Phase 1

  • 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.

Phase 2

  • 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.

Phase 3

  • 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.