Run your business.
Not your software.
Attaché runs the whole business. Customers, quotes, invoices, campaigns and the enquiries off your own website, with five agents working those records next to you.
Every screen on this page is
the running product
What do you need?
your sales agentDrafted it off last year’s lines at the same discount. Send it from your own email, or read it first?
One field instead of forty.
There is no training week and no setup wizard. You type what you want in your own words and it ends up in the right place. Ask for a quote and you get a quote. Say remind me on Friday and it is there on Friday.
Run the business
◐ Today◿ Calendar▦ Accounts◯ ContactsMoney
→ Deals⊟ Quotes▥ Invoices▤ ExpensesToday
Tuesday · $456.5K predicted to close across 8 open deals
Needs you · 3
A discount past your ceiling is waiting on sign-off. Nobody has touched Castellan & Reyes in 21 days. Two invoices went past due this morning.
Set up around the way
you already work.
Most software hands you a shape and asks you to fit it. This one reads what you already have, works out how you sell and how you get paid, and asks you when it is not sure. Correct it once and it stays corrected.
Reads what is already there
Your spreadsheet, your old system, your inbox. Columns nobody else would recognise are kept, not dropped.
Works out the shape
Your stages, your words for them, who owns what, which customers are actually active.
Proposes the work
It says what it is about to do and waits for you. No record is changed on a guess.
Takes the correction
Say “we call that a job, not a deal” once and every agent has it from then on.
The report builder is a sentence.
You describe the list you want. It builds it off live records and re-pulls every time you open it.
Built from Deals · 10 fields available · re-pulls live
Five agents. Four of them
start work today.
They each look after one part of the business and work off the same records you do, so they spot things and bring them to you. Each one tells you what it is about to do before it does it. You can rename any of them. Four come with every plan; the fifth looks after the comments under your videos and comes with Creator.
Sales
Handles your customers
From your own email account, with replies coming straight back. Keeps companies, contacts and deals up to date as you talk, and tells you who has gone quiet.
arrives as Herbie the Honeybadger
Working today
Operations
Organizes your tasks
An approval nobody gave, a task past its date, a deal that has not moved. It knows what has to happen this week without anybody filing a status report.
arrives as Ethel the Fox
Working today
Money
Manages your invoices
What you are owed, who is late and by how long. Sorts expenses as they are filed, and warns you about the month that is going to be tight while you can still do something.
arrives as Gus the Turtle
Working today
Compliance
Tracks your renewals
It does not guess at your rules. You tell it what your trade has to comply with. Then it keeps the certificates and the renewal dates, and tells you what is expiring before somebody official asks to see it.
arrives as Argus the Shepherd
Working todayNothing is on until
you turn it on.
An agent starts with everything off. You turn things on one at a time, on one page, and you can turn them back off in the same place. Writing to a customer and reading your inbox are two separate switches.
Rename any of them — most people
keep the names they came with
Your staff › Sales › What it may do
Everything the business
runs on is in here.
Companies, contacts, deals, quotes with sign-off, invoices, expenses, documents, the calendar and a forecast. Then the marketing side: lists and campaigns, email, texts and the enquiries from your website. One set of records, one currency.
Run the business
◐ Today◿ Calendar▦ Accounts◯ Contacts → Deals⊟ Quotes▥ Invoices▤ Expenses ▣ Documents▲ Forecast▤ ReportsMarketing
⊕ Leads & Campaigns◇ Email☎ Texts✉ Web LeadsYour staff
★ Sales★ Operations★ Money★ ComplianceDeals
$456.5K predicted to close · 8 open · weighted $130.3K this quarter
Needs you · 2
Summit HVAC is asking for a discount past your ceiling. Nobody has touched Castellan & Reyes in 21 days.
Enquiries off your site
land in here.
Point the contact form you already have at the address Attaché gives you. Nothing on your site gets rebuilt. An enquiry is saved the second it arrives, then goes to the right person by territory, or to whoever you named as the backstop.
Nothing gets invented
A form never makes up a company or a contact. It joins an enquiry to a company you already have when the email domain or the name matches exactly, and it becomes a contact when a person presses the button.
What they ticked has a date on it
Name a campaign on the form and everyone who fills it in joins that list, with what they agreed to, the day, and the form it came from. That is the bit you want on hand if anybody ever asks why you emailed them.
A QR code for the stand
Same form, printed. People scan it at the event, pick up the pen, and they are on the list before you have packed the car.
Web Leads
4 new since Friday · 1 waiting for an owner
You never lose one
to a bad week.
If the country and state do not match a territory and nobody is named as the backstop, the enquiry sits at the top of the list with no owner until somebody takes it. Nothing is dropped and nothing closes itself.
The same territories your
companies already use
If you put videos out,
there is a fifth one.
The comments under your videos are where people tell you what they want, and nobody has time to read four hundred of them. Creator sorts them, writes the reply for you, and tells you which of those people were asking to buy something. It is an add-on: the four above come with every plan.
Community
Drafts your replies
Sorts the comments under your videos, drafts the reply for you to paste, and points out the people who actually want to buy something. He sits on the right of every page in here, the same as the other four.
arrives as Huey the Duck
Comes with CreatorYou post it.
Never us.
Every reply is a draft on your screen until you copy it out. Nothing is ever posted to your channel, your account is never used to speak for you, and the one thing this module does to the outside world is read.
YouTube and Bluesky are read for you.
TikTok and Instagram give no product a
way in, so those you hand over yourself
Creator
◐ Today◯ Audience▶ Channels▦ Videos▣ Course Design⊕ Campaigns▲ InsightsYour staff
★ Community ← Core ConsoleAudience
1,184 people have said something · 6 of them asked where to buy
Needs you · 2
Two people have asked where to buy under last week's video and neither is in your contacts yet. One button puts them there.
The people, not the comments
The same comments again, gathered up by who said them. This person asked where to buy, three times, under two different videos — and one button puts them in your contacts with that written down.
Your own videos, as a course
Put the videos you have already published in an order somebody can follow, and invite your audience to take it. Course Design is that page. You are not asked to film anything new.
The week, not the day
What people kept coming back to this week, rather than what landed this morning. Comments and video titles are deleted after thirty days, which is what YouTube asks of anyone who reads them — so the week is worked out fresh and nothing outlives the thing it came from.
Your business is kept
on its own.
The three questions everybody asks before they put real customers into something new.
Your records sit on their own
Every business gets its own space in the database. Your rows do not sit in a table with anybody else’s, and nothing you keep is used to train a model.
Consent carries a date
What a person agreed to, the day they agreed to it and the form they used, stored next to them. You can show it to anybody who asks without going hunting.
Nothing happens quietly
An agent says what it is about to do and waits for you. What it did afterwards is written down with the time and your name on it.
Already using Claude or ChatGPT?
Point it at your workspace and ask it about your own business. It reads your companies, deals and invoices, and it can do the same jobs from whatever you already have open.
yourname.attache.cloud/api/mcp
Money stays in your money
A workspace is set up in one currency and every figure on every screen stays in it — quotes, invoices, expenses, the forecast. Nothing is converted behind your back and no rate is guessed for you.
Pounds stay pounds
Compatible with what you already pay for
- Gmail Write from your own address, so a reply comes back to you and not to us.
- Microsoft 365 The same, on your own Outlook mailbox, with your own sign-in.
- Stripe Your account and your key. An invoice gets a payment link and marks itself paid.
- ChatGPT · Gemini Your workspace is readable from the assistant you already have open.
Have a look on
example data.
You get a workspace with a business already in it, so you can open the deals, run a report, ask for a quote and see what comes back before you type in a single real customer.
One person, nothing to cancel