HappyNoodle features, grouped by the work they do.
The complete reference for capturing enquiries, agreeing scope, delivering work, collecting payment and keeping clients. Explore the tools behind the connected journey.
Find, capture and qualify leads.
Everything that brings enquiries in and tells you who to call first.
- Contacts with a full relationship timeline
- Lead scores: Cool, Warm, Hot
- Smart lists that update themselves
- Enquiry forms and surveys with results charts
- Website chat box and booking link
- Public directory listing with reviews
New enquiry 2
Harbour & Co
Priya Shah
Estimate sent 1
Oak Lane Dental
Proposal sent 2
Moss Studio
Kerr Joinery
Won 1
Fern Coffee
See where leads become work — and where they do not.
The Sales Funnel turns your real activity into conversion rates, drop-off insight and lead-source results.
- Dashboard summary for the last 90 days
- Full 30, 90 and 365-day reports
- Lead → deal → proposal → won conversion
- Biggest drop-off highlighted
- Weighted open pipeline value
- Won work by lead source
↓ 64% carried on
↓ 60% carried on
↓ 63% carried on
Biggest drop-off
New leads → deals opened
This is the first stage to improve.
Likely to win
£28,640
Weighted open pipeline
Best lead source
Referrals · 42% won
Estimates and proposals that get signed.
Start with a ballpark, finish with a proposal your client adjusts and signs online.
- Estimates with accept or decline
- Six-section proposals with optional extras
- Payment stages and deposits
- Versions, amendments and an audit trail
- Client briefs refined with AI
- PDF download
1. Your goals
2. Scope of work
3. Milestones
4. What we need from you
5. Investment
Brand identity £3,000 · Website design £1,200
6. Terms
Optional extras
Plan the work and protect your week.
Projects, tasks and time in one place, with your calendar doing the juggling.
- Gantt plans with milestones and client approvals
- Tasks ranked High, Medium, Low
- Optimise my week around meetings and breaks
- UK and Scottish bank holidays built in
- Capacity planner for the team
- Time and private costs per project
Invoices, forecasts and tax-ready accounts.
Know what's owed, what's coming and what each job really made.
- VAT on or off for non-registered businesses
- Recurring plans and deposits
- Polite automatic reminders
- Xero, QuickBooks and FreeAgent exports
- 13-week cash forecast
- Profit per project
Look after people after the job.
A branded portal and gentle automations that keep you front of mind.
- Branded client portal
- Reputation Management: feedback requests, QR code and reviews inbox
- Win-back and newsletter emails
- Keyword auto-replies and editable email templates
- Industry starter packs
- Holiday-hours notices
Your Studio
Overview
Projects
Approvals
Files
Invoices
Brand identity is ready for your approval
Progress
58%
Next invoice
£1,550
Ask at the right moment, listen carefully and respond well.
Reputation Management connects a paid final invoice to a branded feedback request, equal Google review invitations and a separate private recovery conversation.
- Automatic email requests after a final invoice is paid
- Every 1–5-star client gets the same optional Google review button
- 1–3 star feedback stays private and creates an urgent follow-up
- Owner-controlled responses with kind Noodle drafts
- QR code and shareable link for in-person requests
Ask. Listen. Resolve. Grow.
Happy clients build brighter businesses.
Final invoice paid
The job is complete. Payment can trigger the request.
Review request sent
A personal, branded email asks how the experience felt.
Client rates the experience
A private satisfaction rating from 1 to 5. Never a Google review.
Every rating · 1–5 stars
An equal choice: Leave a Google Review
The same optional button, immediately available to everyone. No redirect, private form or resolution required. Clients choose their own Google rating and words.
4–5 stars · Thank and acknowledge
A good experience, recognised.
Save the satisfaction rating privately and thank the client. They can finish here or choose the same Google invitation available to every client.
Honest feedback builds trust.
Independent public reviews help future clients make an informed choice.
1–3 stars · Listen before the relationship is lost
Optional private feedback
Concerns and contact preference go privately to the business. Google access is already available, with no form required.
You connect with the client
An urgent follow-up brings the issue to you. Listen, understand and agree what happens next.
Resolve, put right or agree new work
Remedial action or a useful next job can rebuild confidence and protect the relationship.
Noodle helps you follow through.
Keep the concern in view and prepare a thoughtful reply. You approve the response and decide the next step.
Put things right without conditions.
Resolution stays separate from public reviews. Preserve the original feedback, record agreed next steps, and never offer incentives or request review changes in exchange for help.
Build lasting trust
Real experiences, shared by real clients.
Protect client relationships
Hear concerns while you can still help.
Create repeat-work opportunities
Turn thoughtful follow-up into a stronger business.
Google is a separate service. HappyNoodle provides the handoff, not automatic Google publishing or review synchronisation. Requests follow final payment when enabled.
Help that knows your business.
AI that works from your real account, not a blank chat box.
- Noodle, the AI co-worker
- Write with AI on emails and templates
- Approved review replies and social posts from reviews
Noodle · your co-worker
AIWatching your account · checked 09:42
Morning Jess. Oak Lane Dental’s invoice is six days late, so I’ve prepared a polite reminder. Harbour & Co opened their proposal twice yesterday and today’s highest-priority follow-up is due at 10:30.
On my radar (4)
A week that plans itself.
Set your hours, breaks and how long each kind of task takes. Optimise my week does the rest.
- Emails 10 min, calls 25, to-dos 30 (your choice)
- Busy times shown only as Not available to bookers
Mon
Tue
Wed
Thu
Fri
Put people, projects and time in one view.
The Agency Team hub gives owners and leads a practical place to assign work, protect capacity and keep the team connected.
- Project roles and weekly hours
- Shared calendar with private meeting details protected
- Leave requests, approvals and allowances
- Direct and project-based secure messages
Alex
Harbour rebrand · Lead
Jo
Oak Lane launch · Member
Mei
Fern campaign · Member
One team calendar
Private meetings show as Busy
Leave in the plan
Requests, approvals and allowance
Team messages
Direct and project channels
Right people, right work
Roles and weekly hours
Being straight with you
Email sending and live platform subscriptions are connected. Texting, calling and a website builder aren't part of HappyNoodle.
Run the work. Stop running the software.
Bring enquiries, proposals, projects and payments into one connected workspace built around your kind of business.
See my business setup →No card needed. Start with one client or project and build from there.