Every customer in one place, with a timeline of everything they've done, and a deals board your client's team will actually use.
Custom fields and tags Segments that keep themselves up to date A deals board, with won and lost Tasks with due dates Imports from a spreadsheet
New 3 Dana Whitfield Invisalign, $3,800
Omar Haddad Implant, $4,200
Consultation 2 Priya Shah Whitening, $650
Leo Park Veneers, $5,100
Booked 4 Grace Okafor Invisalign, $3,800
Tom Baker Implant, $6,100
Forms, websites and SEO
Lead forms that land in the CRM, websites on your clients' own domains, and an SEO panel that says what to fix next.
Forms to embed or share by link A website builder with a blog, a shop and bookings Page titles, redirects and a sitemap Business details for local search Analytics and Search Console
Email and automations
Campaigns from your client's own domain, and follow-up that runs itself: when this happens, do that, then wait.
Campaigns to a segment Sending domains your clients verify Started by forms, tags, deals, orders, invoices and calls Waits, tasks, emails, AI steps and calls A history of where each contact is
When The consultation form is sent
Then Tag them Invisalign
Then Send the welcome email
Then Wait 2 days
Then The AI receptionist calls them
The AI team
Teammates that draft SEO changes, follow-ups and support replies from the business's real data, then wait for a person to approve them.
Starters for SEO, sales, the website, follow-up and reviews Your own bots, sold to clients as templates Routines on a schedule or when something happens Every change waits for approval
S Sage SEO Waiting on you R Rex Sales follow-up D Dev The website Idle
How the AI team works
Voice
An AI receptionist that answers your client's phone, takes the details and books the next step, with every call written up on the contact.
Calls in and out, on your client's numbers A transcript and recording of every call Calls that start automations, and automations that call
Caller Hi, do you have anything this week for a cleaning?
Receptionist We do: Thursday at 10:30 or Friday at 2:00. Which suits you?
Caller Friday's good.
Receptionist Done. We'll email you the details.
Invoices, payments and a store
Your clients send invoices and sell online, and their customers pay through Stripe straight into your client's own account.
Invoices with a pay link A store with a cart and checkout Payment links for any product Orders to fulfil
S Sunrise DentalDana Whitfield
Invoice 0042, due 24 October $180.00 Consultation and scan Pay invoice
Customer portal
Your client's customers sign in with a link by email to pay invoices, see their orders, pick up files and ask for help.
Sign-in by email link, no password Invoices, orders and shared files Support requests with a reply thread In your client's name, on their domain
HR
For your clients' own staff: their records, the week's attendance, leave and payroll.
Employee records Attendance by the week Leave requests and balances Payroll, fixed or by days worked, exported
This week Mon Tue Wed Thu Fri Maria Dr. Ruiz Sam
Your agency's side
One app for every client: their workspaces side by side with what needs you in each, your own team and roles, and the plans you sell.
A client workspace in a click Roles for your staff and for your clients' teams Client plans, billed through your Stripe Your domain, theme and emails Your own website, with its leads
Care $197 a month, 9 clients
Growth $297 a month, 8 clients
Done for you $597 a month, 3 clients