Everything your business needs
to grow — in one place
Stop losing leads to missed calls, forgotten follow-ups and scattered spreadsheets. Every tool you need to win more clients, deliver better service and scale with confidence.
Quotes, Estimates & Price Book
Professional quotes in seconds. Tiered pricing that increases average order value. Clients sign and accept online.
Smart Quotes
Build professional branded quotes with line items, VAT and discounts. Email the quote or share a unique link. The client views, signs and accepts online — no printing, no chasing.
- ✓Good/Better/Best tiered pricing
- ✓E-signature capture before acceptance
- ✓One-click from price book
- ✓Auto-moves pipeline to Won on acceptance
- ✓Branded with your logo and colours
Price Book
Pre-load all your services with fixed prices. Building a quote becomes a few clicks — pick services, totals calculate automatically. No re-typing the same items every time.
- ✓Services grouped by category
- ✓Fixed, from, hourly and daily rates
- ✓One-click add to any quote
- ✓Powers the online booking widget too
- ✓Syncs to AI Knowledge Base
Good / Better / Best
Offer three tiers on a single quote — Essential, Plus, Complete. Clients pick the one that suits them. Average order values increase because clients can see exactly what they're upgrading to.
- ✓Three named tiers with descriptions
- ✓Per-tier price adjustments
- ✓Client picks their tier online
- ✓Works with e-signature acceptance
- ✓Pre-built templates included
Jobs, Scheduling & Live Tracking
Create jobs, assign team members, track progress live. Clients know exactly when to expect you.
Job Management
Every job gets a number, a contact, an address, a scheduled time and an assigned team member. Create from a quote, from a contact, or from scratch. Convert to invoice in one click when complete.
- ✓Job number auto-generated
- ✓Status: Scheduled → En Route → On Site → Complete
- ✓Convert to invoice instantly
- ✓Notes, photos and field updates
- ✓Linked to contact and contract history
Mobile Status Updates
Send team members a unique link to their phone. One tap updates job status. GPS is logged silently in the background — no app to install, works on any smartphone.
- ✓No app install required
- ✓En Route / On Site / Complete taps
- ✓GPS logged with every status update
- ✓Works on iOS and Android
- ✓Photos and notes from the field
Live Client Tracking
When your team member goes En Route, the client gets a link showing a live map with their location — updating every 30 seconds. Exactly like a delivery tracker. Eliminates "where are they?" calls.
- ✓Real-time live map
- ✓Auto-refreshes every 30 seconds
- ✓Shows route to client address
- ✓Auto-reloads when job completes
- ✓Copy link from job modal
Recurring Services, Contracts & Reminders
Recurring bookings that create themselves. Review requests that send automatically. Timely reminders that win back clients.
Service Contracts
Set up a recurring service contract per client. Weekly, monthly, quarterly or annual. The CRM auto-generates a scheduled job when the next visit is due — no manual tracking, no missed renewals.
- ✓Frequencies: weekly to annual
- ✓Auto-creates bookings in advance
- ✓Next due date rolls forward automatically
- ✓Price per visit stored
- ✓Alert banner when jobs are due
Auto Review Requests
When a job is marked complete, an SMS fires automatically 2 hours later asking for a Google review. Configure your review link once — the system handles the rest. The single highest-ROI automation available.
- ✓Fires on every job completion
- ✓2-hour delay built in
- ✓Your Google review link embedded
- ✓Enable/disable in Reviews settings
- ✓Compounds into higher Google rankings
Service Reminders
Use Automation Rules to send a reminder SMS or email at a set interval after a job — "Time for your next appointment". Clients rebook before they look elsewhere. Set up once, runs forever.
- ✓Trigger: X days or months after job
- ✓SMS or email channel
- ✓Personalised with client name
- ✓Pairs with service contracts
- ✓Pre-built automation template
AI Receptionist & Calling
Your phone gets answered 24/7. Leads get called back in minutes. Nothing slips through.
24/7 AI Receptionist
Answer every inbound call professionally — even at 2am on a Sunday. The AI qualifies leads, answers questions about your business and books appointments straight into your calendar.
- ✓Custom greeting and AI name
- ✓Answers from your knowledge base
- ✓Books appointments directly
- ✓Full call transcripts stored
- ✓Handles objections and FAQs
AI Outbound Calling
Call hundreds of prospects with your personalised script. The AI handles the conversation naturally, captures outcomes and updates your CRM — you just review the results.
- ✓Natural-sounding voices
- ✓Scripts with merge tags
- ✓Auto-updates lead score and pipeline
- ✓Full transcripts on every contact
- ✓AI summary saved as a note
- ✓Able to take payments whilst being fully compliant
One-Click AI Call
See a hot lead in your pipeline? Hit call. The AI dials them instantly from the contact record — no campaign setup, no waiting.
- ✓Fires from the contact record instantly
- ✓Logs outcome automatically
- ✓Updates last-contacted timestamp
SMS, Email & Outreach
Personalised messages at scale. Higher reply rates. More booked appointments.
Bulk SMS Campaigns
Send personalised texts to your whole list or a filtered segment. Merge tags make every message feel one-to-one. Replies come back into your inbox automatically.
- ✓GSM-7 counter
- ✓Schedule in advance
- ✓Replies in two-way inbox
- ✓Bulk SMS to pipeline stage
- ✓Opt-out handling built in
Email Campaigns & Inbox
Outbound campaigns plus a full two-way inbox. Every email thread is linked to the contact so nothing gets lost.
- ✓Multiple sender accounts
- ✓Open rate tracking
- ✓AI email writer per contact
- ✓Quotes emailed direct from CRM
Sequences & Automation
Multi-step follow-up sequences across SMS, email and calls. Automation rules that fire in the background — new enquiry SMS, job complete review request, re-engagement reminder.
- ✓25 pre-built templates
- ✓Pipeline, job, tag, score triggers
- ✓No code required
- ✓Runs every 15 minutes
CRM, Pipeline & Client Portal
Every contact, every interaction, every job — in one place. And a portal your clients can log into.
Contact Management
Every interaction in one place. SMS, calls, emails, notes, appointments, quotes, jobs, invoices, consents and photos — all on the contact timeline. AI scores every lead 0–100.
- ✓Full activity timeline
- ✓AI lead scoring 0–100
- ✓CSV import and duplicate merge
- ✓Tags, segments and filters
Visual Pipeline
Kanban board with drag-and-drop stages. Deal values on every card. Bulk message an entire column. Hot leads flagged automatically when neglected.
- ✓Customisable stages per company
- ✓Deal value tracking
- ✓Bulk SMS to pipeline stages
- ✓AI nudge badges on hot leads
Client Self-Serve Portal
Send any client a magic link — no password needed. They log in to a branded portal showing their quotes (with Accept button), upcoming bookings, and invoices. Reduces inbound calls dramatically.
- ✓Magic link login — no password
- ✓Quotes with one-click Accept
- ✓Booking schedule and status
- ✓Invoice history
- ✓Branded with your company logo
Online Booking Widget
A booking page that puts appointments straight into your CRM. No back and forth.
Booking Widget
Your services appear on a clean, mobile-friendly booking page. Clients pick a service, choose a date and time, fill in their details. A contact and appointment appear in your CRM instantly.
- ✓Services pulled from price book
- ✓Date and time slot picker
- ✓Contact auto-created or matched
- ✓Branded with your colours and logo
- ✓Available 24/7 with no manual effort
Embed Anywhere
Get a direct link to share via SMS, email, Google Business Profile and social media. Or copy the embed code to drop the booking form directly into any page of your website.
- ✓Direct booking URL
- ✓Copy embed code (one paste to install)
- ✓Works on WordPress, Squarespace, Wix
- ✓Button code for your site
- ✓Configure in Settings → Booking Widget
Every Booking in CRM
No separate booking system to manage. Bookings land directly in Appointments. The client is created as a contact. Follow-up automation fires immediately.
- ✓Instant CRM contact creation
- ✓Appointment logged automatically
- ✓Triggers automation rules
- ✓Source tracked as "online booking"
- ✓No third-party tools needed
Clinical Records & Treatment Mapping
Full clinical records with injectable mapping, before/after photos and consent forms. Pabau-level features built in.
Treatment Body Mapping
A clickable face and body diagram on every clinical record. Mark injection sites with colour-coded dots — Botox, Filler, Thread, Laser, Peel. Add units and amounts. Full audit trail saved with every record.
- ✓Face and body diagrams
- ✓6 treatment types with colour codes
- ✓Units per injection site
- ✓Mini map shown in record list
- ✓Full audit trail per treatment
Clinical Records
Structured treatment records per contact. Date, practitioner, duration, clinical notes, products used with batch numbers, aftercare instructions and next appointment date.
- ✓Linked to contact profile
- ✓Products used with batch/expiry
- ✓Aftercare instructions
- ✓Next appointment reminder
- ✓Status: Completed / Planned / Cancelled
Before / After Photos
Upload and tag photos as Before, After or Progress. Stored securely per contact with GDPR-compliant consent tracking. View the full photo timeline on any contact.
- ✓Photo type tagging
- ✓Stored per contact
- ✓Consent linked to photos
- ✓Full photo timeline view
- ✓Downloadable for consultation records
Compliance, Certificates & Consent
Compliance records, certificates, data protection policies and consent forms — everything with a proper audit trail.
Compliance Certificates
Issue numbered certificates for regulated or custom work. Each gets a unique reference number, structured fields, and a downloadable branded PDF.
- ✓Gas Safe records
- ✓EICR certificates
- ✓Aesthetic treatment records
- ✓Custom certificate types
- ✓Branded PDF download
Compliance Policies
Store data protection, H&S and operational policies with version control. Review date tracking flags overdue items in red. Build structured audit checklists with completion logging.
- ✓Version control
- ✓Review date reminders
- ✓Structured audit checklists
- ✓Completion log with timestamps
- ✓Regulation mapping
Digital Consent Forms
Build custom consent forms for any service type. Clients sign digitally before the appointment. Every consent is stored with a timestamp and linked to both the contact and the service record.
- ✓Custom fields per service type
- ✓Digital signature capture
- ✓Linked to service records
- ✓Full timestamp audit trail
- ✓GDPR-compliant storage
Reporting, Reviews & Revenue
Clear data on what is working. A systematic approach to winning more Google reviews.
Reports Dashboard
Four tabs — Overview, Pipeline, Contacts, Activity. Every KPI that matters in one place, filterable by 7, 30, 90 or 365 days.
- ✓8 KPI cards with trend data
- ✓Pipeline funnel by stage
- ✓Call outcome breakdown
- ✓Task completion rate
- ✓Top segments and locations
Review Management
Pull in Google reviews. AI drafts responses in your brand voice. Track your rating over time. Auto-request after every completed job. Never miss a review to respond to.
- ✓AI-drafted responses
- ✓One-click post to Google
- ✓Auto-request after job complete
- ✓Rating trend tracking
- ✓Compare to local competitors
MRR & Invoices
Track monthly recurring revenue, invoice status and outstanding balances. Know exactly where your revenue stands at any point in the month.
- ✓Invoice status tracking
- ✓Overdue flagging
- ✓Partial payment recording
- ✓MRR per client
- ✓Revenue trend over time
Branding & Document Customisation
Your logo on every quote and invoice. Your brand colour throughout. VAT number, bank details, custom footer text.
Logo & Brand Colour
Upload your company logo — it appears on every quote, invoice and the client booking page. Set your brand colour and it flows through the header, table accents and CTA buttons.
- ✓Logo on all documents
- ✓Brand colour on quotes and invoices
- ✓Colour on booking widget
- ✓Quick colour presets
- ✓Upload from computer or URL
Quote Customisation
Add VAT number, company registration, bank details and custom footer text to every quote. Clients see professional documentation that matches your brand.
- ✓VAT and reg number on quotes
- ✓Custom footer text
- ✓Bank details for payment
- ✓E-signature option per quote
- ✓Tiered pricing layout
Invoice Customisation
Same branding controls on invoices. Custom footer, bank details, logo header. Everything a professional invoice needs — without separate accountancy software.
- ✓Logo header on invoices
- ✓Custom payment terms footer
- ✓Bank details for payment
- ✓VAT and reg number
- ✓Overdue and partial payment tracking
Multi-Tenant, White Label & Security
Manage every client from one login. Fully branded. Locked down tight.
Multi-Tenant Architecture
Every client company is completely isolated. Switch between them in one click from the topbar. Each company has its own phone number, pipeline stages and settings.
- ✓Full data isolation
- ✓One-click company switch
- ✓Per-company pipeline stages
- ✓Plan-based feature gating
- ✓Agency and client portals separate
White Label
Your clients see your brand. Custom name, logo, colours and domain. The agency portal removes the "Powered by" badge entirely.
- ✓Custom name, logo and colours
- ✓Portal domain
- ✓Custom CSS injection
- ✓Remove branding on Agency plan
Security & GDPR
Enterprise security on every request. GDPR isolation by default. 2FA with Google Authenticator. Full audit logs.
- ✓9 security headers on every request
- ✓Brute force protection
- ✓GDPR data isolation by default
- ✓2FA with Google Authenticator
- ✓Full audit log
Ready to get started?
Get started in under an hour. No long-term contracts. No per-user fees.