crm, helpdesk, jobs, proposals, invoices, customer portal, password vault. the customer you add once is the same customer everywhere — in the ticket, on the proposal, on the invoice. no copying. no syncing. no glue between tools.
that's it. open the helpdesk, they're there. open billing, they're there. open the vault, they're there. when you change their phone number anywhere, it changes everywhere. you never have to keep two tools in sync.
→ one customer, one record, every module looks at the same thing.
three kinds of business use it. same platform, same database. the words we use are different in each because the work is different in each.
plan the round in the morning. send the engineer to the job with the customer's address, the right form, and any history. they sign it off on their phone. it comes back ready to invoice. mobile-only seats for the people who never open a laptop.
tickets, time, contracts and billing on one customer record. talks to autotask, datto and n-able while you move across. tells you when a contract's hours are about to run out before the customer does.
quote, get it signed, do the work, send the invoice, get paid. a crm with deals, proposals with e-signature, stripe-powered billing, and a customer portal on your own web address.
each step hands the next one its work. so when you invoice at the end, the cost data's already there. when you run a report, every number comes from the same source.
that's where most teams land. no setup fee. no charge for single sign-on. no charge to get your data out. cancel from settings any time and take everything with you.
→ pay annually and get two months free. three-user minimum on every tier.
early access is invite-only. drop your email and we'll be in touch when the next intake opens.