Convert website visitors into paying clients with lead capturing, payments and booking widgets. Manage all client interaction from one centralized dashboard: accept online payments, issue invoices, set automated appointment & payment SMS reminders, create automated follow ups, send promotions and share coupons.

Calendar & Scheduling

Much more than just a business calendar, helps any small business manage their events, staff and schedules, and allows their clients to book services directly online, hassle-free.

• Online business calendar, integration, and sync
• Team or staff calendar
• Appointment booking and tracking
• Recurring appointments
• Event and group meetings
• Customizable notifications and automatic reminders

Billing & Invoicing

Secure and reliable billing and invoicing solution, that allows business owners to issue professional estimates, invoices and receipts, receive manage and track payments.

• Virtual payment terminal: Paypal and Credit Card Processing
• Estimate and invoicing management
• Payment recording, tracking, and reminders
• Multiple currency support
• Integration with local payment gateways

Client Management

A simple and intuitive client management platform that is tailored for small businesses to manage their clients and services from one single application.

• Email integration, sync and SMS communication
• Client cards with notes, meetings, payments
• Lead source and client status
• Document sharing
• Lead management and source tracking
• Real-time push notifications for every new lead, booking, payment and message

Email & SMS Marketing

Integrated and easy-to-use cross-channel marketing features that drive engagement and help SMBs grow their business.

• Email and SMS marketing campaigns with a simple-to-use template
• Automated, trigger-based campaigns that are sent on client birthdays or new customer status
• Call-to-action campaigns that invite clients to schedule a meeting, sign-up to an event or pay
• Coupon creation and management
• Campaign tracking and reporting

Client Portal

A dedicated self-service portal that allows SMB clients to pay, book, reschedule, and view any important business information online 24/7.

• Clients can change, re-book or cancel upcoming appointments independently
• Clients can view their open invoices and pay directly online
• Communicate with the business and share documents through the portal
• Personalization options for businesses, to match their brand

Staff & Documentation Management

Small business owners can manage their staff, their schedules and their associated clients. Business-relevant files can be uploaded, stored and shared from the platform.

• Create staff team members, with their own access, appointments, messages and clients
• Team calendar view
• Flexible staff availability, roles and permissions
• File storage, management and sharing
• Share documents through trackable links