A complete back office that runs on your machine.
Six apps that share one data layer and one set of guardrails. Humans and AI agents work the same tasks, against the same data, with the same rules — all without leaving your computer.
Everything your operation runs on
Tasks
Work that agents and humans share
A kanban-and-list task system with a ship/verify protocol baked in — every change is claimed, reviewed, and signed off by a different party.
- Kanban board, list, and task-drawer views
- Built-in ship / verify gate — no agent approves its own work
- Exposed to every AI agent through the MCP server
- Durable goals and per-role worker budgets
CRM
Leads, pipelines, one timeline
Track leads, contacts, and opportunities through editable pipelines. Calls, emails, and meetings land on a single timeline per relationship.
- Editable pipelines — Lead → Qualified → Proposal → Won/Lost
- One timeline per lead: calls, emails, SMS, and meetings
- Saved smart views and day-offset outbound sequences
- Contacts are canonical people — never duplicated per app
Hiring
An ATS that lives on your laptop
Public job pages with an apply form, an internal candidate pipeline, scorecards, and resumes — a local-first applicant tracking system.
- Public job pages with a multipart apply form
- Internal candidate kanban with atomic stage moves
- Immutable scorecards and resume attachments
- One application per job + person, rate-limited intake
Documents
Write with an AI editor
A document workspace with an AI-assisted editor, so drafting, editing, and reference material live next to the rest of your operation.
- AI-assisted drafting and editing in a clean editor
- Documents live beside your tasks, leads, and candidates
- Reference material your agents can read and cite
Lens
See what your agents did
Session analytics for your AI agents — charts and tables that show what ran, what it touched, and what it cost.
- Per-session charts and tables for every agent run
- See which tools ran, what they touched, and what they cost
- An audit trail for autonomous work
Integrations
Connect the outside world
Bridge external services into your local workspace so data flows in and out without surrendering it to someone else's cloud.
- Bridge external services into your local workspace
- Data flows in and out without living in someone else's cloud
- Wire up the tools your operation already depends on
Why it holds together
The apps are the surface. What makes Excellent different is the foundation they all share.
Local-first by design
Every app runs against a SQLite database on your machine. There's no tenant to log into and nothing uploaded — the data is a file you own. It works offline and exports anytime.
Autonomous agents
Named roles — shipper, verifier, triager, scribe, planner — run as supervised workers pursuing durable goals. Each respects a per-role budget and writes a full audit trail of what it did.
One golden schema
Workspaces, people, organizations, notes, tags, and activities live in a single canonical entity layer. Every app builds on it, so your data is consistent instead of siloed per tool.
Agent-ready everywhere
An MCP server exposes every app's operations to any MCP-aware agent. The same ship/verify gate applies whether work comes from the UI or an automated worker.
Ready to own your operation?
Excellent is in early access. Join the waitlist and we'll reach out as spots open.