All-in-One Business App: CRM, Payments & Lead Management

Run your entire business from your phone—text leads, book appointments, send invoices, and track deals anywhere.

Why Our Mobile App is a Game Changer

  • Full CRM Power – Manage leads, track deals, and automate follow ups

  • Built-In Payments – Send invoices, collect deposits, use tap to pay and process payments on the go

  • Calendar & Scheduling – Book appointments, set reminders, and sync with Google/Outlook

  • Paperless Contracts – E-sign documents & update lead status in real time

Key Features

Lead Management on the go

  • Smart CRM – Track leads, set tasks, and move deals through your pipeline

  • Automated Follow Ups – Never let a lead go cold with scheduled SMS/email sequences

  • Call & Text from the App – No personal number needed

Payments Made Easy On The Go

  • Instant Invoices & Estimates – Custom templates with your branding

  • Secure Payment Processing – Accept credit cards, ACH, PayPal and tap to pay

  • Auto-Payment Reminders – Reduce late payments with scheduled nudges

Scheduling

& Contracts

  • Embedded Calendar – Clients book directly into your availability

  • E-Sign Contracts – Send, sign, and store agreements in seconds

  • Status Updates – Tag leads as "New," "Qualified," or "Closed-Won"

Real Time Business Insights

  • Dashboard Analytics – Track revenue, conversions, and team performance

  • Lead Source Tracking – See which campaigns drive the best leads

Want to work with us?

Let’s turn your website into a 24/7 lead machine. Schedule a free 30-minute strategy call, and we’ll show you how to automate bookings, capture more leads, and boost conversions.

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