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The CRM that already knows your website

Orders, bookings and quote requests from your site land in one place. Each morning Pro lists who to reach out to first, then sends the follow-ups for you. Just $50/mo with your website included.

Cancel anytime. No contracts. No setup fees.

The Pro dashboard for a sample roofing company: new leads, active deals, the website and its tools

Every client on one board, in your words

Drag a card as the work moves. The columns use the words salons & spas use, set by your tools.

Deal board for salons & spas

  1. New
  2. Contacted
  3. Requested
  4. Confirmed
  5. Visit done
  6. Paid
The deal board for a sample roofing company: estimates, booked jobs and paid work

Each tool adds its CRM side

Turned on for salons & spas. Switch on another tool and its CRM side comes with it.

  • Booking

    Appointments calendar, reminders, no-show tracking, “time to rebook” nudges.

  • Gallery & portfolio

    Projects linked to each customer, plus a review request when a project wraps.

  • Reviews

    Asks happy customers for a review automatically after a sale or finished job.

  • Online store

    Orders board, each customer’s order history, repeat-buyer and abandoned-cart emails.

  • Rewards

    A counter screen to look up a number and add a visit, a members list closest-to-reward first, and a spreadsheet export.

Your clients hear from you without you lifting a finger

  • A game plan every morningWho to reach out to first, what’s due and new clients waiting, in your inbox at 7.
  • Reminders and follow-upsDue dates on every contact, on your phone’s calendar, so nobody slips.
  • Email campaignsSend news and offers to groups of clients, and see what got clicked.
  • The whole historyEvery form, booking, order, note and email on one page per person.
Past customers with birthday emails coming up, on a sample roofing company

Website + store + CRM

$50/mo

Pro

Everything in Starter, plus the CRM that brings customers back.

Moving from another CRM?

Export a spreadsheet from your old CRM or email tool and drop it in. Stages, notes and birthdays come with it. Free.

  • A daily game plan: who to reach out to first
  • A deal board in your business’s words
  • Email campaigns to your customer groups
  • Reminders and follow-ups that send themselves
  • Each customer’s full history
  • Every tool’s CRM side
  • Team logins: everyone gets their own, and leads are shared out

Turn first-time buyers into regulars

Pick your business and a look, add a few products or services, and share your link. Monthly, cancel anytime.

Start your site

From $12.99/moCancel anytime

Start your site