卖什么
面向专业服务公司的CRM、品牌客户门户与AI应用构建平台，支持资料收集、项目状态、消息、合同及收款。
商业模式拆解
买家：谁掌握预算？
未核实Firm owners / operations leads; solo entrepreneurs up to scaling businesses.
触发点：什么让他们现在购买？
Advertai sought one client-facing experience when ClickUp tasks, Google Forms intake, Markup approvals, Drive files and email were fragmented; vendor case says adoption in2025, not an independently audited outcome.
工作流：什么输入变成什么输出？
Contacts in CRM; clients log into branded portal on firm domain to message, share files, sign contracts and pay; AI builds custom apps with auth and permissions handled.
经济账：省了什么，怎么收费？
未核实Tiered SaaS by active contacts and internal users plus build credits and payment processing.
渠道：怎么接触到客户？
Self-serve free plan and signup; Book a demo for Advanced; template and customer-story content.
融资历史与报道
| 融资日期 | 轮次 | 金额 | 投资方 | 来源 |
|---|---|---|---|---|
| — | YC 2018 冬季 | — | Y Combinator | ycombinator.com |
档案汇总自公开报道和公司官网。商业模式部分是 MaxBC 对这些材料的解读，不是已确认的事实；未知之处留空，不作猜测。 更新于 2026-10-13.