- A simple CRM solution - keeping track of potential customers & clients with contact management, tasks & notes.
- Book appointments with our booking system (linked to your website and CRM)
- Collaborate with other small business owners by sharing tasks (project management) and integrate calendars.
- Have up to 3 users.
- Automated sales pipelines that create your tasks for you (no need to update the CRM manually).
- Business analytics - a business plan that integrates with your CRM to keep on track to your revenue goals.
- Bookable profile and business directory to help you advertise your business.
- Have up to 3 users.
- A content calendar to schedule posts to social media accounts, and monitor marketing campaigns.
- Invoice your client directly from the platform (integrating with Quickbooks/Xero)
- Manage proposals with clients directly from the CRM.
- Have up to 3 users.