Marketing, CRM, funnels, forms, analytics, and an always-on AI workforce — unified in one platform. No integrations. No swivel-chair.
The Platform
Workbench unifies the software your business runs on into a single, coherent product. The same customer record flows from the funnel you built this morning to the invoice you send tonight — with AI working beside you the whole way.
Capabilities
Each capability ships with the rest of the platform — not as an add-on, upgrade, or integration.
Design AI employees with their own voice, role, and scope. They write, call, and close in the background while your team focuses on growth.
A visual builder for landing pages, intake forms, and conversion flows — wired to analytics, not stitched together from five tools.
Every contact, job, and invoice in one timeline. AI surfaces what to follow up on and drafts the next message for review.
Segment, send, and measure. Campaigns share the same audience and analytics as the rest of the platform — no integrations to maintain.
Real-time dashboards for revenue, funnels, calls, and campaign performance. Export to anywhere the board meets.
Conditional logic, workflows, and signatures. Route submissions to the right person — or the right AI employee — automatically.
The Workforce
Design AI employees with their own voice, scope, and handbook. They answer the phone, reply to email, schedule the job, and collect the payment — then report back with context your team can act on.
Tone, values, and guardrails that match how your business actually sounds.
Every call, reply, and correction feeds back into a handbook only they read.
Approve before send. Or let them run. You set the level of autonomy per role.
The Toolkit
Grouped by how a business actually operates — not by which team sold which feature.
By the numbers
Integrated tools
One login. One bill. One platform.
Uptime
Multi-region, Fly.io backed infrastructure.
AI availability
Employees that never sleep, argue, or quit.
Free trial
Full product. No credit card.
Customer Stories
“We replaced four SaaS tools and a part-time content hire with Workbench. The AI employees handle our intake and follow-ups while we focus on the roof overhead.”
“Funnels, CRM, and quotes in the same system finally means the numbers agree. Conversion is up 340% in a quarter and I actually trust the dashboard.”
“The platform reads like a well-edited magazine and behaves like software that was used before it was sold. Our team picks it up in a day.”
Pricing
Every plan includes the full platform. Tiers govern scale and support — not access.