreements — all without you sending a single separate link. They see none of your internal tasks, your CRM, your team, or your finances beyond their own account.
Free guide: The Client Onboarding Kit
For teams that meet, network and capture leads all day.
Every tier includes the six suites. Diamond adds four tools teams usually pay for separately.
QR code generator
QR codes for links, forms, business cards and documents, made inside your workspace.
Digital business cards
One digital business card per seat, shared by link or QR code.
Website-connected forms
Forms embedded on your own website that create contacts in Crittiks. Lead-capture forms inside Sales stay on every plan.
ON THE ROADMAP · NOT AVAILABLE AT LAUNCH
Room to grow.
Crittiks launches with everything above. On the roadmap after launch:
✳
A little less busy. A lot more business.Everything connected.
Finally.
Ready to run your business from one place?
14-day free trial.