Your own pipeline
Stages you set, from first call to signed.
CRM for consultants
A simple CRM for consultants and small agencies.
Inquiries become leads, leads move through your stages, and invoices go out when the work is done.
14 days free. No card needed. From $39 a month for your whole team.
Built for consultants and agencies.
Inquiries from your page
A short form that lands in your pipeline.
Tasks and follow-ups
Due tasks show on your home screen.
Invoices
Send and track invoices in one place.
Your own booking page.
Customers see your services and prices, pick a time or send a request, and it lands in one inbox. Pick from eleven looks and add your logo, colors and photos. This industry starts with the Professional look.
Plus everything else.
- Quotes customers sign online, with a deposit paid on the spot
- Invoices with card payments through your own Stripe account
- Cash App, Venmo and Zelle payments recorded when you confirm them
- A Field app for your team, with directions, checklists and photos
- Team pay worked out for you, including tips
- Ops and Field on your home screen, or sign in on any browser
Questions
Can I set my own stages?
Yes. Your pipeline is set up with you.
Can people inquire from my site?
Yes. Your page has an inquiry form.
Can I invoice clients?
Yes, and track what is paid.
How much does it cost?
Plans start at $39 a month with no contract, and every plan starts with 14 days free. Start on your own with no card, or have us set it up with you.
Try it free for 14 days.
Your workspace starts set up for consultants and agencies, and is ready in minutes.