The complete CRM for service businesses
Leads, pipeline, quotes, invoices, jobs, email, AI and automation — in one beautifully simple platform you actually want to use. Scroll to see it all in action.
14-day free trial · your branding · works on your phone
32
+8 this week
12
$48k pipeline
7
3 awaiting
$26k
paid this month
Recent leads
Follow ups due
1
tidy place for everything
∞
leads, contacts & deals
14 days
free, no card
2 min
to set up
Leads & Pipeline
Capture leads from your website, email, or by hand. Watch them move through your pipeline on a drag-and-drop board, with status tabs and counts so you always know what needs attention.
Bright Cafe
$3,200
Taylor Design
$1,800
Northwind
$8,500
Skyline
$15,000
John Smith · Bond Cleaning
$650
Total
| Item | Qty | Total |
| 2 Bedroom Bond Clean | 1 | $350 |
| Oven Clean | 1 | $80 |
| Carpet Steam Clean | 1 | $120 |
Your client sees this online →
Quotes & Invoices
Build branded quotes with your logo, colours and a visual template builder. Email them in one click — clients open a beautiful page and accept online with an e-signature.
Jobs & Scheduling
Accepted quotes become scheduled jobs automatically. Track them on a board, see them on a calendar, and subscribe the whole thing to Google or Apple Calendar so your day's always in sync.
Scheduled 5
John Smith
Bond Clean · 15 May 9am
Sarah Lee
Office · 15 May 11am
In Progress 3
Emma Collins
End of Lease
Completed 6
Olivia Taylor Done
Received · 2d
Re: Bond clean quote
Looks great, can you do the 15th?
Sent · 2d
Absolutely — booked you in for the 15th at 9am. See you then!
AI drafted this reply
"Thanks John! The 15th works perfectly. I've scheduled your bond clean for 9am and sent a confirmation…"
Email & AI
Connect your mailbox and every email lands against the right customer automatically. New enquiries become leads. And when you're ready to reply, AI drafts it for you — using the full history of that customer.
Analytics & Reports
Live charts across pipeline, leads and revenue. Build custom reports on any object and have them emailed to you on a schedule.
Pipeline by stage
Leads by status
Revenue by month
Automate & Customise
No-code automations for everyone — and a full developer layer when you need it. It's a mini Salesforce that you can actually understand.
When a deal hits "Won", create a job, email the client, and notify your team — automatically.
Block bad data with rules, or write JavaScript triggers for real logic — sandboxed and safe.
Every morning, flag overdue deals and email yourself a fresh report. Set it once, forget it.
Add your own objects and fields. Build the CRM around how you work, not the other way around.
Connect Zapier, Make, or your own app. Inbound webhooks and a documented API for everything.
Design record pages with the blocks you care about — fields, related lists, metrics and custom HTML.
Your team & your brand
Invite your team with role-based permissions, make it look like your brand, give customers a portal to see their own quotes and jobs, and run it from your phone.
Team & roles
Push notification
New lead 🔔
Sarah Lee · Office Cleaning
Set up your workspace in two minutes. Free for 14 days.
