SolutionsService Businesses

Quote, book, and invoice on one record.

Most service businesses run a proposal tool, a scheduling tool, and an invoicing tool that don't know about each other. Here they're one module each, on one client record.

ONE DEAL, START TO FINISH
Lead
Site form, scored 82
Quote signed
Deposit collected
Kickoff booked
From your live calendar
Invoice paid
Deal closes automatically
Every step moved the pipeline automatically. No one updated it by hand.

How it plays out

Leads arrive from your site forms, chat, or a business card typed in later, scored and assigned automatically. CRM
Quotes go out from templates. The client configures options and signs on their phone, a deposit is collected at signature, and the invoice is created automatically. Quoting
The kickoff call is booked from your live calendar, with reminders by text and no-show fees if that's your policy. Bookings
The pipeline moves automatically when the quote is accepted and the invoice is paid, so the board reflects reality.
Every email, payment, booking, and document is on the client's one record.
No per-seat CRM bill, no per-envelope signature fees, no scheduling subscription. Pricing

Every plan includes a real human: a named contact, same-day replies, and help getting set up. We support your users too.

One record from lead to payment.

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