A Full-Service Business Management Software Solution
Simple
Skip the hassle of researching, learning, integrating multiple complex apps.
Affordable
One low monthly fee for unlimited users. Stop paying per user per month for multiple apps.
Efficient
Forget about integrating multiple complex apps and making sure they don’t break in an update.
Packed With Features To Run Your Business Efficiently
Skip the hassle of researching, setting up, learning, integrating, and using a disjointed mix of software tools with these features.
Client Onboarding Tools
Automate client onboarding with customizable workflows and client experience.
Automate and customize client onboarding processes by embedding forms on your website. Gather client information and initiate tailored workflows based on their responses. Streamline client management, handle more clients and scale your business efficiently.
Customer Relationship Management
Streamlined client management, improved retention, sales, and efficiency.
Manage your clients by centralizing information, automating tasks, and tracking interactions. This leads to improved customer retention, more personalized service, and higher efficiency for teams. Ultimately, it enhances revenue opportunities and supports data-driven decision-making.
Appointment Scheduling
Streamlined bookings, reduced conflicts, improved client satisfaction, reminders.
Simplify booking processes by allowing clients to choose available times, reducing scheduling conflicts and double-bookings. Automated reminders minimize no-shows, saving time and improving efficiency. This leads to greater client satisfaction and a more organized workflow for businesses.
E-Signing
Automate e-signatures with dynamic document generation.
Streamline the creation and management of contracts by allowing users to generate documents dynamically using customizable templates. Merge data from various sources, enabling automated document generation and e-signature collection from clients and staff. Enhance your workflow efficiency, reduces errors, and accelerate the onboarding processes.
Digital Marketing tools
Automate your email marketing and follow up sequences with integrated tools.
Create and schedule email campaigns using a WYSIWYG or advanced code editor, with options to build reusable templates for consistency. Build and manage audiences by adding subscribers manually or via customizable forms, and set up automated drip campaigns to send pre-built emails on a set schedule to new audience members.
Project Management
Organized tasks, clear timelines, efficient collaboration, improved productivity.
Organize tasks, set clear timelines, and allocate resources effectively. This leads to more efficient collaboration, ensuring that everyone stays aligned and projects progress smoothly. Ultimately, it boosts productivity by streamlining workflows and reducing the risk of missed deadlines.
Time Tracking & Billing
Accurate hours, streamlined invoicing, improved accountability, optimized profitability.
Accurate recording of billable hours, helping avoid revenue loss and misunderstandings. It streamlines invoicing, making it faster and more precise, which enhances cash flow. By providing insights into time allocation, it improves accountability and helps optimize profitability.
Advanced File Exchange
Secure file transfers, faster collaboration, enhanced tracking, streamlined workflows.
Secure, high-speed file transfers for efficient collaboration on large documents and sensitive data. It offers tracking and auditing features, allowing users to monitor file access and maintain compliance. With automated workflows and robust security, it streamlines processes, saving time and improving operational efficiency.
Learning Management System
Create, manage, and deliver courses to become an authority figure for your customers.
Design and deliver unlimited courses for clients and staff, facilitating training, onboarding, and process documentation. Build courses with rich formatting, customizable branding, and flexible navigation options, ensuring a seamless learning experience.
Interactive Community
Engage members with private spaces like a community and forums.
Create interactive communities with both public and private discussion spaces, fostering targeted engagement among members. Private spaces can be monetized and access can be automated, allowing for exclusive content delivery based on membership levels or subscriptions. Enhance member interaction, streamline communication, and provide opportunities for additional revenue through exclusive offerings.
Client Portal software
Improved client communication, secure access, streamlined collaboration, transparency.
A secure platform for clients to access documents, project updates, and communications in real time. This improves transparency and strengthens client relationships by giving clients more control over their information and interaction with your business. It also streamlines collaboration, reducing email clutter and making project management more efficient.
Support Tickets
Streamline customer support with a premium ticketing system.
Efficiently manage and track customer inquiries within a unified platform with customizable inboxes, priorities, and tags to tailor your support workflows to specific needs. Provide granular permission settings to ensure that staff access aligns with their roles, enhancing both security and efficiency in handling support requests.