Powerful, flexible and data-driven. Build the exact CRM your business needs with tools designed for modern teams.
Customer trust starts with responsible data practices
Control where data is stored and how long it's retained to align with policies, regulatory requirements, and regional standards.
Define precise access rules across teams and roles to reduce risk, protect sensitive data and support internal governance.
Our report confirms that our security policies and controls consistently comply with the highest industry standards.
Remove sensitive customer data and retain a full record of user actions to meet privacy, compliance, and governance obligations.
Dovetail is certified for the first global AI management standard, demonstrating our commitment to secure and ethical practices.
Dovetail's HIPAA certification demonstrates our commitment to protecting the privacy and security of sensitive health information.
Portico takes a launch process spread across seven tools and folds it into one shared command surface: same work, one record.
4.8 days
returned per launch cycle
12 → 1
tools collapsed into one surface
Drag the divider, or focus it and use the arrow keys
We stopped treating feedback like a pile of screenshots. The signal is clean enough that roadmap meetings are finally calm.
Elena Ross
VP Product, Kinship
Skip rigid tiers and surprise overage fees. Dial in the exact runs and seats your team needs, adjust any time, and only ever pay for the capacity you actually use.
Runs
A run is a single workflow execution end-to-end. Runs never expire and any unused volume rolls forward into the next billing cycle, so you never lose capacity you paid for.
100k
Volume pricing kicks in automatically past 100k runs—no contracts or sales calls.
Seats
Bring in your whole team without restructuring your plan. Seats are priced flat, scale smoothly, and can be added or removed at the end of any billing period.
3 seats
Annual plans include two free months and a dedicated onboarding specialist for teams of 25+.
Automated checks plus community flags — dead codes drop fast.
Meridian reconciles revenue across processors, banks, and your ledger: automatically. Close the books in an afternoon, not a week.
14-day trial · No credit card · SOC 2 Type II
$128,340.19
+$12,480.00 settled today
Stripe payout
Today · 09:41
Acme Corp
Wire · Invoice #2041
Refund batch
14 items