Use optional questions or a multilingual voice note to explain your customers, work, team, and priorities.
Managed Business Suite for small businesses
A managed business system, built around your company.
You are not handed generic software and left to configure it alone. We learn how your business works, prepare a focused system around your workflow, team, terminology, and identity, help you launch it, and stay beside you as the operation changes.
- 30-day managed fit guarantee
- No call required
- No setup fee
- No long-term contract
Good morningBusiness overview
Open quotes8
Active work12
To collect$18.4k
Work moving forward
Quote approvedReady to schedule
Invoice sentAwaiting payment
Customer depositRecorded
Built and managed for youYour operation comes before the feature list
A team beside your teamOngoing guidance and practical adjustments
Secure by designPrivate workspaces and controlled access
Your data stays yoursExport business records and download files when you need them
How it works
We start with your business—not a list of features.
Answer as much or as little as you like in our guided system planner. No call is required, and you can record a voice message in your own language whenever that is easier.
We recommend the right workflow, tools, access, and service scope in one written proposal.
We prepare your private system, documents, terminology, navigation, roles, and company identity.
We help you begin with a focused system and stand behind the first 30 days.
Contact the team that knows your workspace for guidance and ongoing adjustments.
More than a software subscription
A system we continue to manage with you.
You start with a focused workspace prepared around the way you operate. When the business changes, you can explain what is happening to a team that already knows your system. We help with guidance, routine configuration, and the right next capability instead of sending you back to a settings manual.
Business Suite keeps improving on a shared, secure foundation. Useful product improvements can benefit every workspace that uses that capability, while larger integrations and customer-specific development remain clearly scoped before work begins.
Designed around the operation
Industry starting points and workflow settings create a practical fit without forcing every business into one process.
Prepared by us
We connect and configure useful capabilities while keeping unnecessary complexity out of view.
Supported for the team
Roles, access, dashboards, navigation, labels, and terminology make the system familiar to each person.
Presented as your company
Your logo, colours, company information, workspace address, and branded commercial documents complete the experience.
Industry starting points
Made for different businesses, without becoming different products.
Each industry begins with the records, terminology, and workflow most likely to be useful. We then adjust the workspace to the individual company.
Project operations
Construction & trades
Keep estimates, customers, projects, field information, commercial records, and documents connected.
Explore this workspace Client workProfessional services
Connect client records, proposals, engagements, projects, invoices, payments, and documents.
Explore this workspace Sales operationsDealerships & auto sales
Give salespeople a focused place for prospects, follow-ups, appointments, documents, and deal activity.
Explore this workspace Relationship businessReal estate professionals
Organize leads, clients, follow-ups, appointments, transaction work, and important files.
See the industry plan Advisory workflowMortgage brokers
Track opportunities, client stages, follow-ups, document requirements, tasks, and communication.
See the industry plan Revenue operationsSales teams & independent reps
Keep leads, accounts, appointments, opportunity stages, documents, and follow-up activity visible.
Request this workspaceMore ways to begin: home and field services, property management, restoration, logistics, cleaning, and junk removal & demolition. See all industry starting points.
One connected business system
Start focused. Keep room for everything that comes next.
Available capabilities are selected for each workspace. Your team gets a clear system today without closing the door on what your business may need tomorrow.
Customers & leads
Contacts, prospect activity, history, documents, and follow-up information.
Quotes & estimates
Professional branded documents, revisions, approvals, and email delivery.
Jobs & projects
Organized work, status, files, costs, notes, schedules, and field information.
Invoices & payments
Issue permanent invoices, follow balances, and record customer payments.
Documents & records
Private business files and generated records kept with the work they support.
Team access
Individual accounts, roles, permissions, reminders, messaging, and support.
A product team that knows your workspace
Support that feels like an extension of your business.
Use your private support path whenever a question or change comes up. Send a portal message, leave a voice note, or use the support line assigned to your workspace. The conversation stays connected to your company, and unanswered calls can become an identified callback request instead of starting from zero.
Data control
Your business. Your data.
Authorized workspace owners can export supported business records and download their files whenever they need them. We build Business Suite to earn your continued business by being useful—not by making your information difficult to leave.
Built to earn your business, not lock in your data.Portable records
Export supported operational records in the portable formats available for each module.
Downloadable files
Retrieve your uploaded files and generated business documents from the workspace.
Included with your workspace
Standard in-product exports and file downloads do not carry a separate export fee.
The managed offer
One clear monthly proposal for the system and the service around it.
Tell us what the system needs to do and who needs to use it. We review the operation and send a written proposal showing the monthly rate, included workspace, users, service, and any special scope before you decide. There is no setup fee and no long-term contract, so we have to keep earning your business through the system and the relationship around it.
Your managed Business Suite proposalMonthly · no long-term contract
Prepared around your companyA business system plus the team that stands behind it.
We show you the complete offer before work begins, then configure and launch the agreed starting system.
- Business and workflow review
- Configured and branded company workspace
- Users, modules, and storage sized to your operation
- Guided launch and practical team help
- Private portal, voice, and phone support paths
- Unlimited support requests under fair use
- Ongoing routine configuration and workflow guidance
- Export business records and download files anytime
- Shared product improvements and support in 15 languages
- 30-day managed fit guarantee
- No setup fee and no long-term contract
Questions
Before you start.
Do I have to book a call?
No. Use the guided workspace designer to answer only the questions you want. You can also leave one browser voice message in your own language; we transcribe and translate it so our team can understand how you work.
How does the 30-day managed fit guarantee work?
Your first paid month is protected by the written 30-day fit guarantee. If the managed Business Suite is not a fit, the workspace owner can request cancellation and a refund of the first base subscription payment within 30 days of activation. Third-party usage and separately purchased services are excluded.
How is my monthly price determined?
Complete as much or as little of the workspace designer as you like. We review the users, modules, storage, workflow, and specialized services you need, then send one clear written proposal showing the monthly rate and what it includes before we prepare the workspace.
Will my base price change later?
Your quoted base subscription rate stays unchanged while your subscription remains continuous and the agreed workspace scope stays the same. Added users, storage, provider usage, paid modules, integrations, custom work, or another material scope change are quoted separately before they are added.
What does managed and tailored to my business mean?
We review the operation, prepare the modules, terminology, roles, navigation, dashboards, workflow settings, documents, and company identity, and help your team use the system. Routine support and configuration are part of the ongoing relationship. Customer-specific development and private integrations are separately scoped when needed.
Is every industry forced into the same workflow?
No. Industry starting points help us prepare the workspace, but the final selection of tools, labels, access, and workflow is configured for the individual company.
Can I cancel?
Yes. There is no long-term contract. The workspace owner can manage billing and cancellation from the Billing page.
Can I export my data and files?
Yes. Authorized workspace owners can export supported business records and download workspace files whenever needed. Standard in-product exports and file downloads are included with the workspace.
Are support and modifications unlimited?
You may send support requests as often as needed under a reasonable fair-use policy. Guidance, troubleshooting, and routine configuration using available Business Suite capabilities are included. New custom software, private integrations, major redesigns, complex migration, and paid provider usage are scoped separately before work begins.
Can the system grow with us?
Yes. Business Suite is designed to expand with your operation. We can enable more standard capabilities, adjust configuration, add users or provider services, and separately scope specialized work when your needs go beyond the shared platform.
A managed system for the long term
Start with what you need. Keep a team beside you.
Use a few optional questions or a voice note to show us how your business works and what should improve first. No sales call is required. We will recommend a focused starting system and stay involved as your operation changes.