Sales & leads
New lead follow-up
Turn an enquiry into a customer without anyone slipping through.
PopularStarts for every new customer4 stepsRuns 10 days
Day 0Intro call
Day 2Send proposal
Day 5Follow up on the proposal
Day 10Decision call
First Apps
Every customer.
Every next step.
Never forgotten.
Add a customer and their next steps appear on their own: intro call, proposal, follow-up, invoice. Due dates, reminders and a progress ring for everyone you work with.
7-day free trial · from $3.99 per user/month
How it works
Describe your workflow once. After that, every customer runs through it on their own schedule.
Step 1 of 5Create your new customer workflow once: add each step, with the day it's due.
Everything a small team needs, nothing it doesn't
Customers at a glance
A row of progress rings shows who is waiting on you and how far along each customer is.
Recurring workflows
Your way of working becomes a workflow that starts for every new customer or job, with due dates counted for you.
Reminders
Get nudged on the day a step is due, so nothing slips through.
Swipe and undo
Done, snooze or skip with a swipe. Changed your mind? Undo.
Your team, in sync
Shared customers, jobs and tasks for everyone on your plan, on the web and on iPhone.
Four themes
Default, Ocean, Desert and Garden, in light and dark mode.
Also on iPhone and iPad. The app is launching soon.
Ready-made workflows
Start with a proven routine and adapt it in a minute. Every step lands on the right day, for every customer.
Onboarding & delivery
New customer onboarding
A warm start, so new customers know what happens next.
PopularStarts for every new customer4 stepsRuns 14 days
Day 0Welcome message
Day 2Kickoff call
Day 3Collect details and documents
Day 14First check-in
Money & admin
Invoice and payment reminders
Get paid on time with polite, timely reminders.
PopularStarts for every new job4 stepsRuns 30 days
Day 0Send the invoice
Day 14Payment reminder
Day 21Second reminder
Day 30Call about the payment
Use cases
How real businesses run their week with these workflows.
Holiday rental hostCheck-in and check-out for an Airbnb or holiday apartment: cleaning, bed linen, door PIN and reviews, done on time for every guest.Read the use case Solar installerFrom enquiry to site visit, quote, installation and final invoice: every customer moves forward, across two branches and a whole team.Read the use case
Simple pricing, per user
Start with a 7-day free trial. Pick the plan that fits your team size.
Solo
$3.99/user/mo
- 1 user
- Unlimited customers, jobs and workflows
- Reminders, themes and web access
Your next customer is already waiting
Set up your steps in five minutes. Start free on the web today; the iPhone app follows soon.
Start free on the web