Capture leads and easily maintain one-on-one communication. Keep forms and contracts in private portals for each client. Organize your projects with tags and statuses, and stay on track with task boards for you and your team.
Create form and contract templates to use across any project. Browse our template library or use your own design to build forms that look professional, accessible, and unique to your business.
With automated workflows you can trigger actions such as sending emails, completing tasks, and creating invoices—all without a single click. Additionally, set up automatic appointment and payment reminders personalized for each client.
Send invoices to get paid, either in full or through multiple scheduled payments. Set up automated recurring invoices for subscription-like services. Connect to a payment processor so your clients can pay at any time on any device.
Send or embed your scheduler so clients can easily book with you based on your availability. Create requirements for booking, such as filling out a form or paying a deposit, and set scheduling limits to ensure that clients can only book appointments that work best for your schedule.
Track profit and loss, transaction history, and outstanding invoices. Set monthly or yearly financial goals and view your growth over time. See where leads are coming from and keep track of the revenue generated from each source.