Built for service businesses — and the agencies that run them

Clinics

Front Desk governs patient inquiries and appointment requests across email and WhatsApp, scheduling carries each one through hold, confirmation, and reminders, and anything sensitive routes to a dedicated escalation queue for staff. The unified timeline keeps a patient's full history in one place, and the owner sees no-show risk and open escalations in the Command Center.

Consultants

Inbound inquiries become leads and appointments the moment they arrive, the unified customer timeline holds the full history for every client relationship, and Money Map flags a stalled conversation before a prospect goes cold. A Daily Business Pulse keeps you across all of it without opening a single inbox.

Local service businesses

The service catalog and client subscriptions track what you offer and who's signed up, Money Map surfaces at-risk accounts and stalled leads, the AI Marketing Autopilot keeps a content calendar moving, and Website Studio turns visitors into tracked leads — all reported back through the same Command Center.

Staffing & recruiting

High-volume candidate and client communications are triaged and drafted across every channel, the escalation queue catches anything sensitive before it reaches a candidate, and the unified timeline gives recruiters the full contact history on demand — with weekly reporting for the account team.

Agencies

The Agency Managed Operations layer runs onboarding, module entitlement, and an audited portal hand-off for every client business — with the full stack underneath each one: Front Desk, communications, escalation, scheduling, Money Map, marketing, Website Studio, and its own Command Center and reporting.

Trades

Quote requests and job scheduling that used to live in a shared inbox become tracked leads and appointments across email and WhatsApp, Money Map flags jobs going cold, and Website Studio captures inbound work straight into the same pipeline — with a client portal so customers can see what's active.