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?