Features
Everything you need to run client work and your own business
Ambital puts projects, a branded client portal, CRM, timesheets, invoicing, forecasting and an AI assistant in one app for consultants, freelancers and small teams. This page follows the app's own layout, area by area, with the plan each feature needs.
Free plan · No card required · Built in the UK
01 · Home
Start every day knowing what matters
Ambi, Ambital's AI assistant, reads your meetings, emails, tasks and invoices so you can ask it anything about your work, and from Pro it writes your Home brief each morning.
Ask Ambi, the AI assistant
All plansQuestions answered from your own meetings, emails, tasks and invoices.
Daily brief
What's on today, what's due and who is waiting on you, written by Ambi from Pro.
02 · Inbox
Every client mailbox, filed for you
Connect Google Workspace and Microsoft 365 accounts on any domain, including the mailboxes clients issue you. Email, transcripts and notes land on the right project.
Unified inbox
Every connected account in one list, filed to projects.
Meeting notes and transcripts
ProTranscripts from your meeting notetaker, routed to the right project with their actions.
03 · Calendar
One calendar across every account
Every meeting from every connected account in one week, linked to its project, with your own time planned around it.
Unified calendar
Every connected account in one view, meetings linked to projects.
My schedule and resourcing
Plan the week against your capacity, and see who has room.
04 · Time
Hours that turn into money
Log time against client work, your own business, a deal or personal. Hours burn retainers and fees as you go, so billing and margin are always current.
Timesheets and time tracking
A week grid, time off, and time logged from any task.
Retainers and rollover
BusinessIncluded hours, rollover and overage, with retainer analytics.
05 · Work
Projects shaped by what they are for
Tell Ambital whether the work is a retainer, a build, a campaign or an audit, and it sets up the billing, tabs and phases. Delivery, documents and the client portal live in the same place.
Projects, phases and Gantt
Say what the work is for; billing, tabs and phases are set up for you.
Status updates
Templates, RAG ratings and publishing to the portal or by email.
Client portal
Business ProA private, branded portal for each client project.
Designs and approvals
ProVersions, compare and sign-off, with your design tools linked.
Proposals, contracts and e-sign
ProProposals, SoWs, MSAs, change requests and signatures.
Client onboarding
A plan for each new client, from welcome email to go-live.
Campaigns
Briefs, client checklists, tracking links and results.
Social media for clients
BusinessContent calendars, brand kits, approvals and results per post.
06 · Clients
A CRM sized for a handful of clients
Companies, contacts and deals with everything else you know about them: projects, emails, meetings and invoices on one record.
CRM and pipeline
Companies House lookup, weighted pipeline, win and loss reasons.
07 · Business
Run your own business, not just the projects
Invoices, costs and pricing sit next to a forecast that knows your booked work, your pipeline and the targets you still need to win.
Invoicing and accounting sync
Invoices from time, fees and retainers, synced to your accounting software from Business.
Forecasting and scenarios
BusinessBooked work, pipeline and targets against your goal.
Pricing and rate cards
Work out day rates and project prices from your real costs.
Services and menus
Business ProPackage what you sell and share it as a menu.
Outreach and brand
Mailchimp reporting, your brand kit and tone of voice.
08 · Reports
Know which clients make you money
Utilisation, work in progress and your real hourly rate by client, so you know which work to chase and which to price up.
Reports
Client work, business and pipeline reports, including effective hourly rate.
Portfolio reporting
Business ProReporting across several organisations.
09 · Personal
Your life, kept apart from client work
Private tasks, notes, meetings and email accounts that never mix with client work and never reach a client or teammate.
Personal workspace
Tasks, notes, meetings and emails that only you can see.
10 · Platform
Plays nicely with the tools you already use
Ambital connects to the accounts, notetakers and design tools you already pay for, and grows with you to several organisations.
Integrations
Email and calendars, accounting software, meeting notetakers, design tools and Slack.
Multiple organisations
Business ProRun more than one business from one login.
Roles and permissions
TeamsChoose what each seat can see and do, project by project.
White-label, API and audit logs
Business ProYour brand only, programmatic access and a full trail.
- Google WorkspaceMail, calendar and Drive
- Microsoft 365Mail, calendar and Teams meetings
- XeroInvoices, bills and expenses
- SlackUpdates to linked channels
- Fireflies.aiMeeting transcripts and actions
- CanvaDesigns on projects
- FigmaDesign files on projects
- MailchimpCampaign reporting
- LinkedInPost scheduling
- CalendlyBookings in your calendar
- Companies HouseCompany lookup
- EarlyTracked time into timesheets
All of it on one subscription, from £0 a month
Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.
Free plan · No card required · Built in the UK