One Platform to Run Your Entire Business
Run your service business with one flexible platform — CRM, projects, tasks, client portals, documents, invoicing, scheduling, and more.
14-day trial, no credit card required
BETTER TEAM COLLABRATION
All your business on one platform
Your next hire wont be human. Huddle gives you AI teammates to handle the busywork.
CRM
Stay on top of leads, deals, and client relationships. Track every conversation and move deals through customized pipelines built for your services.
CRM
Stay on top of leads, deals, and client relationships. Track every conversation and move deals through customized pipelines built for your services.
Projects
Plan work, assign tasks, manage deadlines, and keep every job organized in one place. From small client deliverables to full-scale projects — track it all.
Projects
Plan work, assign tasks, manage deadlines, and keep every job organized in one place. From small client deliverables to full-scale projects — track it all.
CRM
Stay on top of leads, deals, and client relationships. Track every conversation and move deals through customized pipelines built for your services.
Project Management
Plan work, assign tasks, manage deadlines, and keep every job organized in one place. From small client deliverables to full-scale projects — track it all.
Project Management
Plan work, assign tasks, manage deadlines, and keep every job organized in one place. From small client deliverables to full-scale projects — track it all.
Payments
Turn estimates into proposals, proposals into projects, and projects into invoices—all without recreating the same information twice.
Payments
Turn estimates into proposals, proposals into projects, and projects into invoices—all without recreating the same information twice.
Payments
Turn estimates into proposals, proposals into projects, and projects into invoices—all without recreating the same information twice.
Payments
Turn estimates into proposals, proposals into projects, and projects into invoices—all without recreating the same information twice.
Client Portal
Give clients instant access to everything they need. Project status, documents, invoices, and direct communication—all in one place.
Client Portal
Give clients instant access to everything they need. Project status, documents, invoices, and direct communication—all in one place.
AI Executive Assistant
Stop juggling tasks. Your AI executive assistant joins meetings to take notes, plans your calendar and prioritizes your work
PRODUCTIVITY REDEFINED
Streamline your Workflow
All your business on one platform. Combine CRM, Project Management, Ticketing and Knowledge in one AI product suite
Huddle Sales
AI organizes your leads, enriches contacts, drafts outreach, and keeps your pipeline updated
Huddle Sales
AI organizes your leads, enriches contacts, drafts outreach, and keeps your pipeline updated
Huddle Sales
AI organizes your leads, enriches contacts, drafts outreach, and keeps your pipeline updated
Huddle Work
Notes turn into tasks, deadlines stay aligned, and AI employees handle reminders, summaries, and handoffs
Huddle Work
Notes turn into tasks, deadlines stay aligned, and AI employees handle reminders, summaries, and handoffs
Huddle Work
Notes turn into tasks, deadlines stay aligned, and AI employees handle reminders, summaries, and handoffs
Huddle Finance
Automatically generate invoices from deals and projects, automate AR/AP, sync payments across your workspace
Huddle Finance
Automatically generate invoices from deals and projects, automate AR/AP, sync payments across your workspace
Huddle Finance
Automatically generate invoices from deals and projects, automate AR/AP, sync payments across your workspace
WHO WE SERVE
Made for tech-enabled professional service firms
Consulting
Founder, CEO
Agencies
Product Designer
Accounting
Community Manager
Software
Staff Engineer
WHY SERVICES FIRMS CHOOSE HUDDLE
Your team is drowning in tools. Your AI team isn't.
Huddle is buiding tools for businesses that run themselves. Automate all of your sales and project management workflows in one platform
Automations
Cloudeo makes collaboration a breeze, ensuring everyone stays on the same page, no matter where they are.
Automations
Cloudeo makes collaboration a breeze, ensuring everyone stays on the same page, no matter where they are.
Automations
Cloudeo makes collaboration a breeze, ensuring everyone stays on the same page, no matter where they are.
Reporting
Turn natural language instructions into multi-step automations that run your business in the background. No code required
Reporting
Turn natural language instructions into multi-step automations that run your business in the background. No code required
Digital Workforce
Hire an AI team of specialists to automate tasks and keep work flowing
Digital Workforce
Hire an AI team of specialists to automate tasks and keep work flowing
Digital Workforce
Hire an AI team of specialists to automate tasks and keep work flowing
WORKSPACE
Explore all of Huddle's Apps
Consolidate your projects, clients, and billing operations into one integrated, easy-to-use platform.
CRM
Keep everything organized and accessible
Personized customer interactions
Personized customer interactions
Personized customer interactions
AI Workflows
AI Workflows
AI Workflows
Find anything in seconds with powerful search
Find anything in seconds with powerful search
Find anything in seconds with powerful search
Projects
Projects that move themselves forward
40% less time spent in meetings
40% less time spent in meetings
40% less time spent in meetings
Automatic prioritization and constant optimization
Automatic prioritization and constant optimization
Automatic prioritization and constant optimization
Predict and work projects at risk
Predict and work projects at risk
Predict and work projects at risk
Finance
Complete accounting suite with AI bookkeeping and AR/AP
Automated AR/AP
Automated AR/AP
Automated AR/AP
Zero day close
Zero day close
Zero day close
Cross-team collaboration made easy
Cross-team collaboration made easy
Cross-team collaboration made easy
CRM
Trigger workflows that move deals forward. Personalize every customer interaction
CRM
Trigger workflows that move deals forward. Personalize every customer interaction
CRM
Trigger workflows that move deals forward. Personalize every customer interaction
Automated Invoices
When a deal closes, Huddle drafts the invoice, fills line items, and queues polite reminders until it’s paid.
Automated Invoices
When a deal closes, Huddle drafts the invoice, fills line items, and queues polite reminders until it’s paid.
Automated Invoices
When a deal closes, Huddle drafts the invoice, fills line items, and queues polite reminders until it’s paid.
Proposals
Create clean proposals from pipeline stages, track views, capture sign-off, then convert to a project and invoice in one step.
Proposals
Create clean proposals from pipeline stages, track views, capture sign-off, then convert to a project and invoice in one step.
Proposals
Create clean proposals from pipeline stages, track views, capture sign-off, then convert to a project and invoice in one step.
Client Portal
A simple, branded place for clients to see status, share files, and approve work. (White-label ready for agencies.)
Client Portal
A simple, branded place for clients to see status, share files, and approve work. (White-label ready for agencies.)
Client Portal
A simple, branded place for clients to see status, share files, and approve work. (White-label ready for agencies.)
Sign
Agents keep opportunities fresh—log emails, suggest next steps, and flag stalls so nothing slips.
Sign
Agents keep opportunities fresh—log emails, suggest next steps, and flag stalls so nothing slips.
Sign
Agents keep opportunities fresh—log emails, suggest next steps, and flag stalls so nothing slips.
Field Service
Turn requests into scheduled jobs with checklists and photos. Mobile-friendly tasks and automatic customer updates.
Field Service
Turn requests into scheduled jobs with checklists and photos. Mobile-friendly tasks and automatic customer updates.
Field Service
Turn requests into scheduled jobs with checklists and photos. Mobile-friendly tasks and automatic customer updates.
Projects
Kick off from a template. Notes become tasks with owners and dates; weekly summaries keep everyone aligned.
Projects
Kick off from a template. Notes become tasks with owners and dates; weekly summaries keep everyone aligned.
Projects
Kick off from a template. Notes become tasks with owners and dates; weekly summaries keep everyone aligned.
Task Management
Fast, simple tasks with due dates, subtasks,. Bulk actions and keyboard shortcuts keep teams moving.
Task Management
Fast, simple tasks with due dates, subtasks,. Bulk actions and keyboard shortcuts keep teams moving.
Task Management
Fast, simple tasks with due dates, subtasks,. Bulk actions and keyboard shortcuts keep teams moving.
Time Sheets
Log time right from tasks. Export for payroll or use it to generate invoices and job costing.
Time Sheets
Log time right from tasks. Export for payroll or use it to generate invoices and job costing.
Time Sheets
Log time right from tasks. Export for payroll or use it to generate invoices and job costing.
80+ INTEGRATIONS
Connect with the tools you love
Huddle integrates effortlessly with 80+ of your favorite apps like Slack, Google Calendar, and more.
PRICING PLANS
Simple pricing, powerful features
Free 30-day trial, no credit card required.
Monthly
Yearly
(20% OFF)
Basic
$19
per user/month
Essential AI tools for small teams
AI Projects
AI Sales
Unlimited docs
Unlimited chat
1,000 AI Actions
Basic analytics
Email support
Pro
Most Popular
$47
per user/month
Advanced features for fast growing teams
AI Sales Representative
AI Phone Calling
AI Work Management
AI Research
5,000 AI Actions
Advanced analytics
Priority email support
Enterprise
$89
per user/month
Custom features for the enterprises
All Pro features ...
SSO
Custom SLA
Custom MSA
Migration support
Private support channel
Priority email support
Monthly
Yearly
(20% OFF)
Basic
$19
per user/month
Essential AI tools for small teams
AI Projects
AI Sales
Unlimited docs
Unlimited chat
1,000 AI Actions
Basic analytics
Email support
Pro
Most Popular
$47
per user/month
Advanced features for fast growing teams
AI Sales Representative
AI Phone Calling
AI Work Management
AI Research
5,000 AI Actions
Advanced analytics
Priority email support
Enterprise
$89
per user/month
Custom features for the enterprises
All Pro features ...
SSO
Custom SLA
Custom MSA
Migration support
Private support channel
Priority email support
Monthly
Yearly
(20% OFF)
Basic
$19
per user/month
Essential AI tools for small teams
AI Projects
AI Sales
Unlimited docs
Unlimited chat
1,000 AI Actions
Basic analytics
Email support
Pro
Most Popular
$47
per user/month
Advanced features for fast growing teams
AI Sales Representative
AI Phone Calling
AI Work Management
AI Research
5,000 AI Actions
Advanced analytics
Priority email support
Enterprise
$89
per user/month
Custom features for the enterprises
All Pro features ...
SSO
Custom SLA
Custom MSA
Migration support
Private support channel
Priority email support
OUR TEAM
Made for tech-enabled professional service firms
Cameron Williamson
Founder, CEO
Cameron Williamson
Founder, CEO
Jane Cooper
Product Designer
Jane Cooper
Product Designer
Jamshid Khalifa
Community Manager
Jamshid Khalifa
Community Manager
Savannah Nguyen
Staff Engineer
Savannah Nguyen
Staff Engineer
GOT QUESTIONS?
Everything You Need to Know, All in One Place
Discover quick and comprehensive answers to common questions about our platform, services, and features.
What is included in the free trial?
What is included in the free trial?
What is included in the free trial?
Can I cancel my subscription at any time?
Can I cancel my subscription at any time?
Can I cancel my subscription at any time?
Do you offer discounts for annual plans?
Do you offer discounts for annual plans?
Do you offer discounts for annual plans?
Is my data secure on your platform?
Is my data secure on your platform?
Is my data secure on your platform?
Can I change my plan after I’ve subscribed?
Can I change my plan after I’ve subscribed?
Can I change my plan after I’ve subscribed?
Do you offer support for onboarding new users?
Do you offer support for onboarding new users?
Do you offer support for onboarding new users?
THE FUTURE OF WORK
The AI Work Management Platform
Software built for businesses that run themselves
THE FUTURE OF WORK
The AI Work Management Platform
Software built for businesses that run themselves
THE FUTURE OF WORK
The AI Work Management Platform
Software built for businesses that run themselves