AI WORKFLOW & INTEGRATIONCurrent · Customer workflow
Keep leads, customers, appointments, messages, estimates, invoices, payments, and follow-ups together in one account-isolated workspace.
The front office and customer workflow in one place.
Every subscriber receives a private workspace for leads, customers, a visual calendar, messages, estimates, invoices, payments, branding, delivery status, and private CEO support. Provider-dependent features activate during managed onboarding.
See the CRM layout →YOUR PRIVATE BUSINESS WORKSPACE
See how your CRM is organized.
Move between customers, appointments, messages and billing from one menu. Refund history sits under Estimates & billing.
Current · Secure customer documents
Email a customer one private estimate or invoice link without requiring an account. Customers receive secure document links without a separate portal login.
Current · Permissions and delivery
CEO-configured feature permissions are enforced in the subscriber interface and API, with sent, failed, and blocked delivery events visible.
Managed activation · Provider connections
Twilio, Google Calendar, Stripe, Resend, and scheduled reminders activate only after credentials, consent, and test deliveries pass.
Roadmap · Multi-location and team roles
Per-location routing, multiple subscriber users, combined reporting, and granular staff roles are planned upgrades—not current production features.
Roadmap · Custom forms and accounting
Conditional intake forms and accounting connectors such as QuickBooks remain planned and are not included in the current launch scope.
The core subscriber workspace is included with every active plan. Advanced multi-location, team-role, and accounting functions remain clearly separated from the current product.
READY WHEN YOU ARE
Book your free strategy call →One calm walkthrough. A launch plan built around you.
Use the strategy-call form on the home page to tell us your trade, service area, and what you want to automate first.