Let’s build
Tools / Websites + software

Useful tools.
Connected to
your business.

Booking, customer records, invoices and email can work together. We configure the tools around your website or software, test the connection and document how your team uses it.

Plan your tools Explore the tools ↓
CONNECTED TOOLS

Booking & lead handoff

Choose a timeConsultation / sample week
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10:00 AM Review before confirming

INQUIRY RECORD

Website consultation

Service
New business website
Assigned to
Your team
Next action
Confirm scope & availability
Ready for your review
  1. 1Customer chooses a service
  2. 2Booking details reach your team
  3. 3A person confirms the next step
01 / On your website

Turn a visit into a useful next step.

Bookings, inquiries, requests and confirmations connected to the people who handle them.

02 / Inside your software

Keep the work connected after sign-in.

Records, roles, reviews and notifications built around the way your team completes a task.

Choose the job to improve

One connection.
Less chasing between tools.

01

Booking & scheduling

Let customers request a time from your website or schedule work inside your application.

Website
Public consultation or appointment page.
Software
Availability, assigned staff and customer records.

Booking setup, agreed availability rules, confirmations and a tested handoff.

02

CRM & lead routing

Keep an inquiry connected to its next action instead of losing it between a form and an inbox.

Website
Form details routed into your chosen CRM.
Software
Lead ownership, status and assigned follow-up.

Field mapping, routing rules, notifications and a record your team can use.

03

Quotes & invoices

Prepare consistent documents and connect the approved payment path in your own provider account.

Website
Quote requests and supported hosted payment links.
Software
Quote, approval and invoice records in the workflow.

Templates, account configuration and a reviewed quote-to-invoice path.

04

Email & notifications

Give customers useful confirmations and give your team a clear next step.

Website
Inquiry replies and approved email templates.
Software
Task, record and review notifications.

Branded templates, sending setup, approval rules and delivery-state checks.

05

Reporting & focused AI

Bring the information you actually use into a defined report or a narrow, reviewable assistant.

Website
Agreed traffic and inquiry reporting.
Software
Operational summaries from permitted records.

Defined inputs, a reporting view, review checks and usage limits.

06

Documents & approvals

Make it clear who prepares, who reviews and which version is ready to use.

Website
Document requests and a supported signing handoff.
Software
Assigned review steps and permission-aware status.

Templates, reviewer roles, status rules and a practical operating guide.

From a task to a working connection

Set up properly.
Ready for your team.

Agree the task and the accounts first. Review the working connection before it becomes part of your day.

Plan a connection
YOUR SETUP / DELIVERABLES
01

A defined connection

Tools, data fields, access and the expected result agreed in writing.

02

A working review

Try the normal path and the failure cases with safe sample records.

03

A usable handoff

Account access, routing rules and instructions for the people using it.

After setup

Clear ownership.
Practical ongoing support.

We look after

The agreed connection.

  • Test routing and investigate connection errors.
  • Update templates and settings in the approved work queue.
  • Document changes and explain routine tasks.
You control

The accounts and decisions.

  • Your provider accounts, customer records and access.
  • Payment decisions, content approval and usage budgets.
  • Subscriptions paid through your own accounts.
Setup & ongoing work

One setup.
An agreed work queue.

New connections are quoted by scope. Ongoing management uses an approved allowance or a separate quote.

Growth partnership$899/month

One simple form-to-email or CRM workflow at launch. Up to 6 total ongoing hours each month across all agreed tasks.

Review plan details
Business website · $299/month
Up to 1.5 ongoing hours/month. New tool setup is scoped separately.
Website care · $150/month
Existing-site hosting and up to 1 hour of care. New tool setup is separate.
Provider costs & commitment
Subscriptions and usage are additional. Hours do not roll over. Business and Growth start with a 12-month term.
Your next connection

Which task should
work better?

Tell us what happens now, which tools you use and where the handoff gets stuck.

Tell us about the workflow