From deal to proposal to invoice, in one flow per client
Deal progress, project delivery, and quote to invoice, all on the same client data.
No credit card required to sign up.
See deal progress in the pipeline
Line deals up by stage and manage proposals on the same screen.
Projects from templates
Save the project and task layouts you reuse as templates.
Quote to invoice in one line
Follow a quote through to the invoice as a single flow.
What you get
- ✓Deal pipeline and proposal tracking
- ✓Project and task management with templates
- ✓Invoice and payment collection
How this industry uses it
CRM and customer records
Everything you know about a customer, and every exchange you have had, in one place. Replaces a spreadsheet customer list or a single-purpose contact manager.
See this feature →Email campaigns and marketing automation
From nurturing a lead to nudging a lapsed customer back, running on its own. Replaces an email marketing tool or a marketing automation platform.
See this feature →Forms, surveys and assessments
The doorways where a prospect volunteers their details. Replaces a form builder and a survey tool.
See this feature →The cost pays for itself — fast
How fast do you recoup the cost?
Enter your numbers — see how few sales cover the monthly cost.
You cover the monthly cost with just
1 sales / month
≈ $1.83 per day — anything above is profit.
Estimate only. Actual results vary by usage and conversion.
Quizzes for this trade
The verdict shows on the spot and becomes a tag that feeds the next message.
Use case
How getting started works
- 1
Sign up
Coming from this page opens the sign-up form with your industry already selected.
5 fields
- 2
Set things up
You start with the screens this industry uses. Contacts can be imported in bulk from CSV.
Bulk CSV import
- 3
Go live
The LINE and POS integrations can be added from the settings when you need them.
One settings screen
What to do next
Check the price, then go straight to sign-up.
Pricing
Pick one plan, then add options when you need them.
- ✓Salons, restaurants and communities: $55/mo (tax excluded)
- ✓Same price however many people use it (no per-user fees)
- ✓Add or stop add-ons at any time
You go to sign-up with the industry already selected. You can change it during setup.