The software and automations your business wishes it had.

Serve clients

Keep project files, feedback and next steps together, so clients know where to go and what’s needed.

Serve clients

Answer questions, guide enquiries and bring in your team when a person is needed.

•••Workflow / Follow up unpaid invoicesExample

Follow up unpaid invoicesConnected tools

Xero, QuickBooks or Stripe

Unpaid invoiceStarts here

Agreed rules

Check detailsConnected step

Gmail or Outlook

Send reminderConnected step

Example tool connectionsReview options agreed with you

Save time

See which unpaid invoices need attention, with a relevant follow-up ready to check.

Grow sales

Keep the conversation, owner and next step together, so promising work doesn’t get lost.

Save time

Bring scope and pricing into one client-ready quote, with less copying between documents.

•••Workflow / Keep good quotes from going quietExample

Keep good quotes from going quietConnected tools

HubSpot, Pipedrive or Salesforce

Quote sentStarts here

Agreed rules

Check for a replyConnected step

Gmail or Outlook

Prepare follow-upConnected step

Example tool connectionsReview options agreed with you

Grow sales

Spot quotes that need a follow-up and prepare a message that fits the conversation so far.

Save time

Let customers choose an available time, without another round of emails.

Save time

Find useful answers in approved team documents, with sources your team can check.

See the numbers

See income, costs and what’s left in one view, without jumping between spreadsheets.