The problem
Running a small agency means six tools fighting for your time. HubSpot for leads. DocuSign for proposals. QuickBooks for invoices. Notion for project docs. Asana for tasks. A spreadsheet somewhere to tie it all together.
Every tool is good. Together they're a mess. Your contacts live in three places. Proposals don't become invoices automatically. The lead that closed last week is invisible to the project manager building the work. Half your week is spent copying data between tabs.
I built Cart Catalyst on this stack for years. It worked, until I tried to scale beyond myself. The friction was structural — no individual tool could fix it.
What we wanted
A single connected workflow. Leads → proposals → invoices → projects → CRM, all in one place. Sign a proposal and the invoice is drafted. Pay the invoice and the project kicks off. Close a project and the client stays in your CRM with full history.
And: AI doing the busywork. Scoring leads. Drafting first proposals. Writing follow-up emails. Predicting which projects are slipping. Not as a gimmick — as a layer that gives small teams the leverage of bigger ones.
What we built
Falx is a multi-workspace platform — one account, many companies. Run Cart Catalyst, Breederly, and the side project all from the same login. Each workspace gets its own CRM, services catalog, leads pipeline, proposals, invoices, and projects. Switch between them from the top-left corner.
We're shipping in phases. The foundation (auth, workspaces, billing) is live. CRM, services, leads, proposals, invoices, and projects come next — each phase composing on top of the previous so we never have to refactor backwards.
One connected flow
Leads → proposals → invoices → projects → CRM, all linked. Data moves with the work.
Multi-workspace
Run multiple companies from one account. Cleanly separated, easily switched.
AI on the Pro tier
Claude does the busywork — scoring, drafting, summarising, predicting.
How we work
Founder-led. I'm Jaimz Hodge — operator at Cart Catalyst, builder of Falx. There's no growth team or VC clock. Decisions are mine, and they prioritise the people using the product.
Built on Falx. I run Cart Catalyst's operations on Falx itself. Every workflow you see in the app gets used by the person who built it. Bugs that'd slip past a roadmap-driven team get caught because they're costing me my own day.
Honest about AI. AI features sit on the Pro tier because Claude API time costs real money. The free tier still gets the full platform — CRM, proposals, invoices, projects. AI is leverage, not a paywall on the basics.
Built in public. The roadmap is public. Phases ship in order. When we change direction, we say why.
Get in touch
If Falx looks like the tool you've been duct-taping together — join the alpha waitlist below. The first 20 founders get six months Pro free plus a 20% lifetime founder discount.
Have a question, a feature request, or want to talk shop? Reach out — we read every message.
Want the technical view?
The full build plan, schema, and AI integration strategy live in the public ROADMAP. Updated on every major decision.