Solutions
Set up for your kind of work in one click.
Pick a starter pack and your pipeline stages, enquiry form, survey and auto-replies are ready. Or build your own.
Trades and building
Quotes, site visits and deposits.
- Estimate first, full proposal once agreed
- 30% deposit as a payment stage
- Gantt plan per job
- Customer feedback survey
Consultants and coaches
Discovery calls to retainers.
- Booking link with Zoom or Teams
- Client briefs refined with AI
- Monthly retainer as a recurring plan
- Win-back emails for quiet clients
Designers and creatives
Proposals with extras and approvals.
- Optional extras clients tick themselves
- Approve or request changes in the portal
- Version history on every proposal
- Review requests when the job's done
Wellness and therapy
Bookings, reminders and follow-ups.
- Next-day appointment reminders
- Keyword auto-replies
- Holiday-hours notices
- Satisfaction survey with scores
Run the whole business from one place.
Set up your workspace in minutes. Your pipeline, project plan and calendar come ready to use.