Your own system for clients, quotes, projects and documents. Most businesses outgrow their spreadsheet without noticing: the enquiries sit in an inbox, the quotes sit in a folder, and the person who knows where everything is happens to be on holiday.
This is the platform. You get your own instance of the software we built and run our own business on, with your branding, configured around the way you work. Clients and contacts, quotes and proposals, projects and tasks, and document storage, hosted, backed up and kept updated by us. It is live in about a fortnight, rather than a build that runs for months before you see anything.
There are two prices and you should see both before you decide. The setup is one-off. The monthly is what keeps the system hosted, backed up, updated and improving, and every improvement we make to the platform lands for you as well. Software supported forever for nothing is not a real offer, and we would rather say that now than surprise you in year two.
You are running the business out of a spreadsheet, an inbox and somebody's memory, and it has started to cost you. You want to see what is happening without asking anyone. Your business works roughly the way most businesses work: enquiries come in, quotes go out, jobs get done, documents pile up. You would rather have a system configured around your process than change your process to suit software.
If four or more people are working leads and you need ownership, roles and reporting, start at the Portal Pro rather than paying to move up later. If you have a process nobody else has, or systems that were never designed to talk to anything, that is the Bespoke System Build. And if all you want is the numbers on a screen rather than somewhere to work, the Reporting Dashboard stands alone.
We charge for work, and that is all. Your ad spend, your software subscriptions and anything else bought on your behalf go on your own accounts at cost, with nothing added by us.
Our prices are published and they are the same for everyone.
Read how we work and how we make money →Straight answer, no obligation. Tell us what you need and we will tell you what it takes.