CreatorRM Learning Center
Short lessons. Real screens.
Most shorts run under two minutes. You come away able to run the workspace, not just having watched a webinar.
First week · 1 min
You always know what needs you
Start every day knowing what to do first.
Video in production. The steps are ready now.
First week · 2 min
The AI sounds like you
Teach the workspace who you are once. Everything after that sounds like you.
Video in production. The steps are ready now.
First week · 1 min
Every person in one place
Stop hunting across apps for who you talked to.
Video in production. The steps are ready now.
First week · 2 min
One recording becomes a week of posts
Record once. Walk away with clips, captions, and a blog.
Video in production. The steps are ready now.
First week · 1 min
One inbox for texts and email
Never wonder which app they replied in.
Video in production. The steps are ready now.
First week · 1 min
Repeat work runs itself
Describe the chore once. It keeps happening.
Video in production. The steps are ready now.
Run the business · 1 min
Add someone in ten seconds
A new name becomes a real record, not a sticky note.
Video in production. The steps are ready now.
Run the business · 1 min
Bring your whole list in
Your spreadsheet becomes your address book in one drop.
Video in production. The steps are ready now.
Make content · 2 min
Hang up. Content is waiting.
The meeting is over. The posts already started.
Video in production. The steps are ready now.
Make content · 1 min
The best moments, already cut
You pick the clip. Captions are already on it.
Video in production. The steps are ready now.
Make content · 1 min
The same talk becomes a post
One recording fills your website too.
Video in production. The steps are ready now.
Run the business · 1 min
People book you without chasing
Your calendar link does the back-and-forth for you.
Video in production. The steps are ready now.
Run the business · 1 min
Your site already looks like you
A live site from the same brand brain, not a blank theme.
Video in production. The steps are ready now.
Run the business · 1 min
Ask, and it already knows your business
The assistant answers from your workspace, not from the internet.
Video in production. The steps are ready now.
Run the business · 1 min
The file and the signature live together
Send for signature without exporting to another app.
Video in production. The steps are ready now.
Run the business · 1 min
Work and the clock stay honest
Every task knows how long it took.
Video in production. The steps are ready now.
Drive it from Claude · 2 min
Claude can run your workspace
Connect once. Your other AI can act here, with you confirming writes.
Drive it from Claude · 1 min
Add a contact from Claude
You type the name in Claude. It appears in CreatorRM.
Drive it from Claude · 1 min
A URL becomes brand knowledge
Paste a link. Workspace Knowledge learns what you just read.
Drive it from Claude · 1 min
Draft the email. Do not send.
The model writes. You still hit send.
Drive it from Claude · 1 min
Ask Claude for the clips
Last recording, best moments, no extra app.
Onboarding tour · 1 min
This is yours, not a template
Pick your business, your seats, your AI packs. Build the plan that's actually yours, not a guess.
Video in production. The steps are ready now.
Onboarding tour · 1 min
Real setup, not a guess
Pick your industry, watch CreatorRM research your business for real, and launch already set up.
Video in production. The steps are ready now.
Onboarding tour · 1 min
The one page everything else listens to
Set your goals, audience, and voice once, every draft downstream matches it automatically.
Video in production. The steps are ready now.
Onboarding tour · 1 min
Write it down once
Generate a full SOP from your Workspace Knowledge answers and your business type's template, then refine it in one click.
Video in production. The steps are ready now.
Onboarding tour · 1 min
Already looks like you
A live site built from the same brand brain as Workspace Knowledge, not a blank theme.
Video in production. The steps are ready now.
Onboarding tour · 1 min
The signature never leaves the file
Send a document for signature from the same page it lives on. No side trip to another app.
Video in production. The steps are ready now.
Onboarding tour · 1 min
The memory your business wishes it had
Every contact, every channel, one timeline. Nothing lives in your head or a sticky note.
Video in production. The steps are ready now.
Onboarding tour · 1 min
Hang up. It's already working.
Go live, hang up, and the recording is already transcribing and turning into content.
Video in production. The steps are ready now.
Onboarding tour · 1 min
The calendar does the rest
One public link, real buffer time, automatic reminders. No more back-and-forth on times.
Video in production. The steps are ready now.
Onboarding tour · 1 min
One recording, a week of posts
Drop in a recording from wherever you already record: clips, captions, and a blog come out the other side.
Video in production. The steps are ready now.
Onboarding tour · 1 min
This is who's talking
Build a saved character with real personality traits, and apply it consistently to every draft.
Video in production. The steps are ready now.
Onboarding tour · 1 min
Mission control
One screen, ranked by what actually needs you, grounded in the goal you set in Workspace Knowledge.
Video in production. The steps are ready now.
Onboarding tour · 1 min
Anna proposes. You decide.
One assistant rail on every page. She drafts, researches, and acts, but nothing writes until you confirm it.
Video in production. The steps are ready now.
Onboarding tour · 1 min
One link. Zero inbox chaos.
Invite a client into their own portal, no password, and they never see anyone else's workspace.
Video in production. The steps are ready now.
Make content · 2 min
Content Production Pipeline
Follow one recording through compliance, clips, intros, captions, a blog, editing notes, and a posting schedule, step by step.
Video in production. The steps are ready now.
Make content · 1 min
Pick the Right Preset
Choose video, voice, livestream, or debate when you open a room, so the session fits the conversation you are about to have.
Video in production. The steps are ready now.
Make content · 1 min
Invites That Run Themselves
Guests get a branded invite with calendar links, then a reminder an hour and fifteen minutes before you start. You never chase.
Video in production. The steps are ready now.
Make content · 1 min
Never Lose a Contact
Everyone you invite to a room is saved to your contacts automatically, matched by email so nobody gets added twice.
Video in production. The steps are ready now.
Make content · 1 min
Schedule or Go Live
Open a room right now, or schedule one for later in the built in studio, Google Meet, or Zoom, with repeats when you need them.
Video in production. The steps are ready now.
Make content · 1 min
Look the Part
Blur or swap your background, add a color filter, and put a lower third on screen before anyone sees you.
Video in production. The steps are ready now.
Make content · 1 min
Run the Room
Run timers, show notes, polls, a soundboard, and lower thirds from one menu, then end the session for everyone when you are done.
Video in production. The steps are ready now.
Make content · 1 min
Sign the Deal on the Call
Upload the agreement in the room, mark where to sign, and send it for signature while everyone is still on the call.
Video in production. The steps are ready now.
Make content · 1 min
Mark It Up Together
Sketch on a shared whiteboard, or load a document and mark it up live. Guests draw only when you hand them the pen.
Video in production. The steps are ready now.
Make content · 1 min
Never Take Notes Again
A live transcript runs during the call, and you can ask it questions about what was said. Your notes write themselves.
Video in production. The steps are ready now.
Make content · 1 min
A Coach in Your Ear
A live agent spots objections like price or trust as they come up and suggests what to say next, with the reasoning behind it.
Video in production. The steps are ready now.
Make content · 1 min
The Call Becomes Content
End the call and the follow up starts on its own: the transcript is saved, and show notes, tasks, and drafts are waiting for you.
Video in production. The steps are ready now.
Your industry · 2 min
Run the Job with AI
Open the Command Center, work the critical items first, and ask AI about any of them with a ready made prompt.
Video in production. The steps are ready now.
Your industry · 1 min
RFIs with AI
Describe the conflict in plain words. AI writes the formal RFI, and you track who owes the answer and by when.
Video in production. The steps are ready now.
Your industry · 1 min
Change Orders with AI
Turn a short scope note into a change order proposal, then let it suggest a price with your markup so the margin holds.
Video in production. The steps are ready now.
Your industry · 1 min
Submittals Deep Dive
Log every submittal by spec section, see who has the ball, and move each one from Draft to Approved before anything gets installed.
Video in production. The steps are ready now.
Your industry · 1 min
Change Directives
Log the order to start changed work before the price is settled, so the paper trail that gets you paid is already in place.
Video in production. The steps are ready now.
Your industry · 1 min
Procurement and Buyout
Track long lead gear against its need by date, then lock in approved selections with a buyout when you are ready to buy.
Video in production. The steps are ready now.
Your industry · 1 min
Field
Daily reports, meeting notes, and action items for one job, with delays, safety flags, and blocked work surfaced up top.
Video in production. The steps are ready now.
Your industry · 1 min
Files and Documents
Every drawing, spec, and file for a project sits in one data room you can filter by category, plus folder uploads.
Video in production. The steps are ready now.
Your industry · 1 min
Forecast with AI
See projected final cost and margin for each job, catch a slipping job early, and get an AI summary of where it is headed.
Video in production. The steps are ready now.
Your industry · 1 min
Claims and Delay
Find margin you are owed but have not captured, and draft delay claims. Nothing is filed or sent until a person issues it.
Video in production. The steps are ready now.
Your industry · 1 min
NECA Pricing
Keep your NECA labor unit library and preview what the same work should cost as a bid versus as a change order.
Video in production. The steps are ready now.
Your industry · 1 min
Project Setup Deep Dive
Set each job's type, regulatory body, lifecycle stage, and billing strategy so every other construction tool does the math right.
Video in production. The steps are ready now.
Your industry · 1 min
Project Directory
Link your contacts to a job with a role, from architect to inspector, and see the whole team grouped at a glance.
Video in production. The steps are ready now.
Your industry · 1 min
Project Notifications
Review every project notice as a draft. Internal alerts send from here. Outside notices only queue for a person to send.
Video in production. The steps are ready now.
Your industry · 1 min
Client Access
Choose what owners, architects, engineers, GCs, and vendors see in the portal. Your margin, cost, and pricing never show.
Video in production. The steps are ready now.
Your industry · 1 min
Bidding and Estimating
Price a job from your takeoff and NECA labor units, then sanity check it against what similar jobs actually cost.
Video in production. The steps are ready now.
Your industry · 1 min
Cost Benchmarks
Your finished jobs become your next estimate. Pick a building type and square footage to get a budget from real costs.
Video in production. The steps are ready now.
Your industry · 1 min
Analytics and Bid Intelligence
One scoreboard across every job: change caused by design, booked versus surfaced margin, and cost per square foot by building type.
Video in production. The steps are ready now.
Your industry · 1 min
Code Compliance
Flag records that may break a code rule, grow the rule library from answered RFIs, and draft certified payroll for review.
Video in production. The steps are ready now.
Your industry · 1 min
Sustainability
Track embodied carbon, waste diverted, recycled content, and water saved, rolled into one score per job and across your portfolio.
Video in production. The steps are ready now.
Your industry · 1 min
Site and Code
Before you bid, check whether the building fits the site's height, floor area, flood, and seismic limits, with every result cited.
Video in production. The steps are ready now.
Run the business · 2 min
Workspace Brain
See what your workspace has learned and where each fact came from, then add, approve, or delete what the AI remembers.
Video in production. The steps are ready now.
Run the business · 2 min
Leads
Keep people who are not clients yet, track their status and notes, get an AI outreach script, and convert them when they are ready.
Video in production. The steps are ready now.
Run the business · 1 min
Campaigns
Describe the goal, let AI write the email or text sequence, edit it, and add the people from your contacts who should get it.
Video in production. The steps are ready now.
Run the business · 2 min
Scheduling
Claim your booking link, connect your calendars, and set event types, buffers, hours, reminders, and time off in one place.
Video in production. The steps are ready now.
Run the business · 1 min
Calendar
Every booking, guest session, and time off block on one calendar by day, week, month, or year, with a feed for your other calendars.
Video in production. The steps are ready now.
Run the business · 1 min
Guest Pipeline
Move every guest from target to invited, booked, shot, and published on one board, so no episode stalls between steps.
Video in production. The steps are ready now.
Run the business · 1 min
Networking
Share one QR code at an event, see everyone who scanned it, and get follow up tasks and suggestions for each new connection.
Video in production. The steps are ready now.
Run the business · 1 min
Time Clock
Clock in and out with one button. Your location confirms you are on site, and you pick the project you are working today.
Video in production. The steps are ready now.
Run the business · 1 min
Team Roster
Everyone who works your projects in one roster: add crew, assign them to a project, and see who is on the clock right now.
Video in production. The steps are ready now.
Run the business · 1 min
Shifts & Time Off
Book shifts for each person on a project and log time off directly, so everyone can see who is working when.
Video in production. The steps are ready now.
Run the business · 1 min
Time, KPIs & Cost
Compare clocked time with time spent on projects for each person, then see staff cost next to the time your AI staff worked.
Video in production. The steps are ready now.
Run the business · 1 min
Files
Every file your workspace uploads or makes lives in one drive. Filter by project, contact, or lead, then preview or share it.
Video in production. The steps are ready now.
Run the business · 1 min
PDF Editor
Rotate, reorder, merge, compress, watermark, or lock a PDF right in your browser. Saving makes a new copy and leaves the original alone.
Video in production. The steps are ready now.
Run the business · 1 min
E-Signatures
Send a document for signature, see who has signed so far, and find the signed copy saved back in your files.
Video in production. The steps are ready now.
Run the business · 1 min
SOPs
Generate your playbooks from your strategy, refine any SOP by typing what to change, and roll back to an earlier version anytime.
Video in production. The steps are ready now.
Run the business · 1 min
Forms
Build a form, publish a shareable link, and every submission lands in your workspace as a lead you can read or export.
Video in production. The steps are ready now.
Run the business · 1 min
Whiteboard
Sketch ideas and map out a plan on a board that saves as you go, alongside the boards saved from your live sessions.
Video in production. The steps are ready now.
Run the business · 1 min
Preview & Publish
Preview your site on desktop, tablet, and phone, clear the publish checklist, connect your domain, and go live.
Video in production. The steps are ready now.
Run the business · 3 min
Chat with Anna
Ask Anna about your business in a full page chat. She shows what her answer is grounded in and asks before she takes action.
Video in production. The steps are ready now.
Run the business · 2 min
Workspace Controls
Invite your team, set each person's role, group people into departments, and connect your own custom domain.
Video in production. The steps are ready now.
Run the business · 1 min
Team & Permissions
Use the built in roles or build your own by checking off exactly what each kind of teammate is allowed to do.
Video in production. The steps are ready now.
Run the business · 1 min
Agency Licenses
Give a teammate access to every client workspace they need in one step, watch your seat pool, and revoke access just as fast.
Video in production. The steps are ready now.
Run the business · 1 min
Notifications
Pick how alerts reach you, by push, email, or text, set quiet hours, and get a morning brief at the time you choose.
Video in production. The steps are ready now.
Onboarding tour · 8 min
CreatorRM Full Tour
See all of CreatorRM in one sitting, from setting up your workspace to the pages you will use every day.
Video in production. The steps are ready now.
Run the business · 5 min
Projects Full Walkthrough
A full tour of Projects: the Today panel, list and kanban views, filters, and the tasks inside each project.
Video in production. The steps are ready now.
Run the business · 1 min
Create a Project
Pick a project type and its stages, fields, and starter tasks load for you. Add a budget, dates, people, and your first task.
Video in production. The steps are ready now.
Run the business · 1 min
Tasks, Timers and Dependencies
Start a timer on any task and the time adds up on its own. Mark which tasks block others so stuck work shows at a glance.
Video in production. The steps are ready now.
Run the business · 1 min
Stages and the Kanban Board
Every stage is a column on the board. Drag a project card to its next stage and see where all your work stands.
Video in production. The steps are ready now.
Run the business · 1 min
Agile Projects: Start a Sprint
Set up an agile simulation with two or more teams, and it goes live the moment a team moves its first stage forward.
Video in production. The steps are ready now.
Run the business · 1 min
Agile Projects: The Nine Stages
Vision, personas, roadmap, backlog, estimates, priorities, sprint board, release plan, retro: nine stages, each with a bar to clear.
Video in production. The steps are ready now.
Run the business · 1 min
Agile Projects: Facilitate and Coach
Watch every team's progress live, spot who is stuck, and use a coach that asks questions before it ever rewrites the work.
Video in production. The steps are ready now.
First week · 1 min
Customize Your Command Dashboard
The Command Dashboard is your home base.
Video in production. The steps are ready now.
First week · 1 min
Send Feedback with AI Enrich
When something looks wrong, stay on that page and click Feedback in the top bar.
Video in production. The steps are ready now.
First week · 1 min
Workspace Knowledge in Depth
Workspace Knowledge is the brain behind every AI feature in CreatorRM.
Video in production. The steps are ready now.
Run the business · 1 min
Contact Types, Kanban and Details
Every contact has a type, like client, lead, vendor or partner.
Video in production. The steps are ready now.
Run the business · 1 min
Event Types, Reminders and Time Off
The scheduling tab controls how people book you.
Video in production. The steps are ready now.
Run the business · 1 min
Build Your Team Roster
The Team Builder is your roster of everyone who works on your projects.
Video in production. The steps are ready now.
Run the business · 1 min
Write a Document
The Workspace Drive has a built in document editor.
Video in production. The steps are ready now.
Run the business · 1 min
Build a Spreadsheet
Spreadsheets live in the Workspace Drive too.
Video in production. The steps are ready now.
Run the business · 1 min
Ask Anna About Your Strategy
Anna is your AI advisor, and she opens right next to whatever you are working on.
Video in production. The steps are ready now.
Run the business · 1 min
Switch Agents: Anna and Jarvis
CreatorRM has more than one agent.
Video in production. The steps are ready now.
Make content · 1 min
Add Content from Text or a File
The Production Line lists everything your workspace is making.
Video in production. The steps are ready now.
Make content · 1 min
Pull Strategy Insights from Content
Every piece of content gets its own page, with word count, captions, blog and hooks, plus the production pipeline below.
Video in production. The steps are ready now.
Make content · 1 min
The Content Library
The Content Library holds every asset in one place.
Video in production. The steps are ready now.
Make content · 1 min
Blog Builder
Blog Builder is where you write posts for your website.
Video in production. The steps are ready now.
Your industry · 1 min
Construction Overview
Construction in CreatorRM.
Video in production. The steps are ready now.
Your industry · 1 min
The Command Center
This is the Command Center.
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Your industry · 1 min
Project Setup
Project Setup.
Video in production. The steps are ready now.
Your industry · 1 min
RFIs
Requests for information.
Video in production. The steps are ready now.
Your industry · 1 min
Submittals
Submittals.
Video in production. The steps are ready now.
Your industry · 1 min
Change Orders
Change orders.
Video in production. The steps are ready now.
Your industry · 1 min
Procurement
Procurement and buyout.
Video in production. The steps are ready now.
Your industry · 1 min
Forecast
Forecast.
Video in production. The steps are ready now.
Run the business · 1 min
Your Account Settings
Settings start with your own account.
Video in production. The steps are ready now.
Run the business · 1 min
Workspace Settings
Workspace settings apply to everyone on the team.
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Run the business · 1 min
Add a Team Member
To add a teammate, go to Workspace settings and find Members.
Video in production. The steps are ready now.
Run the business · 1 min
Roles and Permissions
Team and Permissions lists every job role in your workspace.
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Run the business · 1 min
Custom Project Types
Project Types lets you create your own kind of project, beyond the built-in ones.
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Run the business · 1 min
AI Settings
The AI section is where you control how the assistant works.
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Run the business · 1 min
Integrations and AI Assistants
Integrations lists every service you can connect, grouped by category.
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Run the business · 1 min
Client Portal, Forms and Billing
Client Portal Defaults sets what every new client invitation starts with.
Video in production. The steps are ready now.
Run the business · 1 min
Read and Edit an SOP
Your S O Ps live under Workspace Drive.
Video in production. The steps are ready now.
Run the business · 1 min
Create a Custom SOP
To write your own, click Custom S O P.
Video in production. The steps are ready now.
Run the business · 1 min
Start an Automation from a Template
Automations are flows that run steps for you.
Video in production. The steps are ready now.
Run the business · 1 min
Edit an Automation by Asking
To change an automation, click Edit steps.
Video in production. The steps are ready now.
Run the business · 1 min
Workspace Agents Overview
Workspace Agents shows what your AI has been doing.
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Run the business · 1 min
Build Your Own Agent
To make your own agent, click Create agent.
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Run the business · 1 min
Start a Conversation
The Communications Hub keeps every conversation in one place.
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Run the business · 1 min
Messages, Templates and Team Notes
Type a message and press enter to send.
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Run the business · 1 min
Share Portal Access with a Client
To give a client their own portal, open their conversation and click Share Portal Access.
Video in production. The steps are ready now.
Run the business · 1 min
What Your Client Sees
When your client signs in, they land in their own portal.
Video in production. The steps are ready now.
Run the business · 1 min
Portal Messages and Calls
In messages, your client types to your team and the conversation lands in your Communications Hub.
Video in production. The steps are ready now.
Run the business · 1 min
Bring Your Own Vibes
Bring Your Own Vibes takes something you built with an AI coding tool and makes it real.
Video in production. The steps are ready now.
Run the business · 1 min
Monday Morning in Two Minutes
Start your week on the Command Dashboard.
Video in production. The steps are ready now.
Run the business · 1 min
From Booking to Client
A new discovery call has been booked.
Video in production. The steps are ready now.
Run the business · 1 min
Onboard a New Client
Start with your kickoff S O P, so every new client gets the same experience and nothing is missed.
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Run the business · 1 min
Hand a Task to a Teammate
Open any task to fill in the details.
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Run the business · 1 min
Ask AI About Your Own Business
Open the chat from anywhere and ask a real question.
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Run the business · 1 min
One Call Becomes Content
Every call or transcript you add shows up in the Content Manager.
Video in production. The steps are ready now.
Run the business · 1 min
Collect Client Feedback with a Form
Forms live in the Workspace Drive.
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Run the business · 1 min
When a Client Asks for a Change
In their portal, your client sees the files you shared and can upload their own.
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Drive it from Claude · 1 min
Connect Your AI Assistant
Connect AI Assistants gives the AI you already use secure access to your workspace, so it can work with your contacts, projects and content directly.
Drive it from Claude · 1 min
What a Connected AI Can Do
Every connected app is listed with the exact permissions it was given, from reading contacts to managing bookings.
Drive it from Claude · 1 min
Add CreatorRM to Claude
In Claude, open Customize and choose Connectors.
Drive it from Claude · 1 min
Ask Claude About Your Business
Now just ask.
Drive it from Claude · 1 min
Claude Adds a Contact and a Task
Claude can also do the work.
Drive it from Claude · 1 min
Claude Builds a Project
Ask Claude to create a project with a budget, a due date and five tasks.
Drive it from Claude · 1 min
Edit a Project by Asking
Changes are just as easy.
Drive it from Claude · 1 min
Forecast and Stakeholder Update
Now ask for a forecast, and a short update for your stakeholders.
Run the business · 1 min
The Affiliate Program
CreatorRM has a partner program.
Run the business · 1 min
Apply to Become a Partner
Already a customer? Open Settings, then Affiliate Program, and click Apply to become a partner.
Run the business · 1 min
Book Your Qualifying Call
To get verified as a fit, scroll to the certified expert section and click See if you qualify.
Drive it from Claude · 3 min
Connect Your AI Full Walkthrough
Connect the AI you already use to CreatorRM, then watch it read your business, add a contact and a task, build a project and write a stakeholder update.
Run the business · 3 min
Build Your Own License Full Walkthrough
Build a license that fits your team: pick a plan, set seats and workspaces, add AI packs and memory, and see one monthly bill.
Run the business · 1 min
Pick a Plan. It Builds Itself.
CreatorRM is built to grow revenue, not headcount.
Run the business · 1 min
One Bill. You Set the Floor.
There is one bill.
Run the business · 1 min
The Pricing Page
The pricing page says it plainly.
Run the business · 1 min
Your Plan Is a Budget
Inside the app, your plan shows up as a budget.
Run the business · 1 min
Manage Your Plan in Billing
To manage all of this later, open Settings, then Billing.
Run the business · 1 min
AI Memory in One Pack
This is not standard storage.
Run the business · 1 min
AI Packs
AI packs work the same way.
First week · 1 min
Onboarding Full Walkthrough
The whole setup in three steps: tell Anna about your business, connect your AI, and put your plan to work.
First week · 1 min
Set Up by Talking to Anna
Setting up your workspace is now a conversation.
First week · 1 min
Connect Your AI During Setup
Step two connects the AI you already use, like Claude or ChatGPT, so it can bring your contacts, projects and notes into CreatorRM for you.
First week · 1 min
Use Your Plan
The last step shows your plan as a monthly amount.