CRM
One contact record.
Every interaction.
Every module feeds the contact record automatically. When a booking is confirmed, the contact updates. When an invoice is paid, the record reflects it. You see the full picture without connecting a single dot.
- Activity feed across all modules
- Auto-linked bookings, invoices, and tasks
- Duplicate detection on import
Lynn Rae
Founder @ Lynn Group Co
Quick Actions
CALENDAR & BOOKING
Your schedule. Their convenience.
One booking page. Every service. Real-time availability enforced automatically — with invoices sent, reminders scheduled, and your calendar blocked the moment they confirm.
- No double-bookings — ever
- Invoice auto-generated on confirmation
- Reminders sent without you touching them
FINANCE
Your money.
Always current.
Invoices, transactions, and reports — all in one place. See what you've billed, what you've collected, and what's outstanding without opening a spreadsheet.
- Invoice creation in seconds
- Automatic transaction categorization
- Income statement, balance sheet, cash flow
Transactions
Today, 9:14 AM
Yesterday
Mar 22
Chase Business
Connected
TASKS
Every task
linked to something real.
Create tasks from contact records, invoices, or projects — so context is never lost. Assign to your team. Check what's due today from a text message.
- Tasks created from any record
- Team assignment with due dates
- Canvas view for visual thinkers
Assign to
READY TO START