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.
One record from lead capture to finished job
The pipeline is where the six capabilities meet. A lead captured by a web form is the same record that gets staged in the CRM, booked into the calendar and delivered as a job — which is why nothing has to be re-entered on the way through.
Product interface shown with sample data
All features
Six powerful capabilities, one connected sales CRM system
Each feature delivers exceptional value on its own. Together, they unify your entire sales pipeline and streamline lead management into a continuous growth engine.
Lead Management
Automated Lead Management
Every marketing channel feeds directly into your unified sales CRM system, ensuring prospective leads arrive automatically tagged, categorized, and scored for immediate sales follow-up.
- Custom lead capture forms
- Multi-channel & social lead capture
- Customizable lead scoring & pipeline status
CRM
CRM
Every contact record holds the stage, the tags and the full communication history side by side.
- Visual sales pipeline
- Unified inbox
- Centralized 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.
- Job management software
- Project task management
- Automated 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
Get in touch and we will show you the parts that matter for your business.