Platform
Everything between the first enquiry and the finished job
Six connected capabilities that share the same records, so a lead never has to be re-entered as it becomes a booking, a customer and a completed job.
- 14-day free trial
- No credit card required
Product interface shown with sample data
All features
Six capabilities, one connected system
Each one is useful on its own. Together they remove the gaps where work usually goes missing.
Lead Management
Lead Management
Every channel writes into the same system, and every lead arrives already tagged, staged and scored.
- Custom lead capture forms
- Social channel capture
- Customizable lead status
CRM
CRM
Every contact record holds the stage, the tags and the full communication history side by side.
- Visual sales pipeline
- Unified inbox
- Centralised contact records
Advanced Booking Engine
Booking
The booking page reflects your live calendar, your service durations and your buffers — and takes payment at the moment of booking.
- Custom appointment types
- Calendar sync
- Time-zone intelligence
Business Operations
Business Operations
Every job carries its task list, its assignments and its deadlines, attached to the customer it belongs to.
- Jobs
- Task management
- Task scheduler
Workflow Automation
Workflow Automation
Workflows fire on a trigger, templates start every job from your best version of it, and approvals are captured on a form rather than in a thread.
- Automated follow-up
- Omnichannel sequences
- Workflow templates
Client Management
Client Management
Your team manages every client relationship centrally, and each client gets a professional login to their own project.
- Client portals
- Shared files
- Centralised client dashboard
How it works
One connected web, end to end
Every stage hands off to the next automatically. No re-keying a lead as it becomes a booking, and no losing a customer between the sale and the job.
- 1
Lead · Capture every enquiry
Forms on your site and social channels feed straight into the platform.
- 2
CRM · Organise in one pipeline
Every contact, tagged and staged, with the full history attached.
- 3
Follow-up · Automate the nurture
Email and SMS sequences keep conversations warm without manual chasing.
- 4
Booking · Confirm the slot
Clients pick a time that matches real availability and pay a deposit.
- 5
Customer · Onboard with a portal
A professional login where clients see status, files and next steps.
- 6
Operations · Deliver on schedule
Tasks, workflow templates and approvals keep the job moving.
- 7
Growth · Repeat what works
Turn your best process into a template and run it again on the next job.
FAQ
About the platform
Common questions before you pick a starting point.
Do I need to use all of these features?
No. They are designed to connect, but most teams start with the part that hurts most — usually lead capture or booking — and add the rest as they go.
Which features are on which plan?
Plans differ in what they include, with items such as the task scheduler, jobs and dynamic forms with approval flow appearing on higher tiers. The pricing page lists what each plan contains.
How do the features connect to each other?
They share the same records. A captured lead becomes a contact, a contact books an appointment, and that booking creates the job — so nothing is re-entered as work moves forward.
Can I try them before paying?
Yes. There is a 14-day free trial and no credit card is required to start.
See it running on your own data
Start a free trial, or book a walkthrough and we will show you the parts that matter for your business.
- 14-day free trial
- No credit card required
- Cancel anytime