The bespoke CRM engineered for your business
Ten dedicated operational modules engineered to capture every lead, manage every booking, and retain past clients, all in one place.
AI receptionist that answers enquiries and books appointments
Answers instantly 24 hours a day and reserves appointments directly
Your AI receptionist answers questions about your services, pricing, and availability with natural precision. It qualifies client intent and reserves appointments straight into your calendar without human delay.
- Natural conversational responses tailored to your services and pricing
- Real time availability verification directly against your diary
- Instant calendar reservations with client details captured
- Handles multiple prospective clients simultaneously at any hour
Visual sales pipeline
Track prospective clients across every stage of service
View every client journey from their first enquiry to quote sent, project booked, and completed. Drag and drop cards between stages and instantly spot high value proposals awaiting follow up.
- Five clear stages: New Lead, Contacted, Quote Sent, Booked, Completed
- Visual cards showing client name, project type, and quoted value
- Quick stage updates with effortless drag and drop handling
- Instant mobile view with convenient stage filter selector
Appointment management
A unified diary designed for operational precision
Oversee day to day bookings and site visits, manage team schedules, and update attendance statuses in real time. Maintain a synchronized calendar across all team members without double bookings.
- Clean daily and weekly appointment views across all staff
- Attendance status tracking: Confirmed, Attended, No Show, Cancelled
- Quick reschedule controls with automated calendar sync
- Service duration and team allocations
Automatic reminders
Multi stage confirmations that protect your calendar
Ensure clients show up on time with timely confirmations delivered ahead of every visit. Clients can confirm or request a reschedule with a single tap, protecting your schedule from last minute gaps.
- Multi stage notification timing: 48 hours and 24 hours prior
- Delivered via verified email and direct mobile notifications
- One click confirmation link that updates the calendar immediately
- Reduces costly empty slot time and diary dropouts
Review engine
Collect authentic Google reviews on complete autopilot
Convert happy clients into glowing five star Google reviews. The system identifies completed appointments and projects, sending a polite follow up request at the ideal moment to elevate your local search ranking.
- Automated triggers based on appointment completion status
- Direct link straight to your Google Business review form
- Polite single follow up sweep for clients who have not clicked
- Detailed review request log with sent and opened status
“Thank you for working with us, James. If you had a great experience, leaving a quick Google review takes under one minute and helps others find us.”
Win back campaigns
Reactivate past clients and recover dormant revenue
Re engage past clients who have not booked an appointment or project in four to six months. Filter segments, customize promotional messages, and dispatch campaigns via verified email to bring past clients back.
- Configurable lapse threshold to identify inactive clients
- Segment builder based on previous project type and last booking
- Customizable message templates with personalized client tags
- Timestamped delivery log with delivery confirmation
Unified inbox
Every message and communication in one consolidated timeline
Eliminate fragmented communication. View emails sent, reminder notices, review requests, and internal staff notes in one clean history for every client record.
- Chronological timeline of all customer touchpoints
- Internal project notes visible only to your team
- Instant delete controls for complete communication hygiene
- Quick contact search by name, phone, or email address
Follow-up management
Structured follow-ups that maintain client relationships
Keep clients engaged with structured follow-up schedules and project check-ins. Smart Views segment overdue follow-ups so your team can initiate outreach with zero manual spreadsheet tracking.
- Automatic follow-up calculations based on client history
- Smart Views for overdue follow-ups, uncontacted leads, and priority clients
- One click follow-up dispatch to invite clients to book
- Maintains predictable repeat booking volume every month
Reports
Clear operational metrics without tedious spreadsheets
Gain real time clarity on business performance. Track confirmed bookings, attendance rates, project revenue, and campaign return on investment with clear visual charts and summary figures.
- Live attendance breakdown: Confirmed, Attended, Cancelled, No Show
- Pipeline value and average revenue per client
- Campaign rebooking metrics and review generation figures
- Exportable reports for business owners and managers
AI assistant that answers questions about the business
Instant business intelligence ready whenever you ask
An internal assistant trained on your business data. Ask questions about your diary, upcoming appointments, pipeline figures, or client history and receive immediate factual answers.
- Natural language queries about your schedule and revenue
- Instant answers on team availability and diary gaps
- Summarizes weekly performance and outstanding follow-up lists
- Strict data privacy with zero external model training
Explore all ten modules in the live demo
Experience the receptionist chat, schedule appointments, move pipeline cards, and inspect the automated review engine with zero commitment.