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01Websites

A website that shows what you do and brings people to you.

Written for the person who got your name from a referral and is looking you up. It can include a content management system: a screen where you update text and photos without a developer.

  • One page per professional, with their credentials and whether they see clients in person or online

    For psychology practice

  • Each specialty explained in plain language, with a clear path to booking a first appointment

    For medical practice

  • One page per service, with what's included and how to get in touch

    For accounting firm

  • A custom company website, with text and photos you change without a developer

    For service provider

  • Hours, address and services in a format Google can read

    For growing business

  • Property inquiry form that lands in a dashboard with status and team notes

    For real estate agency

See more examples
  • A custom company website, with text and photos you change without a developer

    For service provider

  • Hours, address and services in a format Google can read

    For growing business

  • Property inquiry form that lands in a dashboard with status and team notes

    For real estate agency

02Management systems

A management system to replace the spreadsheets only one person understands.

Records, contracts, finance and reports in one place, with role-based access. When one system covers several parts of the business, it's called an ERP (enterprise resource planning).

  • Each client's contracts and due dates in a single list

    For law firm

  • Payables and receivables, recurring entries and receipts in the same place

    For service provider

  • Records, role-based permissions and reports that now live in several spreadsheets

    For company outgrowing spreadsheets

  • Fleet management with a record for each vehicle: maintenance, costs and contracts in one system

    For service company with field teams

  • A record for each piece of equipment, with contracts, documents and upcoming due dates in one list

    For equipment rental company

  • Orders with status, internal notes, search and filters

    For distributor

See more examples
  • Fleet management with a record for each vehicle: maintenance, costs and contracts in one system

    For service company with field teams

  • A record for each piece of equipment, with contracts, documents and upcoming due dates in one list

    For equipment rental company

  • Orders with status, internal notes, search and filters

    For distributor

03Scheduling and client records

Your schedule and client records move off paper and out of WhatsApp.

Hours per professional, a record of everyone you serve and automatic reminders. The whole team sees the same day on the same screen.

  • Reminder before each session, by email or notification

    For psychology practice

  • Each client's record linked to their appointments and upcoming dates

    For law firm

  • Visits booked per technician, with the time and service of each one

    For service provider

  • Practice schedule with each professional's hours and same-day add-ons

    For medical practice

  • Documents the patient sends through a link before the first appointment

    For dental practice

  • Rooms booked by the hour, with a calendar of who has already booked

    For school

See more examples
  • Practice schedule with each professional's hours and same-day add-ons

    For medical practice

  • Documents the patient sends through a link before the first appointment

    For dental practice

  • Rooms booked by the hour, with a calendar of who has already booked

    For school

04Automations and integrations

The system handles what someone on your team now has to remember.

Alerts, documents and cross-checks run without anyone copying and pasting. An integration is one system passing data to another, with no retyping.

  • Fee agreements generated as PDFs and signed online by the client

    For law firm

  • Current spreadsheets imported, with someone on the team checking before anything is applied

    For company outgrowing spreadsheets

  • A cross-check between two spreadsheets that flags what doesn't match

    For accounting firm

  • Email confirmation to the patient as soon as the appointment is booked

    For medical practice

  • Quote with photos sent to the customer through a link

    For auto repair shop

  • Alert to the team when a vehicle's maintenance date is coming up

    For trucking company

See more examples
  • Email confirmation to the patient as soon as the appointment is booked

    For medical practice

  • Quote with photos sent to the customer through a link

    For auto repair shop

  • Alert to the team when a vehicle's maintenance date is coming up

    For trucking company

In any system

Some things hold for all four types.

The screens and the users change. The way we work stays the same, from proposal to maintenance.

  • Scope in writing

    The proposal states what's included, what's not, the timeline and the price.

  • Start with one part

    Work can start with the website or the scheduling. The next parts go into the same system.

  • Your spreadsheets, imported

    Each spreadsheet is imported, and someone on your team reviews it before anything changes.

  • Role-based access

    Who sees what is decided in the scope. Personal data can be masked, with some digits hidden.

  • Runs in the browser

    Your team uses the system in the browser, with nothing to install.

  • Maintenance after launch

    We host the system and keep it running for a monthly maintenance fee.

Read about confidentiality

Want to see how a project runs, from first conversation to launch?

See our process