Features
AI-generated OKRs from Jira data
Automated risk identification (blocked, scope creep, misalignment)
AI-written weekly digests (email, Slack, Google Docs)
Custom roadmap views (table, timeline, Kanban)
Capacity planning and workload modeling
Launch management with milestones and approval flows
2-way sync with Jira (customizable field mapping)
Slack app for updates and launch creation
Executive summary generation
Goal tracking (OKRs) linked to execution
Milestone center with custom views
Automated stakeholder notifications
Slack channel notifications
AI-powered quoting for complex MEP projects
Automated submittal and O&M creation (52% faster)
Project management for orders, fulfillment, changes, billing
Sales management for rep agencies (commissions, margins)
Real-time pricing and product catalog (3.2M+ cut sheets)
Customer visibility portal for order tracking
Role-based access controls and SOC 2 Type II security
ERP integrations (Eclipse, Prophet 21, SAP, custom)
White-glove implementation and dedicated success team
95% manufacturer market coverage (5000+ manufacturers)
Supports 300+ MEP distributors and rep agencies
Quoted over $30B in the last 12 months
Unified quoting, submittals, and project management
Sales management module (launched Jan 2026)
