Core Features
Lead Management
Capture and track leads, create quotes, and convert prospects into bookings
Event Management
Manage events, timelines, and event briefs for successful delivery
Forms
Configure lead intake and booking forms for your business
Staff & Resources
Manage your team and equipment effectively
Key Workflows
Lead to Booking
Lead to Booking
The complete sales process:
Event Delivery
Event Delivery
Successful event execution:
Payment Processing
Payment Processing
Make sure you get paid:
All payment processing is handled securely through Stripe.
Configuration
General Settings
Configure your company information and core settings
Branding
Customize your forms and client-facing elements
Integrations
Connect with QuickBooks, Zapier, and more
Add-ons
Configure service add-ons and pricing options
Getting Started
- Start with our Quickstart guide
- Share your lead intake form or embed it on your website
- Set up your company branding
- Add your staff and resources