Beta Cut Above CMS is in beta with its first customers. It works, it changes weekly, and when something breaks you talk to the person who built it. Tell us what you need. In beta with our first customers. Tell us what you need.
Product

Six modules, one set of records

Most businesses run on five tools that disagree with each other. Cut Above is one system where the client in the pipeline is the client on the invoice, and the assistant can see the whole picture.

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  1. ClientsCrescent Foods is added
  2. SalesThe proposal is won
  3. DeliveryThe job opens with its plan
  4. FinanceTime is logged and billed
  5. PeopleCapacity and leave line up
  6. FalconAsk what is outstanding
Clients

Clients & contacts

Every company and person you deal with, their emails, documents and history in one place. Import from your address book.

  • Companies and contacts with custom fields per industry
  • Client emails found in your own mailbox and filed to the right record
  • Documents in your own SharePoint or our storage
  • Rate cards per client
Sales

Leads & pipeline

Leads from email or the web, a pipeline with your stages, proposals from templates that fill themselves in.

  • Kanban and list pipeline with your industry's stages
  • Proposals and engagement letters generated from templates
  • Outlook add-in: create a lead from an email in two clicks
  • Activities, follow ups and handover when a deal is won
Delivery

Projects & tasks

Jobs with phases, tasks, owners and dates, built from your industry's plans and synced to everyone's calendar.

  • Plans that build themselves from templates
  • Milestones, tasks, Gantt, dependencies
  • Deadlines pushed to Outlook, Google or any calendar
  • Meeting notes, action points and next steps filed to the right job
  • Automations that watch for what slips
Finance

Time, expenses & invoicing

Timesheets, approvals, expenses with receipts, invoices with VAT, and the margin on every job as it happens.

  • Weekly timesheets with approvals, or filled in from your calendar
  • Expenses with receipt scanning and rebilling to clients
  • Invoices, recurring invoices and aging, with overdue invoices chased from your own mailbox
  • WIP, budget burn and profitability reports
People Enterprise plan

Employees & leave

Your team, their cost rates, utilisation and leave, the part most systems leave to a spreadsheet.

  • Employee records and documents
  • Leave requests, approvals and accrual, or just ask Falcon
  • Cost rates that drive real margin
  • Capacity against assigned work
Falcon

Falcon AI

An assistant that reads what you can read, does the admin you put off, and takes your meeting notes. Use it in the app, or in Claude and Copilot through MCP.

  • Answers from your own records, in your vocabulary
  • Drafts actions for you to confirm: leave, emails, invoice chases, timesheets
  • Meeting notetaker for Zoom, Teams and Google Meet (early access)
  • MCP server for Claude, ChatGPT, Copilot
  • Monthly AI credits and meeting hours in every plan, written AI policy

The sketches use sample data.

Your words

The same modules, in your industry's language

Choose an industry and the labels change. This is read from the packs themselves, so it is what a new workspace really gets.

What your workspace calls things
  • LeadEnquiry
  • Time entryTimesheet entry
  • InvoiceFee note

Always on

The platform underneath every module

Connections

Microsoft 365, Google Workspace, or any IMAP, CalDAV or CardDAV host. Each person connects their own mail, calendar and contacts. Details →

Roles and permissions

Standard roles for how firms work, custom roles when they don't, and row-level security in the database so a bug in a screen cannot leak a record.

Audit log

Every change, who made it and when, including what Falcon did and for whom.

Industry packs and custom fields

Vocabulary, fields, stages, plans, documents and automations as data you can edit. Explore →

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