One system for the whole client journey.
CRMs & Client Portals.
One system for your enquiries, deals, quotes, contracts, invoices and payments, with a portal your clients can log in to. It replaces the tangle of separate tools most service firms outgrow.
$6,800
Pay in full, or spread it over 12 months.
- Care Plan (required)
- $700/month
- Care Plan starts
- 30 days after launch
- Pipeline and contacts: every enquiry and deal in one place, with one customised pipeline
- Quotes: branded quotes your clients can accept in one click
- Contracts: filled in automatically and signed online
- Invoices: tax-ready for the UAE, UK and EU, with your TRN or VAT number
- Card payments: clients pay invoices online
- Client portal: clients view and accept quotes, sign contracts and pay invoices
- WhatsApp inbox: one shared inbox for your team on one WhatsApp number
- Lead capture: forms for your existing website, feeding straight into the pipeline
- Automations: up to 5, such as new-lead alerts, quote follow-ups and payment reminders
- Dashboard: open deals, unpaid invoices and this month's revenue on one screen
- Mobile app: installable on your team's phones
- Your team: 5 logins, one data import and a 60-minute training session
Prices shown in your chosen currency. Invoiced in the currency you select.
The timeline
How the 10 days work.
Kickoff call: we map your services, pricing, sales steps and branding
The clock starts once we have everything listed under "What we need from you".
Care Plan · required
$700/month
Starts 30 days after launch. Keeps everything live, secure and supported.
What the Care Plan covers →- Hosting, security, daily backups and system monitoring
- Updates to invoice and tax settings as rules change
- 5 hours of work each month, including one improvement shipped every month
- Monthly report and a 30-minute review call
- First reply within 4 business hours
How every project works
Fixed price, fixed scope
What's listed under Included is what you get, at the price shown.
Working-day delivery
The clock starts once we have everything we need. If materials are delayed, it pauses.
One round of changes
One consolidated round of feedback during review. Anything further is quoted first.
Your data stays yours
Your content, client data and domain can be exported at any time.
Third-party apps cost extra
Any third-party apps, plugins or subscriptions your project needs are billed by those providers, not by us.
One system.
Zero tool fatigue.
Fixed scope. Ten-day deployment. Working with service businesses across all time zones.