From first email to monthly client, in one place.
Your deals, meetings, sales emails, proposals and monthly billing in one place. The legwork is drafted for you, and nothing goes out until you approve it. We run our own company this way.
Your sales live in five tools and your head.
A tool for deals, another for booking meetings, another for emails, another for proposals, and billing somewhere else. Each one is a monthly fee, none of them talk to each other, and the follow-up you meant to send falls between them.
We keep the whole path in one place: the first email, the meeting, the proposal, the signature, the monthly billing and the work after it. The legwork is drafted for you. You decide.
And the same four problems every business has
“Prospects call while I'm on a client call”
Every missed call gets a text back in seconds, and the request lands in your inbox.
How we fix it Getting found on Google“Happy clients never get round to a review”
Every client is asked the same way after a project, with replies written for you to post.
How we fix itFrom first email to monthly client
- Reach out, properly
Short email sequences drafted for you and sent from your own mailbox, with an unsubscribe link in every one. Nobody gets a cold text.
- Book the meeting
Prospects pick a time from your booking link. It goes on your Google Calendar with a Meet link, and they get a reminder.
- After the call
With the other side’s OK recorded, the recap and next steps are drafted from your notes. You check them before they go.
- Signed means started
The client signs the proposal on any device, and the monthly billing on it starts: setup fee, monthly price and minimum term.
- Look after the client
Renewals and quiet accounts are flagged, with check-in emails drafted for you. Overdue bills get polite reminders.
- You approve first
Every email asks you first. Once a kind of email has been right many times, you can let it go on its own, and take that back any time.
Common questions
Will it email prospects without me?
Not at first. Every email asks you until you’ve let that kind run on its own. Sales emails only go from your own mailbox, with an unsubscribe link, and nobody gets a cold text.
Do you really use it yourselves?
Yes. We run our own deals, meetings, proposals and monthly billing this way.
Can I bring my deals over?
Yes. Bring a spreadsheet of deals, and you see what will be added before anything changes.
Run your sales in one place, like we do
Start with a free audit, or talk to us about how we run our own.
The free trial is Software only, our app on its own: 14 days, no card needed. Rather talk first? Talk to us.