Client portal, workflows, payments. One platform.
Stop paying for 5 tools that barely talk to each other.
Trusted by small businesses
Everything you need, nothing you don't
Enterprise-grade features at small business prices. No nickel-and-diming.
Client Portal
Magic link authentication means no passwords to remember. Clients see their documents, appointments, and messages in one place.
Workflow Automation
Visual workflow builder lets you automate follow-ups, reminders, and client journeys. No coding required.
Payments & Invoicing
Create invoices, accept payments via Stripe, and track everything automatically. Payment links your clients actually use.
SMS & Email
Send SMS reminders, email campaigns, and in-app messages. All from one place, all tracked automatically.
CRM & Leads
Track every interaction, manage your pipeline, and convert leads into clients with custom fields and stages.
Reports & Dashboards
Real-time dashboards show revenue, client engagement, and workflow performance. Make data-driven decisions.
Simple Process, Powerful Results
Get started in minutes and see the difference our platform can make for your business.
Create Account
Sign up in seconds with just your email. No credit card required to get started.
Configure Your Business
Add your services, set up your branding, and customize your client portal.
Start Growing
Manage clients, automate workflows, and get paid—all from one dashboard.
Loved by Small Businesses
Don't just take our word for it. See what our customers have to say.
“Finally, a CRM that actually makes sense for my practice. Everything I need in one place.”
Sarah M.
Business Owner, Placeholder Business
Simple, Transparent Pricing
Choose the plan that's right for your business. All plans include a 14-day free trial.
Starter
Perfect for solo practitioners
- 1 team member
- Up to 50 clients
- 5 workflows
Professional
For growing practices
- 10 team members
- Up to 500 clients
- 50 workflows
- SMS messaging
- Custom branding
Enterprise
For agencies & organizations
- Unlimited team members
- Unlimited clients
- Unlimited workflows
- SMS messaging
- Custom branding
- API access
Frequently Asked Questions
Find answers to common questions about our platform.
Ready to Transform Your Workflow?
Join thousands of satisfied customers who have streamlined their processes and boosted productivity with our platform.
No credit card required. 14-day free trial. Cancel anytime.