01
Capture every lead
Forms, QR codes and imports land every lead on your board. Never miss one.
New leads
Ana RuizWebsite form
Marco DiazQR at the front desk
Lena ParkFrom your spreadsheet
Jordan ReyesJust now
Custom solutions · Never miss a lead
Run your entire business from one place.
Your customers, follow-up, sales, money and team in one system. A CRM, email and text marketing, automations, booking, invoicing and payments, with Joy, your personal assistant who knows the entire system.
No credit card. Cancel any time. Your words, your brand, your apps.
One system
Everything it takes to grow.
From the first click to the paid invoice, every step runs in one place and talks to the next.
02
Follow up automatically
Emails, texts and tasks go out on their own, at the right moment.
Stage: BookedWelcome emailReminder textTask for the team
03
Sell and get paid
Quote it, walk them through a guided tour and take the payment.
Price$399
Sign upWaiverCardDone
PAID $399
04
Run the day
Calendar, classes, rosters, and check in and out by QR.
Marco Diaz✓ IN
Lena Park✓ IN
Ana Ruiz✓ IN
Dana White✓ IN
05
Create
Branded documents, PDFs and books, signed from a link.
Signed · filed on the card
06
Work as a team
Send a link and anyone can add notes, work on a list with you, or send you a task. You accept it, decline it or ask for more information. No account needed.
New task from Ana · by linkSend me the waiver before Saturday
AcceptDeclineAsk for more info
✓ Added to your list
Joy
Your AI assistant Joy, running it all.
Ask her to book, bill, text, build a flow or log a call. If the app can do it, Joy can do it, with your OK.
The app library
Work the way you want,
with custom solutions.
31+ apps that share the same customers, calendar and money. Start with what you need and add the rest when you’re ready.
Live
AI Assistant
LiveAn assistant that knows your leads and jobs. Ask it anything.
Boards & Pipelines
LiveTrack anything that moves through steps — leads, jobs, applicants, tasks.
Booking Portal
LiveLet people book themselves into your calendar.
Calendar
LiveSee your week, schedule from any lead, never double-book.
Campaigns
LiveA series of emails that go out over days or weeks, on their own.
Capture All
LiveDrop anything in — cards, PDFs, spreadsheets — and every lead lands on your board.
Check-In QR
LiveScan a QR code to check people or things in and out, with photo proof and a code check.
Chop It Up
LiveLive chat rooms for your team to huddle — no Slack needed.
Classes & Reservations
LiveRepeating classes, events, and reservations, with attendance.
Connect Businesses
LiveShared chat rooms with the businesses you work with.
Customer Portal
LiveGive each customer one link, in your branding, to everything you've shared — no password.
Design Studio
LiveDesign anything in your own look — start from a blank page or ready-made templates, including your proposal covers.
Documents & Waivers
LiveSend a waiver or contract; get a signature back.
Send and receive emails with each lead, right from their card.
Estimator
LiveYour prices, your job bundles, your rules — estimates built from what you actually charge.
Guided Tours
LiveBranded, step-by-step tours you send customers by link.
Info Stacks
LiveReusable blocks of info you drop onto any lead, quote, or document.
Intake Forms
LiveForms anyone can fill in, and each one becomes a lead right away.
Invoices
LiveQuotes, invoices, and getting paid — all in one place.
PDF Studio
LiveEdit any PDF — turn and reorder pages, add sign-here spots, black out details, combine files, share.
Projects
LiveA simple project tracker — boards, big goals broken into tasks, and GitHub status, without the clutter of Jira.
Publications
LiveBecome the published expert in your field — a branded book in one sitting.
QR Codes
LiveMake a QR code in your colors for any link in your business.
Reports
LiveKnow what's working — money coming in, jobs won, and where leads come from.
Rosters
LiveSign-up lists that check people in — classes, events, even kids' drop-off.
Scribble
LiveNotes, drawing, files and team chat
Text Messaging
LiveText back and forth with every lead, right here.
Use Joy on your phone
LiveSay it on the phone. Joy does it — after you check the card.
Vault
LiveImport from anywhere, back up safely, and never lose a record.
Video Studio
LiveAnimated videos for your business, made in minutes — no camera, no agency.
Workflows
LiveSet it up once, and the busywork gets done for you.
Custom solutions
Built around your business, not the other way around.
Customize every aspect of the workflow and tailor it to your business. Your brand, your words, your steps, and every lead tracked.
01
Custom Solutions
Customize every aspect and tailor it to your business.
- Call them students, clients, members or crew. Every label follows.
- Your own fields on every form, and colored tags that sort, filter and trigger steps.
- Switch on only the apps you use. Start from one of 30 ready-made setups.
02
Branded Apps
Your custom branded app, for you, your team and your customers.
- Your logo, colors and light or dark look on every page.
- Every link, form, tour and email your customers see carries your brand.
- Your team puts it on their phones like an app.
03
A workflow created for your business
Your steps, your automations, and every lead tracked.
- Rename, reorder and recolor the steps a customer moves through.
- Automatic emails, texts and tasks when someone moves a step.
- Every call, text, email, payment and document on one card.
Always getting better
The only thing we compete with is last month’s progress.
New apps and upgrades ship all the time. Here’s what landed lately.
PaymentsOn-the-Go Pay LinkSet the price on the go, then a guided tour walks them through signing up and paying.
PaymentsOne payments inboxEvery payment lands in one place, matched to the right customer.
CalendarDouble-booking alertsAlert the entire team, or keep it private.
Guided ToursDrag to reorderPut your most-used flows on top.
JoyJoy runs the whole systemAsk her to book, bill, text, build a flow or log a call. If the app can do it, Joy can do it, with your OK.
ScribbleCollaborate by linkSend one link and anyone can work on your notes and tasks with you. No account needed.
Built to be trusted
Control at every level.
Your team, your rulesRoles and permissions for every person on your team.
A record of who did whatAn audit trail of changes, and when they happened.
PIN-protected actionsSensitive actions need a PIN, for privacy and security.
Backed up every nightYour business data, saved daily.
Run your entire business
from one place.
Custom solutions. Never miss a lead.
Running an agency or multiple locations? Talk to us for custom pricing.