Features
Connected capability with clear commercial boundaries.
Core platform access, plan-entitled capacity, add-ons, implementation, managed services, and customer-owned integrations are identified before purchase.
Websites · Separately Scoped Implementation
Strategy, design, workflow connection, launch, and post-launch responsibility are defined in writing
- Built on Next.js for blazing speed and SEO
- Template, bounded build, and connected business-website paths
- Custom domain with free SSL certificate
- Auto-optimized images and CDN delivery
- Approved lead, booking, listing, and workflow connections where scoped
- Blog-ready with SEO-optimized pages
- Responsive design for phones, tablets, and desktops
Native Apps · Separately Scoped Implementation
Mobile-friendly platform access is not the same product as a branded native app
- Branded operator app for supported iOS and Android workflows
- Plus adds an approved customer-facing module; Custom covers genuinely new behavior
- Store submission uses the customer's approved Apple and Google accounts
- Branded with your logo and colors
- Customer identity remains separate where the module requires it
- Apple and Google control review and approval timing
- Maintenance remains a defined responsibility after launch
Digital Smart Cards
The business card that works for you 24/7
- NFC + QR code technology
- Real-time analytics: views, taps, saves, locations
- Shareable digital profile under the selected card order
- Update info anytime without reprinting
- Approved profile and brand presentation
- Auto-generate vCard for instant contact save
- Physical manufacturing and hosting remain separate where contracted
AI Business Assistant
Your AI-powered business partner
- Uses authorized business context available to the organization
- Draft follow-up emails in seconds
- Generate reports and summaries
- AI Workflow is separate: $129/month for small business; $199/month for Insurance and Brokerage
- Meeting preparation briefs
- Task assignment suggestions
- Customer-impacting actions retain required review controls
Ready to put your business in command?
Start with the operating package built for established teams.
CRM & Pipeline
Track every lead, close more deals
- Visual Kanban pipeline board
- Contact database with full history
- Activity logging and follow-up reminders
- Sales analytics and win rate tracking
- Lead scoring by engagement
- Team performance leaderboard
Invoicing & Payments
Get paid faster with professional invoicing
- Create and send invoices in under 60 seconds
- Accept online payments via Stripe
- Automatic payment reminders
- Recurring billing for subscriptions
- Quote-to-invoice conversion
- Revenue tracking and financial reports
- Export to CSV for your accountant
Calendar & Scheduling
Never miss an appointment
- Online booking page for clients
- Team calendar with month/week/day views
- Automated email reminders
- Video call link field on every appointment (Zoom/Google Meet auto-create on roadmap)
- Time zone handling
- Recurring appointment support
Managed Infrastructure
Protected operations with responsibilities defined by plan and agreement
- Availability monitoring and incident routing
- US-based dedicated servers
- Automatic SSL certificates
- Daily encrypted backups
- Operational monitoring
- DDoS protection
- Maintenance and support follow the selected service scope
Ready to simplify your business?
Choose the operating plan, then add clearly priced setup or implementation only when your outcome requires it.
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