A command center for the work behind every customer conversation.
While Canary handles front-line conversations, your team gets one clear view of the inbox, CRM, scheduling, and proposals. Keep every customer handoff visible without the tab overload.
Everything client-facing, in one place.
Each module is purpose-built for service teams managing real client relationships — not a generic SaaS bolted together from acquisitions.
Unified Inbox
Every channel, one thread per client.
Email, SMS, Slack, and WhatsApp land in a single queue. No tab-switching, no lost context — your team sees the full client history in one scrollable view.
- Auto-route messages with AI intent tagging
- Assign and mention teammates inline
- Mark conversations resolved with audit trail
CRM & Deal Pipeline
Deals, contacts, and follow-ups in one view.
Keep every client relationship alive without a spreadsheet. Track deal stages, log touchpoints automatically, and surface the contacts that need attention before they go cold.
- Full contact history across every channel
- Deal stages with probability and revenue tracking
- One-click follow-up reminders and task creation
AI Secretary & Agent Orchestration
Scheduling, governed drafting, and accountable automation.
A governed operator for the work that follows every customer conversation.
- Meeting scheduling, brand-voice reply drafting, and overdue follow-up surfacing
- Beyond scheduling: your assistant can draft campaigns and content, propose schedules, and prepare replies — every action confirmed by a person and logged before it happens
- Full audit trail of what the agent did, when, and why
Content Studio
Plan, draft, review, and schedule in one place.
One shared workspace for content from first draft to approved schedule.
- Plan content by client, venture, and channel in one calendar
- Generate a first draft with Claude without leaving the editor
- Review, revise, and approve before anything schedules or publishes
- The same editor for launch emails, social posts, and long-form content
DataRadar
Every marketing signal, one dashboard.
Every marketing channel's performance in one dashboard — ads, search, calls, email, social. No manual exports or spreadsheet stitching.
- Every marketing channel's performance in one dashboard — ads, search, calls, email, social
- No manual exports or spreadsheet stitching
- Built for operators who need the answer, not another login
VoIP + AI Receptionist
Call routing with an AI that answers first.
An AI receptionist picks up every call, qualifies the caller, and routes to the right team member with a live handover summary — so no call ever goes to voicemail cold.
- AI qualifies and routes before transferring
- Full call recordings, transcripts, and summaries
- Escalate to human with one tap, context intact
Meetings
Calendar sync, booking links, video-ready.
Custom booking pages, two-way calendar sync, and AI pre-meeting briefings mean your team shows up prepared and clients never hit a dead scheduling link.
- Per-member booking pages with availability rules
- Two-way sync with Google and Outlook calendars
- AI pre-meeting brief surfaced 10 minutes before
Estimates & E-Sign
Proposals built in minutes, signed in one click.
Branded proposal templates with live pricing, in-browser e-signature, and conversion tracking from first open to close — no DocuSign subscription required.
- Branded templates with variable line items
- In-browser e-signature — no extra accounts
- Conversion analytics: view, open, and signed
See every module by plan.
Trial lets you explore the platform. Growth unlocks the complete Command Center for one customer-facing team, while Scale adds enterprise controls and multi-team support.
| Command Center module | Trial | Growth | Scale |
|---|---|---|---|
| Unified Inbox | Not included | Included | Included |
| CRM & Deal Pipeline | Not included | Included | Included |
| AI Secretary & Agent Orchestration | Not included | Included | Included |
| Content Studio | Not included | Included | Included |
| DataRadar | Not included | Included | Included |
| VoIP + AI Receptionist | Not included | Included | Included |
| Meetings | Not included | Included | Included |
| Estimates & E-Sign | Not included | Included | Included |
Need the full breakdown, limits, and enterprise features?
Compare plansBuilt for the whole team, not just the inbox.
Most tools solve one problem well. Command Center connects every touchpoint so nothing gets missed between your inbox, your Deal Pipeline, and your phone.
One login for everything
Inbox, CRM, calls, meetings, and proposals live under one roof. Your team stops juggling six apps and starts closing.
AI fills the gaps
The AI Secretary handles scheduling, drafting, and task tracking automatically — so your team focuses on the work only humans can do.
Built for client-facing teams
Every module is designed around the agency or service-business workflow — not a generic SaaS that ships a CRM as an afterthought.
Context follows the client
Whether a client texts, emails, or calls, Command Center surfaces the full history in seconds. No more asking customers to repeat themselves.
Command Center is included in every Canary workspace — no extra tier required.