Customers
Everyone you work with, and every conversation, in one place.
Efficiency Hub · Coming very soon
Everything we look after for you in one simple view: customers, money in, new work, social posts, the team's to-do list and a monthly report. No logins to juggle and no dashboards to decipher.
What's inside
Each part works with your calls and enquiries, so a customer who rings today is already in your records, your follow-ups and your report.
Everyone you work with, and every conversation, in one place.
Quotes and invoices sent, chased and tracked, so money comes in on time.
Find new opportunities and follow up every lead until it's won or closed.
Send a photo of the job. We write the posts in your voice, you approve them.
Your team's tasks and reminders in one list, so nothing is forgotten.
See what's working each month, in plain English.
How it fits
Your calendar, inbox, accounts package and customer records stay in charge. The Hub connects to them rather than replacing them.
Posts, replies and follow-ups wait for your approval until you tell us otherwise.
Voice answering is live today. The Hub builds on it, so every enquiry it catches can turn into a customer, a task and an invoice.
Tell us which parts matter most to you and we'll let you know as soon as they're ready.