A place for every kind of work
Orders, client projects, hiring or inventory. You choose the boards, columns and stages.
Less chasing.
More running your business.
Your customers, conversations and daily work, together in a workspace that works your way.
Illustrative workspace, conversations and Neo activity.
Infrastructure and connected services
Different businesses. The same building blocks.
From order to delivery
Select a record. Switch the view. See how the work fits together.
| Order | Stage | Owner | Value |
|---|---|---|---|
| In production | AAlex | $2,400 | |
| Ready to deliver | SSam | $3,800 | |
| Design review | JJordan | $950 | |
| New order | AAlex | $1,200 |
Selected record
Walnut bed · King
Finish approved. Confirm the delivery window before dispatch.
Example activity
Design approved
Materials received
Production in progress
Start with a board. Shape the columns. Bring the rest of your business with you.
The next step shouldn’t live in someone’s head.
From the first customer conversation to the final invoice, keep the work and its context together.
The conversation stays connected
Keep communications, documents and follow-ups beside the records your team works on.
See the money alongside the work
Invoicing, customer payments, ACH, budgets and bank-linked accounting—with the required setup and permissions.
The conversation belongs with the work.
Email, SMS and calls with the record in reach. See the composer, conversations and responses together—not another disconnected inbox.
Email SMS Call
Hi Maria — your custom order is ready. Shall we book delivery for Friday?
Order updateSend docsFollow-up
Template · Delivery update
Project replies · Northline Studio
- Maria · customer Confirmed
- Alex · delivery Reschedule
- Sam · workshop Ready
Example workflow: customer updates, team replies and delivery details on one record.
From a name to a conversation.
Discover the enrichment, SMS and email campaign workflows already built into Specter. Keep replies connected to the customer record.
Illustrative outreach workflow. Messaging requires setup, consent and applicable plan access.
Ask Neo. See the work take shape.
The same Neo interface, with an example for everyday business work.
Ask Neo to build your workspace…
Ask Neo…
Scripted product demonstration. See the Finance example.
Specter makes it easy
Built around how you work, not how we think you should.Built around how you work.
Every request, one place
Keep customer inquiries and supporting details together instead of rebuilding the context from scattered messages.
The details, ready to review
Turn a customer brief into useful fields. Review the material, dimensions and finish alongside the work.
Your process, in your words
Choose the columns, owners and dropdown stages that reflect how your team works.
Keep everyone in the loop
Prepare customer updates around the record. Conversations and replies stay connected to the next step.
Agents on staff
Get more done with agents and people.
Neo helps your team build, summarize and prepare the next step. Your people review the work and stay in control.
Illustrative Neo exchanges, not a live AI session.
Keep the customer context beside the next conversation.
Neo for customers
Customer follow-up
Prepare the next reply with the record in view.
Draft an update for our customer.
Here’s a draft to review before you send it.
Integrations
Plug into the tools your desk already runs on.
Conversations, documents, payments and connected services, alongside your daily work. Availability depends on your account, provider and setup.
PlaidBank linking & account verification
TwilioSMS and voice on the customer record
ZoomCalls & recorded meetings
GoogleGmail, Calendar & Workspace
OpenAIPowers Neo & document analysis
AWSCloud infra & secure storage
monday.comBoards & CRM sync
StripeCustomer payments
FinixPayment processing & payouts
DocuSignContracts signed in-thread
RingCentralClick-to-call from any record
PlaidBank linking & account verification
TwilioSMS and voice on the customer record
ZoomCalls & recorded meetings
GoogleGmail, Calendar & Workspace
OpenAIPowers Neo & document analysis
AWSCloud infra & secure storage
monday.comBoards & CRM sync
StripeCustomer payments
FinixPayment processing & payouts
DocuSignContracts signed in-thread
RingCentralClick-to-call from any record
ClaudeAI workspace assistance
Google SheetsLive pipeline exports
ExcelSpreadsheet sync
OutlookTwo-way email on the file
iMessageCustomer conversations
Microsoft TeamsFace-to-face on the record
CalendlyAuto-book follow-ups
Business dataFirmographics & ownership
QuickBooksConnected accounting
ZapierPush events to any system
AnalyticsPipeline & funnel reporting
StorageDocuments in one secure vault
ClaudeAI workspace assistance
Google SheetsLive pipeline exports
ExcelSpreadsheet sync
OutlookTwo-way email on the file
iMessageCustomer conversations
Microsoft TeamsFace-to-face on the record
CalendlyAuto-book follow-ups
Business dataFirmographics & ownership
QuickBooksConnected accounting
ZapierPush events to any system
AnalyticsPipeline & funnel reporting
StorageDocuments in one secure vault
Built for the complexity of finance.
Open to your business.
Intake, underwriting preparation, lender routing and follow-ups. Finance is where Specter started—and a working example of how much one workspace can bring together.
Finance in Specter
From first inquiry to the next opportunity.
Intake→Review→Submit→Service
Built for brokers and lenders across SMB lending, commercial real estate and equipment finance.
One business or several.
Still your way of working.
Give each team the structure it needs. Put your brand on the experience, and keep room to grow.
Your brand, end to end
Enterprise includes custom domains for CRM, forms and merchant portal, plus Outreach and bulk messaging tools.
Your infrastructure requirements
Dedicated infrastructure and on-premises AI are separately scoped engagements.
More room for life
A three-day workweek is our ambition. Start by removing the repetitive administration in your day.
Keep the tools you depend on.
Choose the connections that fit your work.
A plan for your working day.
Start with the workspace. Add the people, branding and services your business needs.
Standard · from $200/month
$100 per user/month. Confirm included seats and your total with our team.
Enterprise · from $600/month
Outreach, bulk messaging and white-label domain mapping. Team scope and usage confirmed separately.
Always moving forward.
All product updatesMarketing: SMS blasts, email blasts, and search enrichment
Outbound now runs from the same system that holds the deal. Build a segment, send, and watch replies land on the contact record.
Neo runs the CRM by chat and voice
Neo moved from answering questions to doing the work — it reads the pipeline, prepares files, and takes action inside Specter.
Faster bank-statement analysis
Statement parsing got quicker and steadier on messy scans, so underwriting prep starts from clean structured data more often.
Your business doesn’t need to fit a category.
Bring the work you do. Make the workspace yours.
Do I need to work in finance?
No. Custom workspaces are live for other businesses. Finance is a specialist starting point, not a requirement.
Can I change a starting template?
Yes. Rename boards, add columns and adjust dropdown stages. Try the editable preview before using the app.
Is private AI hosting included?
It is a separately scoped engagement. Talk to us about your requirements.
Let’s look at your working day.
Prefer a walkthrough? Tell us what you want to spend less time on.