Client platform
Our client platform brings a service business’s client work into one secure workspace: leads and CRM, a client portal, agreements with built-in electronic signing, invoicing and online payments, and approvals.
Who it’s for
Service businesses juggling leads in one tool, contracts in another and invoices in a third, who want their customers to have one place to sign in.
What’s included
- Lead capture from your website and campaigns, with follow-up tracking
- CRM for contacts, engagements and status
- A client portal where your customers sign in to see their work, documents and approvals
- Agreements, order forms and change orders signed inside the portal
- Invoices and online payments through Stripe
- Role-based access for your team, with each business’s data kept separate
How it works
- Map how your business takes a lead to a finished job
- Configure stages, templates and roles for your business
- Connect your website forms, email and payment account
- Train your team and invite your first clients
What you own
Your client records and documents are your data. We process them on your behalf and can export them on request.
Pricing
Quoted per engagement after a short discovery call, or included in a package. Every quote is written down and agreed before work begins.
Questions
- Is our data shared with other businesses on the platform?
- No. Each business has its own separate workspace. Our staff access a workspace only when you request support.
- Can we take card payments?
- Yes, through your own Stripe account, so payments go directly to you.