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PLATFORM

the operating system we run our clients on.

the platform

Unbound runs every client on it: the pipeline, the proposals, the work, the invoices and the portal the client signs in to. Now other companies can run theirs on it too, in a private workspace of their own.

HOW IT IS SOLD

per seat. per module. quoted on a call.

You pick the modules you need and pay for the people on your team who use them. It is not self serve. We quote it on a call and set it up with you.

01per seat

you pay for your team. clients in the portal and visitors on your links are not seats.

02per module

core is always included. every other module is switched on for your workspace, or left off.

03your own workspace

an isolated workspace, your own client portal, and your logo and name on what your clients see.

MODULES

switch on what you run.

Fourteen modules on top of core. Each one works on its own unless noted, and they connect when more than one is on.

built for agents

Every module is reachable by AI agents through MCP. Your agents read and act in the same workspace your team uses, and what needs a person waits for review.

ALWAYS INCLUDED00

core

what every other module stands on.

  • team and access: users, roles, permissions, invitations and sign in
  • the contact directory, with partners and referrers
  • the client record and your company profile
  • notifications, search and the dashboard
  • agents and MCP keys, with review of what agents do
  • module01

    CRM and pipeline

    every relationship and deal in one pipeline.

    • relations and the deal pipeline
    • inbound from your site forms
    • reminders and follow-ups
    • prospects and enrichment
    • conferences, segments and lead analytics
  • module02

    Proposals

    proposals your prospects open as a private page.

    • private landing pages, from templates, with versions
    • access by email code
    • read tracking
    • a watermarked PDF
    • change requests and the move to contract

    note: sold on its own, without the CRM.

  • module03

    Documents

    know who read what, and for how long.

    • upload documents and send a link per person
    • reading tracked by page and time
    • action clicks
    • data rooms shared by link
  • module04

    Tasks and projects

    the work, who owns it, and what is blocking it.

    • tasks with assignees, blockers and dependencies
    • saved views, attachments and comments
    • projects and project health
    • tasks shown to the client in the portal
  • module05

    Calendar and booking

    your calendar, and the links people book you through.

    • a calendar connected to Google
    • public and private booking links, with availability
    • bookings with reminders
    • team meetings and event briefs
    • habits and calendar mirroring
  • module06

    Forms

    ask, collect, and follow the answers.

    • a form editor and public links
    • responses in one place
    • delegate a question to another person
    • forms inside the client portal
  • module07

    Finance

    invoices, payments and the money behind the work.

    • invoices and recurring billing in any currency, with FX rates
    • card payments through your own Stripe account
    • crypto wallets, with on-chain payments reconciled
    • expenses, client balances and partner payouts
    • projections and scenarios, and a finance section in the client portal
  • module08

    Library

    the material you share, versioned and tracked.

    • resources as block documents, with versions
    • collections and assets
    • data rooms
    • share links with tracking
    • resources assigned to clients
  • module09

    Client management and portal

    everything after the contract, and the portal your clients sign in to.

    • deliverables with client approval
    • contracts with phases, the monthly plan and scope
    • onboarding and a credential vault
    • meetings, minutes, recaps, memos, decisions and open questions
    • reports with PDF and share links, and Drive sync
  • module10

    Social suite

    publish, answer and measure on Meta, Instagram and Threads.

    • connected Meta, Instagram and Threads accounts
    • scheduled publishing and a content calendar
    • one inbox
    • analytics and ads
    • automations, with each part switched on per client

    note: needs client management.

  • module11

    Email campaigns

    campaigns and sequences, sent in your name.

    • campaigns and sequences
    • subscribers
    • scheduled sends
    • click tracking
    • unsubscribe built in
  • module12

    Funnels

    an AI funnel on your own site, wired to your workspace.

    • AI funnels connected to an external site
    • sessions, leads and content gating
    • funnel emails
    • funnel analytics
    • funnel Instagram campaigns
  • module13

    Skills

    the instructions your AI agents work from.

    • a skill bank for agents, with instructions and files
    • skill proposals from agents, with review
    • distribution over MCP
  • module14

    KOL and media

    the voices and outlets you work with, in one directory.

    • the KOL and media directory
    • bulk import
    • topics
    • curated lists shared by link or in the portal
CONNECTED PRODUCTS

two products that plug in.

They are separate products, with their own code and their own data, sold on their own. They connect to your workspace.

SECURITY

your data stays yours.

isolation
Each company's data is isolated at the database level. Every record carries its workspace, and the database refuses a write that crosses into another one.
your team
A person belongs to one workspace. When we step in for support, it is logged.
client portal
Your clients sign in with a code sent to their email, and see the parts you switch on for them.
agents
An agent connects through an MCP key that belongs to a person on your team, and works inside that workspace only.
payments
Card payments go through your own Stripe account, connected to your workspace.
QUESTIONS

before the call.

01Who is it for?

Companies that sell services and run work for clients. It is the same platform Unbound runs its own clients on, from the first proposal to the monthly report.

02How does onboarding work?

It is assisted. After the call we create your workspace, switch on your modules, invite your team and set up your branding with you. You do not configure it alone.

03How is billing handled?

Monthly, quarterly, semiannual or annual. You pay by card, crypto or bank transfer. Pricing is per seat and per module, and we quote it on a call.

04Can I pick the modules?

Yes. Core is always included and you choose the rest. Proposals works on its own, without the CRM. The social suite needs client management.

05Is my data separate from other companies?

Yes. Each company has its own workspace, isolated at the database level. Your contacts, clients, documents and invoices are not visible from any other workspace.

BOOK A CALL

see it running.

Book a call. We walk through the modules you need, how your clients would see it, and what it costs for your team.

or write to us