Clockwork

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One system for your whole company. Set up, hosted, and run for you.

Projects, CRM, scheduling, approvals, and docs on one record, with AI on every surface. Paste a meeting note or an email and Clockwork turns it into assigned, dated work in seconds. Stop re-typing the same job into five tools that never talk.

Set up for how you work. Hosted and kept current for you. Your data, always yours.

ReplacesAsanaSalesforceCalendlyDocuSignConfluence
Raw input

standup 4/2 -Northwind launch is slipping, Maya owns the revised plan by thurs (high pri). Lumen's rollout is stalled, Theo owns it. Vantage renewal call booked for friday.

Resolving…
Try each source →
01One spine

Your team runs on five tools that don’t talk to each other.

The lead lives in one app. The proposal in another. Delivery in a third, the invoice in a fourth. Context leaks at every handoff, and someone pays for it in re-typed work and dropped details. Clockwork keeps the whole lifecycle on one record, so every stage inherits the last and nothing slips.

01
Lead
Forms · CRM
02
Won
Pipeline
03
Proposal
E-sign
04
Delivery
Action items
05
Invoice
Paid
06
Retention
KPIs
02The AI layer

AI that clears the busywork.

One engine runs across the whole product. It reads your work, answers questions in plain English, drafts the copy, and files it back. It always obeys your permissions, so it can only touch what you already can.

Which clients are most at risk this week?
Ask AI. Every answer links to the real record.
A1
Import from anything
Paste a meeting note, an email, or a spreadsheet. Get back structured, assigned, dated tasks. You approve before a single one is created.
A2
Filter by intent
Type “overdue tasks for Northwind” and the real filters snap into place. It works the same on nine different screens.
A3
Write in place
Highlight any line. Shorten it, expand it, shift the tone, or translate it, without leaving the page.
A4
Turn meetings into work
Drop in a call transcript. Out comes the summary, the decisions made, and action items assigned to the right people.
Safe by construction

The AI can never touch a record you couldn’t.

The model only ever sees names, never your database. The server matches each name to a record you are already allowed to open, and every answer runs through the same permission checks the page uses. It cannot reach a row you don’t have access to.

The model emits names only
MayaNorthwindHalcyon Group
Resolve within your scope
Only what you can access
Mayauser #14
Northwindaccount #207
Halcyon Groupout of scope
Runs on any model

One engine, any model. Run it on the provider you trust, switch with one setting, and it shuts off safely if a key ever goes missing.

OpenRouterOpenAIz.ai GLMAnthropic
03One system · your whole company

From first touch to renewal, in one place.

A won deal becomes a client. Their work becomes tasks. Every proposal, invoice, and meeting rolls up into one dashboard. This is the real product, not a screenshot. Click through it.

Action itemsBoard · list · calendar · timeline
To-do
Revise Northwind plan
MHigh
Scope Lumen rollout
T
In progress
Vantage rollout
P
Brightline onboarding
JHigh
Done
Meridian handoff
A
Scheduling
Booking pages on your real availability, with a hard guard against double-booking.
Wiki & docs
Your Confluence replacement. Nested pages, per-page permissions, and comments in the margin.
App Shell
Embed any outside tool and pin it to the client it belongs to. Signed in, sandboxed, one click away.
Roles & security
Decide who sees what, down to the person. Every sensitive action is logged for the record.
04The work engine

Deeper than a task list.

Most tools stop at a checkbox. Clockwork tracks the time, the money, and the plan behind every task, so you can see what’s on track, what’s late, and what it’s actually costing you. All of it is live today.

Time & timers
Start a timer or log hours against any task. Estimates and actuals roll up per client, project, and person.
Capacity planning
See who’s overloaded before the week starts. Effort spreads across the days each task is scheduled.
Delivery analytics
Cycle time, throughput, and work in progress, pulled straight from the activity log. No spreadsheet.
Forecasting
A model built on your real history tells you when work will land, with the odds, instead of a guess.
Service economics
Margin, effective rate, and retainer burn per client. Know which accounts make money and which quietly don’t.
Goals & portfolios
Roll many projects into one view, tie them to goals, and watch progress update itself from the work.
Dependencies & timeline
Hard and soft dependencies with a cycle guard, drawn on a timeline you can drag.
Recurring & templates
Turn a repeatable process into a template or a schedule. It spins the tasks up, assigned, every time.
05Yours to own

Your system, set up for you.

You don’t rent a seat here. We stand up a dedicated instance for your company, shape it to your language and process, move your data in, and train your team. Then we host it, keep it current, and back it up, so it’s one less thing you have to run. Most teams go live within a couple of weeks.

Configured to you
Your field names, your roles, your services and targets, your branding. The tool fits how you work, not the other way around.
Hosted & maintained
We run it, patch it, update it, and back it up. When something needs attention, that’s on us, not your team.
Your data, always yours
Your own database, exportable any time. Take it with you whenever you want. No lock-in, ever.
One bill, whole team
Add everyone without the price climbing. No per-seat fees stacking up every time you hire.
06Built to trust

Solid enough to run your whole business on.

One record for the whole company. Access checked in four places. An AI layer that always obeys your permissions. It holds up as you scale, and your data stays locked to the people who should see it.

surfaces with AI built in0+
automations ready to use0
AI models, never locked in0
layers checking every permission0
One source of truth
Every screen reads and writes the same records. Nothing drifts out of sync, and no one enters the same thing twice.
Grows with your book
Built for real volume from day one. Bulk actions run across the whole set, and there are no quiet limits as you scale.
Your data stays yours
Locked-down access on every route, roles you control to the person, an encrypted vault for keys, and a full audit trail.
07On the roadmap

Where it’s headed next.

Everything above is live today. Here is what ships next, laid out plainly so you always know what you get now and what is on the way.

Next up
Bring your own database
Connect your own Supabase or Postgres, name every field in your own language, and use it across the whole platform.
In build
Client portal
A branded space where your clients see their work, approve proposals, and pay invoices, with no email thread.
In design
Native chat
Real-time internal and client messaging on the same records, so a conversation and the work it’s about live together.
In design
Build-your-own screens
A no-code builder on the same engine the app runs on. Design pages, tabs, and blocks without waiting on us.
Planned
Smarter CRM
Contact enrichment, weighted forecasting, and a nudge when a deal starts to go cold.
Planned
Email & calendar capture
Two-way Gmail and Calendar sync so client threads and meetings land on the record automatically.
08Book a demo

See it run on your own work.

Fifteen minutes. Bring a real meeting note. Watch Clockwork turn it into assigned work, then walk the whole lifecycle with us.