# Features — EternalEngine

Explore EternalEngine's full feature set — CRM, AI assistant, invoicing, project management, field service, and analytics, all in one platform.

Platform Features

# One platform. Everything you need.

EternalEngine replaces the stack of disconnected tools most businesses run on. CRM, invoicing, project management, AI, email delivery, and analytics — built together so they actually work together.

[Start free](https://app.eternalengineos.io/signup?plan=free&interval=annual)[View Pricing](https://eternalengineos.io/pricing/)

## One dashboard for the whole business

Revenue, pipeline, invoices, tasks and appointments from every app, on one screen.

Click to enlargeSee your whole business on one screen.

[CRM](#crm)[AI Assistant](#ai)[Financial Operations](#finance)[Project Management](#projects)[Analytics](#analytics)[Security](#security)[PostFrame](#postframe)

[CRM](https://eternalengineos.io/features/crm/)

## CRM & Client Management

Track every contact, deal, and conversation from one unified workspace. Build and manage your pipeline, set follow-up tasks, and never let an opportunity go cold.

- Contact database with custom fields and tagging
- Visual deal pipeline with drag-and-drop stages
- Activity timeline: calls, emails, notes, and tasks
- AI-powered lead scoring and deal probability
- Automated follow-up reminders and task routing

[Explore CRM](https://eternalengineos.io/features/crm/)

[CRMLive 847Contacts+12 this week $124KPipeline18 open deals 6Follow-upsdue today Explore CRM](https://eternalengineos.io/features/crm/)

[AI Assistant](https://eternalengineos.io/features/ai-assistant/)

## AI Assistant

Your built-in AI that learns from your business data. It provides intelligent recommendations, drafts emails, answers questions about your data in plain English, and handles routine tasks automatically.

- Natural language queries — ask questions about your pipeline or revenue
- Smart email drafting tailored to each contact and deal stage
- Predictive lead scoring based on historical patterns
- Revenue forecasting with confidence intervals
- Document generation from templates and deal data

[Explore AI Assistant](https://eternalengineos.io/features/ai-assistant/)

[AI AssistantLive 94%Lead accuracyAI scored 3.2×Faster repliesvs manual $89KForecastnext 30 days Explore AI Assistant](https://eternalengineos.io/features/ai-assistant/)

[Financial Operations](https://eternalengineos.io/features/financial-operations/)

## Invoicing & Financial Operations

Create professional estimates, convert them to invoices in one click, track payments, and manage your complete billing cycle — all without leaving EternalEngine.

- Estimates and proposals with branded PDF export
- One-click estimate-to-invoice conversion
- Recurring billing and subscription management
- Multi-currency support and tax configuration
- Payment tracking with overdue alerts

[Explore Financial Operations](https://eternalengineos.io/features/financial-operations/)

[Financial OperationsLive $47.5KInvoicedthis month 96%Paid on timelast 90 days 2Overduealerts active Explore Financial Operations](https://eternalengineos.io/features/financial-operations/)

[Project Management](https://eternalengineos.io/features/project-management/)

## Project & Field Service Management

Plan projects, manage tasks, coordinate field teams, and keep every job on schedule. From office projects to on-site field service — one system handles it all.

- Kanban boards, Gantt timelines, and task lists
- Milestone tracking with progress visibility
- Field service dispatch with GPS job tracking
- Team scheduling and calendar management
- Job completion sign-off and customer notifications

[Explore Project Management](https://eternalengineos.io/features/project-management/)

[Project ManagementLive 14Active jobs3 field teams 87%On schedulethis quarter 0Missed SLAslast 30 days Explore Project Management](https://eternalengineos.io/features/project-management/)

[Analytics](https://eternalengineos.io/features/analytics-reporting/)

## Analytics & Reporting

Real-time dashboards that give you a clear picture of what is happening in your business. Track revenue, pipeline health, team performance, and KPIs without building reports from scratch.

- Live revenue and pipeline dashboards
- Custom report builder with filters and grouping
- Revenue forecasting with trend analysis
- Team performance metrics and leaderboards
- KPI tracking with threshold alerts

[Explore Analytics](https://eternalengineos.io/features/analytics-reporting/)

[AnalyticsLive +23%Revenue MoMvs last month 89%Pipeline health4 KPIs tracked 1Alert firingreview now Explore Analytics](https://eternalengineos.io/features/analytics-reporting/)

[Security](https://eternalengineos.io/features/security-compliance/)

## Security & Compliance

Built on a zero-trust foundation with tenant isolation, role-based access controls, full audit trails, and data encryption at every layer. Your data stays yours.

- Role-based access control (RBAC) with granular permissions
- Complete audit trail for every action in the platform
- Data encrypted in transit and at rest
- GDPR-ready data handling and deletion tools
- Two-factor authentication and SSO (Business)

[Explore Security](https://eternalengineos.io/features/security-compliance/)

[SecurityLive 100%Encryptedin transit + at rest 0Breachesall time 99.9%Uptimelast 90 days Explore Security](https://eternalengineos.io/features/security-compliance/)

[PostFrame](https://eternalengineos.io/features/postframe/)

## PostFrame — Email Delivery

Full-service transactional and marketing email delivery. Send at scale with SPF, DKIM, and DMARC verification handled for you. No SendGrid or SES account needed — PostFrame handles everything.

- Transactional and marketing email on one platform
- SPF, DKIM & DMARC verification out of the box
- Open tracking, click tracking, and delivery receipts
- Reusable template library with Handlebars syntax
- Real-time webhooks and full event history

[Explore PostFrame](https://eternalengineos.io/features/postframe/)

[PostFrameLive 99.2%Deliverabilitylast 7 days 28.4%Open ratevs 21% industry 3.1%Click ratevs 2.6% industry Explore PostFrame](https://eternalengineos.io/features/postframe/)

Add-on Services

## More power when you need it

PostFrame and PayGate ship on every paid tier. The base plan covers typical use; if you need higher email volume or lower per-transaction processing fees, optional add-on tiers stack on top of your subscription. AI Credit Top-Ups add never-expiring tokens with one-time credit packs — no subscription.

[PostFrame Add-On More email volume — from $9/mo](https://eternalengineos.io/features/postframe/)[PayGate Add-On Lower per-txn fees — from $49/mo](https://eternalengineos.io/features/paygate/)[AI Credit Top-Ups Extra tokens, one-time — from $5](https://eternalengineos.io/pricing/#ai-credits)

Questions

## Common questions, straight answers.

### Keep exploring

- [CRM & client managementContacts, deals, pipeline and activity in one place.](https://eternalengineos.io/features/crm/)
- [Invoicing & financial operationsEstimates, one-click invoices, payments.](https://eternalengineos.io/features/financial-operations/)
- [Project managementTasks, milestones, scheduling, field crews.](https://eternalengineos.io/features/project-management/)
- [Plans and pricingFree to start; every paid plan has a 30-day free trial.](https://eternalengineos.io/pricing/)

Which apps are included on the Free plan?

Free includes ClientForge CRM, the PayGate payments tier, ThreadRealm community forums and the Albedo AI assistant, with 5 invoices and 5 estimates a month, 100 contacts and 250 MB of storage for one user.

Do I need to install each app separately?

No. Every app runs inside the same account with shared clients, deals and invoices. ScrollForge, the in-app store, shows which apps your plan includes and lets you add the rest.

Can I try a paid plan before paying?

Yes. Basic, Team, Pro and Business each start with a 30-day free trial, and you can change or cancel the plan any time from account settings.

How does the AI assistant fit in?

Albedo, the built-in assistant, is available on every plan and works across the apps: it drafts emails, summarizes deals, answers questions about your data and generates documents. Each plan carries a monthly AI allowance you can top up.

## Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

[Start free$0 forever • No card • Upgrade any time](https://app.eternalengineos.io/signup?plan=free&interval=annual)[Talk to Sales](https://eternalengineos.io/contact/)

From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time