One Platform. Total Clarity.
Meet
Meet
Meet
Cortana-
Cortana-
Cortana-
Cortana-
Cortana-
Cortana-
The Platform That
Your
Your AI Powered
Organizes, Analyzes & Automates Your Business
AI Powered Command
Command Center For Smarter Business Operations
Center For Smarter
Business Operations
Cortana organizes your clients, payments, services, calendar, and team into one place. Then AI starts analyzing, advising, and automating so your business runs smarter every day.
Cortana organizes your clients, payments, services, calendar, and team into one place. Then AI starts analyzing, advising, and automating so your business runs smarter every day!
Activate Cortana
Watch a Demo
One payment. Twelve months of AI automation.
One payment. Twelve months of AI automation.
Powered by Cortana Intelligence
Built from the brain of a modern CEO.
Built from the brain of a modern CEO.
Built from the brain of a modern CEO.
Powered by AI,
Powered by AI,
Powered by AI,
Powered by AI,
Powered by AI,
Powered by AI,
that executes for you.
that executes for you.
that executes for you.
Total Revenue
$5,460
+0%
than last month
Jan
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
5
4
3
2
1
0
Last Month
Clients per day
MON
TUE
WED
THU
FRI
SAT
SUN
50
40
30
20
10
0
+0%
than last month
Updated Recently
$24,812
Earned this month
Smart Business Dashboard
Bring every part of your business into one place — clients, payments, services, employees, and tasks. Instant clarity at a glance. Unlike any CRM before.
Total Revenue
$5,460
+0%
than last month
Jan
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
5
4
3
2
1
0
Last Month
Clients per day
MON
TUE
WED
THU
FRI
SAT
SUN
50
40
30
20
10
0
+0%
than last month
Updated Recently
$24,812
Earned this month
Smart Business Dashboard
Bring every part of your business into one place — clients, payments, services, employees, and tasks. Instant clarity at a glance. Unlike any CRM before.
Total Revenue
$5,460
+0%
than last month
Jan
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
5
4
3
2
1
0
Last Month
Clients per day
MON
TUE
WED
THU
FRI
SAT
SUN
50
40
30
20
10
0
+0%
than last month
Updated Recently
$24,812
Earned this month
Smart Business Dashboard
Bring every part of your business into one place — clients, payments, services, employees, and tasks. Instant clarity at a glance. Unlike any CRM before.
What are our sales for the past week
01:06 AM
Sure, sales for the Week (12th - 19th June, 2025):
$12,910 (23 Sales)
01:07 AM
Ask AI anything about your business...
Ask Anything. Get Answers Instantly.
“What were last week’s sales?” “Who hasn’t paid yet?” “Show me this month’s VIP clients.” Your AI knows it all — and answers like a human.
What are our sales for the past week
01:06 AM
Sure, sales for the Week (12th - 19th June, 2025):
$12,910 (23 Sales)
01:07 AM
Ask AI anything about your business...
Ask Anything. Get Answers Instantly.
“What were last week’s sales?” “Who hasn’t paid yet?” “Show me this month’s VIP clients.” Your AI knows it all — and answers like a human.
What are our sales for the past week
01:06 AM
Sure, sales for the Week (12th - 19th June, 2025):
$12,910 (23 Sales)
01:07 AM
Ask AI anything about your business...
Ask Anything. Get Answers Instantly.
“What were last week’s sales?” “Who hasn’t paid yet?” “Show me this month’s VIP clients.” Your AI knows it all — and answers like a human.
AI Agents That Automate Work
Our AI agents follow up with leads, summarize weekly performance, send reminders, log activity, and more — 24/7.
AI Agents That Automate Work
Our AI agents follow up with leads, summarize weekly performance, send reminders, log activity, and more — 24/7.
AI Agents That Automate Work
Our AI agents follow up with leads, summarize weekly performance, send reminders, log activity, and more — 24/7.
AI Agents That Automate Work
Our AI agents follow up with leads, summarize weekly performance, send reminders, log activity, and more — 24/7.
12 meetings
Today
Meet with James
30mins
Monday, June 2, 2025
Book a call
Integrated Calendar & Workflow
Book appointments, assign tasks, and manage staff in one simple view. Never miss a meeting, review, or deadline again.
12 meetings
Today
Meet with James
30mins
Monday, June 2, 2025
Book a call
Integrated Calendar & Workflow
Book appointments, assign tasks, and manage staff in one simple view. Never miss a meeting, review, or deadline again.
12 meetings
Today
Meet with James
30mins
Monday, June 2, 2025
Book a call
Integrated Calendar & Workflow
Book appointments, assign tasks, and manage staff in one simple view. Never miss a meeting, review, or deadline again.
12 meetings
Today
Meet with James
30mins
Monday, June 2, 2025
Book a call
Integrated Calendar & Workflow
Book appointments, assign tasks, and manage staff in one simple view. Never miss a meeting, review, or deadline again.
Converted
Joseph Campbell
(US)
Stephen Curry
(US)
Michael James
(US)
David Carton
(US)
Client name
(US)
Client name
(US)
Leads
Jason Samuel
(US)
Steve Waugh
(US)
Edgar Wright
(US)
Client name
(US)
Client name
(US)
Chris Woakes
(US)
Enterprise Power. Simplified.
All your operations — inventory, payments, and pipeline — managed in one place.
Converted
Joseph Campbell
(US)
Stephen Curry
(US)
Michael James
(US)
David Carton
(US)
Client name
(US)
Client name
(US)
Leads
Jason Samuel
(US)
Steve Waugh
(US)
Edgar Wright
(US)
Client name
(US)
Client name
(US)
Chris Woakes
(US)
Enterprise Power. Simplified.
All your operations — inventory, payments, and pipeline — managed in one place.
Converted
Joseph Campbell
(US)
Stephen Curry
(US)
Michael James
(US)
David Carton
(US)
Client name
(US)
Client name
(US)
Leads
Jason Samuel
(US)
Steve Waugh
(US)
Edgar Wright
(US)
Client name
(US)
Client name
(US)
Chris Woakes
(US)
Enterprise Power. Simplified.
All your operations — inventory, payments, and pipeline — managed in one place.
1288
FAQs Answered
41
Deals Closed
1288
Follows up sent
Native WhatsApp Integration
Auto-send follow-ups, answer FAQs, and even close deals — directly from your WhatsApp-integrated CRM.
1288
FAQs Answered
41
Deals Closed
1288
Follows up sent
Native WhatsApp Integration
Auto-send follow-ups, answer FAQs, and even close deals — directly from your WhatsApp-integrated CRM.
1288
FAQs Answered
41
Deals Closed
1288
Follows up sent
Native WhatsApp Integration
Auto-send follow-ups, answer FAQs, and even close deals — directly from your WhatsApp-integrated CRM.
CRMs Aren’t Smart Enough. Until Now.
CRMs Aren’t Smart Enough.
Until Now.
Traditional CRMs are passive.
Traditional CRMs are passive.
Cortana is
Cortana is
Cortana is
Cortana is
proactive.
proactive.
proactive.
proactive.
Most CRMs store information. Cortana uses it. It analyzes your data, anticipates your needs, and automates next steps — so you can focus on strategy, not admin.
No more tab overloads. No more checking dashboards manually. No more lead follow-ups falling through the cracks. Just intelligent, real-time business execution.
Traditional CRMs are passive.
Cortana is
Cortana is
proactive.
proactive.
Most platforms collect data. Ours takes action.
Most platforms collect data.
Ours takes action.
Not Just a CRM.
Not Just a CRM.
Not Just a CRM.
Your First
Your First
Your First
AI-Powered
AI-Powered
AI-Powered
AI-Powered
AI-Powered
AI-Powered
Business Team.
Business Team.
Business Team.
Business Team.
Business Team.
Business Team.
AI CRM
Meetings
Daily Reports
Reminders
Contacts
Meetings
Daily Reports
Reminders
Business
Employees
Automation
Business
Employees
Your Business, Handled by AI Agents
From sending daily reports to booking appointments or reminding your clients to pay,
our AI agents work behind the scenes so you don’t have to.
AI CRM
Meetings
Daily Reports
Reminders
Contacts
Meetings
Daily Reports
Reminders
Business
Employees
Automation
Business
Employees
Your Business, Handled by AI Agents
From sending daily reports to booking appointments or reminding your clients to pay,
our AI agents work behind the scenes so you don’t have to.
AI CRM
Meetings
Daily Reports
Reminders
Contacts
Meetings
Daily Reports
Reminders
Business
Employees
Automation
Business
Employees
Your Business, Handled by AI Agents
From sending daily reports to booking appointments or reminding your clients to pay,
our AI agents work behind the scenes so you don’t have to.
Your Private AI Assistant
Your Personal Business Oracle
Not just ChatGPT. Cortana is your private AI, trained on your data,
ready with answers and strategies whenever you need them!
Your Private AI Assistant
Your Personal Business Oracle
Not just ChatGPT. Cortana is your private AI, trained on your data,
ready with answers and strategies whenever you need them!
Your Private AI Assistant
Your Personal Business Oracle
Not just ChatGPT. Cortana is your private AI, trained on your data,
ready with answers and strategies whenever you need them!
For Founders in the Real World
Built for real-world operators
not just SaaS teams
Whatever You Do, This CRM Adapts to You
Service Businesses
Barbers, consultants, coaches — never lose track of a lead or forget a payment again. Let AI run your schedule, send reminders, and build client loyalty.
E-commerce & Inventory Based Brands
Stay on top of stock, orders, and fulfillment. Know what’s selling, what’s stuck, and what to promote — all in real-time.
Agencies & Creatives
Track project timelines, client communications, and deliverables without messy email chains or spreadsheets.
Founders & CEOs
Finally see the whole picture. Make smarter decisions, faster — and spend less time in the weeds.
Service Businesses
Barbers, consultants, coaches — never lose track of a lead or forget a payment again. Let AI run your schedule, send reminders, and build client loyalty.
E-commerce & Inventory Based Brands
Stay on top of stock, orders, and fulfillment. Know what’s selling, what’s stuck, and what to promote — all in real-time.
Agencies & Creatives
Track project timelines, client communications, and deliverables without messy email chains or spreadsheets.
Founders & CEOs
Finally see the whole picture. Make smarter decisions, faster — and spend less time in the weeds.
Service Businesses
Barbers, consultants, coaches — never lose track of a lead or forget a payment again. Let AI run your schedule, send reminders, and build client loyalty.
E-commerce & Inventory Based Brands
Stay on top of stock, orders, and fulfillment. Know what’s selling, what’s stuck, and what to promote — all in real-time.
Agencies & Creatives
Track project timelines, client communications, and deliverables without messy email chains or spreadsheets.
Founders & CEOs
Finally see the whole picture. Make smarter decisions, faster — and spend less time in the weeds.
Service Businesses
Barbers, consultants, coaches — never lose track of a lead or forget a payment again. Let AI run your schedule, send reminders, and build client loyalty.
E-commerce & Inventory Based Brands
Stay on top of stock, orders, and fulfillment. Know what’s selling, what’s stuck, and what to promote — all in real-time.
Agencies & Creatives
Track project timelines, client communications, and deliverables without messy email chains or spreadsheets.
Founders & CEOs
Finally see the whole picture. Make smarter decisions, faster — and spend less time in the weeds.
Trusted by business leaders worldwide
Trusted by business
leaders worldwide
Over 50+ owners already run
their business with Cortana!
Trusted by Business Owners Who Are Done With Chaos
Mariana Torres
Owner of Belleza Viva Salon (Medellín, Colombia)
"Before Cortana, I was always forgetting to follow up with clients. Now my salon runs smoother than ever, and my customers feel taken care of.”
Luis Ramírez
Founder of FitConecta (Monterrey, Mexico)
"As a personal trainer, I just want to focus on clients, not chasing payments. Cortana makes sure I get paid on time."
Camila Rojas
Owner of Alma Boutique (Bogotá, Colombia)
"My sales flow, task manager, and client tracking are all in one clean place. I haven’t opened a spreadsheet in weeks."
Sofía Gutiérrez
Founder of Dulce Tradición (Lima, Peru)
"Managing a small clinic means balancing patients, staff, and payments. Cortana keeps everything in one place and saves me hours every week."
Dr. Andrés Castillo
Director of Clínica Vida Plena (Quito, Ecuador)
"Cortana helped my coffee shop stay on top of orders, payments, and loyal customers. I finally know who my regulars are — and they love it."
Jessica Miller
Owner of Oak & Bean Coffeehouse (Austin, TX)
"Running an online shop was overwhelming until Cortana. Now I see my best sellers instantly and don’t waste time chasing messages"
Daniel Parker
Founder of PeakGear Supply Co. (Denver, CO)
"I’m a photographer, not an accountant. Cortana handles the invoices, follow-ups, and reminders so I can stay behind the camera."
Olivia Reed
Owner of Golden Hour Studio (Portland, OR)
"As a freelancer, I wear a lot of hats. Cortana keeps my projects and payments organized so I don’t burn out."
Michael Johnson
Freelance Graphic Designer at Pixel North (Chicago, IL)
"I run a small restaurant, and Cortana feels like a digital manager. Daily reports, reminders, and AI insights help me make smarter decisions."
Mariana Torres
Owner of Belleza Viva Salon (Medellín, Colombia)
"Before Cortana, I was always forgetting to follow up with clients. Now my salon runs smoother than ever, and my customers feel taken care of.”
Luis Ramírez
Founder of FitConecta (Monterrey, Mexico)
"As a personal trainer, I just want to focus on clients, not chasing payments. Cortana makes sure I get paid on time."
Camila Rojas
Owner of Alma Boutique (Bogotá, Colombia)
"My sales flow, task manager, and client tracking are all in one clean place. I haven’t opened a spreadsheet in weeks."
Sofía Gutiérrez
Founder of Dulce Tradición (Lima, Peru)
"Managing a small clinic means balancing patients, staff, and payments. Cortana keeps everything in one place and saves me hours every week."
Dr. Andrés Castillo
Director of Clínica Vida Plena (Quito, Ecuador)
"Cortana helped my coffee shop stay on top of orders, payments, and loyal customers. I finally know who my regulars are — and they love it."
Jessica Miller
Owner of Oak & Bean Coffeehouse (Austin, TX)
"Running an online shop was overwhelming until Cortana. Now I see my best sellers instantly and don’t waste time chasing messages"
Daniel Parker
Founder of PeakGear Supply Co. (Denver, CO)
"I’m a photographer, not an accountant. Cortana handles the invoices, follow-ups, and reminders so I can stay behind the camera."
Olivia Reed
Owner of Golden Hour Studio (Portland, OR)
"As a freelancer, I wear a lot of hats. Cortana keeps my projects and payments organized so I don’t burn out."
Michael Johnson
Freelance Graphic Designer at Pixel North (Chicago, IL)
"I run a small restaurant, and Cortana feels like a digital manager. Daily reports, reminders, and AI insights help me make smarter decisions."
Mariana Torres
Owner of Belleza Viva Salon (Medellín, Colombia)
"Before Cortana, I was always forgetting to follow up with clients. Now my salon runs smoother than ever, and my customers feel taken care of.”
Luis Ramírez
Founder of FitConecta (Monterrey, Mexico)
"As a personal trainer, I just want to focus on clients, not chasing payments. Cortana makes sure I get paid on time."
Camila Rojas
Owner of Alma Boutique (Bogotá, Colombia)
"My sales flow, task manager, and client tracking are all in one clean place. I haven’t opened a spreadsheet in weeks."
Sofía Gutiérrez
Founder of Dulce Tradición (Lima, Peru)
"Managing a small clinic means balancing patients, staff, and payments. Cortana keeps everything in one place and saves me hours every week."
Dr. Andrés Castillo
Director of Clínica Vida Plena (Quito, Ecuador)
"Cortana helped my coffee shop stay on top of orders, payments, and loyal customers. I finally know who my regulars are — and they love it."
Jessica Miller
Owner of Oak & Bean Coffeehouse (Austin, TX)
"Running an online shop was overwhelming until Cortana. Now I see my best sellers instantly and don’t waste time chasing messages"
Daniel Parker
Founder of PeakGear Supply Co. (Denver, CO)
"I’m a photographer, not an accountant. Cortana handles the invoices, follow-ups, and reminders so I can stay behind the camera."
Olivia Reed
Owner of Golden Hour Studio (Portland, OR)
"As a freelancer, I wear a lot of hats. Cortana keeps my projects and payments organized so I don’t burn out."
Michael Johnson
Freelance Graphic Designer at Pixel North (Chicago, IL)
"I run a small restaurant, and Cortana feels like a digital manager. Daily reports, reminders, and AI insights help me make smarter decisions."
Simple Plans. Serious Intelligence.
One upfront investment for a year of clarity, automation, and growth.
Simple Plans for Real Business Growth
Simple, transparent pricing. No hidden fees, no surprises. Pick a plan below.
CORTANA
$300
/ month
Flexibility, full power, month-to-month.
Clients & contacts management
Payments & invoices tracking
Services & scheduling
Employee management
Calendar & reminders
Smart business dashboard
Performance analytics & reports
WhatsApp AI Agent
Regular updates & support
CORTANA
$300
/ month
Flexibility, full power, month-to-month.
Clients & contacts management
Payments & invoices tracking
Services & scheduling
Employee management
Calendar & reminders
Smart business dashboard
Performance analytics & reports
WhatsApp AI Agent
Regular updates & support
CORTANA
$300
/ month
Flexibility, full power, month-to-month.
Clients & contacts management
Payments & invoices tracking
Services & scheduling
Employee management
Calendar & reminders
Smart business dashboard
Performance analytics & reports
WhatsApp AI Agent
Regular updates & support
CORTANA PRO
$2,500
/ year
From CRM to CEO-level clarity — powered by AI.
Everything in Monthly, plus
Dedicated account manager
Personalized onboarding & training
Priority support response times
Early Access to AI Copilot Features
Exclusive early access to new AI agents
Choose the plan that fits your stage — and scale effortlessly as you grow.
CORTANA PRO
$2,500
/ year
From CRM to CEO-level clarity — powered by AI.
Everything in Monthly, plus
Dedicated account manager
Personalized onboarding & training
Priority support response times
Early Access to AI Copilot Features
Exclusive early access to new AI agents
Choose the plan that fits your stage — and scale effortlessly as you grow.
CORTANA PRO
$2,500
/ year
From CRM to CEO-level clarity — powered by AI.
Everything in Monthly, plus
Dedicated account manager
Personalized onboarding & training
Priority support response times
Early Access to AI Copilot Features
Exclusive early access to new AI agents
Choose the plan that fits your stage — and scale effortlessly as you grow.
Additional Storefronts
$50
/ month
Advanced integrations, team accounts, and premium onboarding
Add multiple business locations under one Cortana account
Centralized dashboard for all storefronts
Separate client lists, payments, and calendars per location
Task & Team Management
Unified reporting across locations
Ideal for businesses expanding to multiple shops, studios, or branches.
Additional Storefronts
$50
/ month
Advanced integrations, team accounts, and premium onboarding
Add multiple business locations under one Cortana account
Centralized dashboard for all storefronts
Separate client lists, payments, and calendars per location
Task & Team Management
Unified reporting across locations
Ideal for businesses expanding to multiple shops, studios, or branches.
Additional Storefronts
$50
/ month
Advanced integrations, team accounts, and premium onboarding
Add multiple business locations under one Cortana account
Centralized dashboard for all storefronts
Separate client lists, payments, and calendars per location
Task & Team Management
Unified reporting across locations
Ideal for businesses expanding to multiple shops, studios, or branches.
Lead your business. Let Cortana handle the rest.
Lead your business. Let Cortana handle the rest.
Lead your business. Let Cortana handle the rest.
Meet the assistant that doesn’t sleep- Cortana organizes your business, tracks performance, and automates routine work —
so you can focus on growth, not grind.
Focus on growth while Cortana automates the grind.
See the full picture at a glance- performance, people, and pipelines.
Cortana automates follow-ups, reports, and alerts.
Seamless across mobile, tablet, and desktop
Activate Cortana
Getting Started
Dashboard
Clients
Payments
Services
Calendar
Pipelines
Business Contacts
Reviews
Employees
Settings
Log Out
Total Clients
45
-100%
than last month
VIP Clients
45
+0%
than last month
New Clients this month
45
-100%
than last month
Upcoming Appointments
30 done this month
Client
Payment
Date
Client type
Address
Phone
AI Assistant
Daily sales
+0%
than last month
MON
TUE
WED
THU
FRI
SAT
SUN
Updated Recently
5
4
3
2
1
0
New clients by day
+0%
than last month
MON
TUE
WED
THU
FRI
SAT
SUN
2.0
1.6
1.2
0.8
0.4
0.0
Updated Recently
