Platform Overview

Welcome

This platform is an all-in-one business management tool that helps you manage contacts, create professional documents, collect e-signatures, process payments, build forms, and automate workflows.

Key Features

• Contacts — Store and organize your clients, leads, and vendors with custom fields and tags.
• Documents & Invoicing — Create proposals, contracts, and invoices from reusable templates. Send them for review, e-signature, and payment.
• Forms — Build custom forms for lead capture, intake, surveys, and more. Share a public link or embed on your website.
• Scheduling — Create public booking pages for appointments. Clients pick a time slot, fill in a form, and receive confirmation emails. Syncs with Google Calendar.
• Automations — Set up triggers, conditions, and actions to automate repetitive work like sending emails, updating records, and creating tasks.
• Custom Entities — Define your own data types (projects, products, cases, etc.) with custom fields and relationships.
• Client Portal — Give your contacts a secure login to view their documents, invoices, and payment history.

How It All Connects

Everything revolves around your contacts. When you create a document, you assign it to a contact. When a form is submitted, it can create or update a contact. Automations react to events across all features, so a signed contract can automatically trigger an invoice, send a welcome email, or update a project record.