Solutions
Built for businesses that both sell and schedule
The same platform, applied to five operating patterns. Each page shows the workflow and the features that carry the most weight for that kind of business.
The same CRM pipeline, whatever you sell
Stages, services and lead sources are yours to name. An agency runs retainers through this board, a clinic runs appointments through it, and a field team runs site visits — the workflow underneath is the one platform in every case.
Product interface shown with sample data
By industry
Find the pattern closest to how you work
These are operating patterns rather than strict categories. Most businesses recognise themselves in one of them.
HVAC · Plumbing · Electrical · Cleaning · Landscaping
Service Businesses
Service businesses lose money in the gaps — the after-hours enquiry nobody saw, the crew booked into two places, the job finished but never invoiced.
See the solutionCreative · Marketing · Digital · Design studios
Agencies
When the team is busy delivering, the pipeline goes quiet. When new business picks up, delivery slips. Both suffer because they run on different systems.
See the solutionAdvisory · Coaching · Independent specialists
Consultants
Scheduling one discovery call can take five emails. Multiply that across a month of enquiries and the admin becomes a second job.
See the solutionAccounting · Legal · Financial advisory · Architecture
Professional Services
When engagements are structured and document-heavy, an inconsistent process is not just inefficient — it is a risk.
See the solutionClinics · Studios · Salons · Tutors · Wellness
Appointment-Based Businesses
Unlike a project, an appointment cannot be delivered late. A no-show or a gap in the day is simply gone.
See the solutionFAQ
Choosing a starting point
What people ask when more than one of these looks close.
My industry is not listed. Will it still work?
Probably. The common thread is a business that both sells and schedules — if your work starts with an enquiry and ends with a job or an appointment, the same path applies even if the label differs.
How different are these pages really?
The product is the same; what changes is which parts carry the weight. Field service leans on scheduling and jobs, agencies on templates and client portals, appointment-based businesses on deposits and reminders.
Can I mix approaches?
Yes. Many businesses sit across two of these — a consultancy that also runs recurring retainers, for example. Nothing is locked to a segment.
Where should I start?
Pick the page closest to how you operate and follow its example workflow. If none fits cleanly, start a trial and talk to the team about your own process.
Not sure which one fits?
Get in touch and we will help you shape it around your own process.