One conversation across every channel
A customer emails, then sends a WhatsApp, then phones. Three people in the business answer three of those without knowing about the other two. The customer concludes, reasonably, that nobody is paying attention.
The customer record is the thread. Everything attaches to it rather than living in whichever inbox happened to receive it.
1
record per customer — documents, messages, calls, deliveries and disputes all hang off it
0
logins a customer needs to see what they owe
9
digits matched on a phone number, so 072, +2772 and 2772 are one person
10 things, and what each one is for
Where something needs an account of your own before it will work, it says so. A page that promises an integration nobody can switch on is the fastest way to lose the second month of a subscription.
The customer record
Everything about somebody is in one place, finally
Contact details, addresses, tax numbers, registration numbers, their language, their currency, every document, every payment, every delivery, every conversation and every dispute.
You reach people where they already are
Documents, statements and reminders shared straight into the thread the customer already uses, rather than to an email address they check on Tuesdays.
Needs: A WhatsApp Business number in your own name for the automated side; sharing works without one.
Shared mailbox
Email stops being one person's private pile
Connect the business mailbox, and mail lands against the customer it came from. Anybody who should see it, does.
Needs: Your own mailbox credentials. The hosts and ports for common providers are filled in for you.
Conversations and call logs
'What did we tell them last time' has an answer
What was said, by whom, and when — including the phone calls, which is where the promises usually get made.
Broadcast
Telling everybody something stops being a copy-and-paste morning
One message to a list, with the skipped list shown before anything is sent. A draft nobody read is one release away from a lost customer.
Consent
You can prove somebody agreed to be contacted
Consent recorded per contact and per channel, which is what POPIA and GDPR actually ask for.
Lead forms and website
An enquiry becomes a customer record without retyping
Forms that post straight into the system, plus simple pages you can publish without a web developer.
Reviews and reputation
The happy customers are asked, and the unhappy ones are caught first
A review request fires when an invoice settles, not at random.
Bookings and appointments
The diary stops being double-booked
Available slots from your own working pattern, bookings against them, and reminders before the day.
Documents in their language
An invoice arrives in a language the customer reads
Set the language on the customer and their documents follow, rather than somebody remembering to switch it each time.
None of this is a separate subscription
Same ledger, same customer record, same team — read from a different angle.
Try it against your own numbers
Free to start, no credit card, and your workspace is ready in minutes.
Start free trial →14 days free, then pick a plan that fits
No credit card required to start. Cancel any time.
Solo
$29
a month, including 3 seats
- ✓ Quotes, invoices, and the customer portal
- ✓ The full ledger — VAT, bank feeds, cash forecast
- ✓ The AI assistant, with a monthly allowance
- ✓ 3 seats included, then $14 each
- ✓ Unlimited free portal seats
Extra seats: $14/seat
Includes about $6 of AI work per seat each month — far more than a normal working month uses. Field seats are $5; customers, suppliers and your accountant are free.
Pro
$19
per seat, per month
- ✓ Everything in Solo
- ✓ No base charge — pay for exactly the seats you use
- ✓ Named agents on a schedule, and the overnight sweeps
- ✓ Field seats at $7 for drivers and technicians
- ✓ Public API, webhooks, and the MCP server
Includes about $15 of AI work per seat each month — far more than a normal working month uses. Field seats are $7; customers, suppliers and your accountant are free.
Business
$34
per seat, per month
- ✓ Everything in Pro
- ✓ Branches, consolidated reporting, multi-currency
- ✓ More than three times the agent allowance per seat
- ✓ Priority support
Includes about $50 of AI work per seat each month — far more than a normal working month uses. Field seats are $7; customers, suppliers and your accountant are free.
Enterprise
Custom
volume seats from $28 each
- ✓ Everything in Business
- ✓ Volume seat pricing from $28
- ✓ Single sign-on and directory sync
- ✓ Annual terms, purchase orders, invoicing
- ✓ Agent allowance pooled across the workspace, not rationed per seat
Includes about $50 of AI work per seat each month — far more than a normal working month uses. Field seats are $7; customers, suppliers and your accountant are free.