Overview

Stop stitching spreadsheets and point tools. Our SMB CRM Suite centralizes contacts, pipelines, scheduling, attendance, and tasks with role based access and dashboards your team will actually use. Start fast, then tailor fields, stages, forms, and automations to your operations no vendor lock in.

Who it’s for:
agencies, clinics, field services, training centers, studios, micro-retail/wholesale, franchise ops.

Outcomes:
fewer no shows, tighter handoffs, reliable data, faster decisions.

At a glance

All in one

clients, bookings, tasks, attendance, basic invoicing

Fast setup

go live in 2–3 weeks (import templates included)

Scales up

RBAC + APIs + audit logs for 500–1000 staff

Tailorable

custom fields, pipelines, forms, automations

Core Modules

Contacts & Companies

A clean source of truth with tags, custom fields, and activity timelines.

Pipelines (Leads → Deals → Projects)

Drag and drop stages, SLAs, and win probability.

Bookings & Calendar

One click scheduling, buffers, reminders, and resource/room assignment.

Attendance & Time

Clock in/out (web/mobile), geofence, leave types, approvals.

Tasks & Checklists

Assign, due dates, templates, and recurring work.

Documents & Notes

Store proposals, briefs, and proofs with version history.

Alerts & Reminders

Email/SMS/WhatsApp nudges for “due today,” no show, or SLA risk.

Dashboards & Reports

Today’s workload, utilization, pipeline health, revenue forecast.

Basic Billing (optional)

Quotes → invoices → payment links; export to accounting.

Ready to tailor

how we customize

Data model

Custom fields, picklists, dependencies, calculated fields

Workflows

if this then that automations (e.g., New booking → assign checklist → send SMS)

Forms

Public lead/booking forms with spam protection + field mapping

Roles & Permissions

Admin, Manager, Staff, Contractor, Franchisee

Branding

Your logo, colors, email/SMS templates

Integrations

Calendars
Calendars
Messaging
Payments
Files
Accounting
Maps & Geo
Extensibility

Security & compliance

Role-based access (RBAC), SSO ready, field-level audit logs, IP allow listing, encryption in transit/at rest, GDPR friendly data retention. Nightly backups and disaster recovery included.

Implementation plan

Week 1

discovery, data model, pipeline design, booking rules, roles

Week 2

integrations, automations, import & QA, staff training, go live

Optional Week 3–4

advanced dashboards, custom reports, extra workflows

Pricing signal

MVP setup (2–3 weeks)

discovery, data model, pipeline design, booking rules, roles

Ongoing support

fixed monthly or pay as you go

Custom features

priced per module (keeps scope clear)

Results you can expect

20–40%

fewer no shows and missed handoffs

15–30%

faster lead to job conversion

10–25%

higher staff utilization (cleaner scheduling + attendance)

FAQ

Both: you start with a proven core. we tailor fields, workflows, and reports to you. You own the IP.

Yes, RBAC, teams, sites, and audit logs with API/webhooks for larger ecosystems.

Yes, import templates and scripts for smooth migration.

Responsive web app works on any device. Offline capture and native wrappers are optional.

Modular architecture + API. Add ons (inventory, quoting, field ops) plug in without rewrites.

Ready to see your workflow in this CRM?