Every lead, from first call to paid invoice
Contacts, pipelines and follow‑up in one view. Speed to lead, close rate and cost per lead tracked on their own.
ContactsPipelinesFollow‑upLead sourcesEstimates
The whole business.One admin portal.
CRM, ERP, reporting, mail and the CSuite owner dashboard, built as one system so every number lines up. The systems a franchise would give you, exclusive for your industry, in your territory.
License from$325/mo
PricingFlat
Owners per industry, per area1
Royalties$0
Everything you run, in one place
One login for you and your team, with roles that decide who sees what.
Your team, your rules
Users, roles and permissions for owners, office staff and crews.
Jobs to cash
Jobs, schedules, price book, invoicing and payments, tied to the customer who bought them.
Every number, live
Revenue, margin by job, lead cost and team output, without exporting a spreadsheet.
Every inbox, one screen
info@, leads@, support@ and your own addresses side by side, logged to the customer.
Owner intelligence, built in
Every owner gets the CSuite: the dashboard that turns sales, jobs, cash and team data into decisions. Shown here with sample data.
KPIs against goals, not a to‑do list
38%▲ close rate vs. goal
Cost per leadClose rateRevenue per jobNetwork benchmarks
30 / 60 / 90 days ahead
See the crunch before it comes, and the month you can afford the next hire.
A living org chart
Every seat gets a job description, KPIs and a role playbook.
30/60/90, then years 1–3
Re‑scored as you grow
Training, AI help and sales role‑play to sharpen every pitch. Pair it with CAVU coaching from Clino.
Your Friday recap, built for you
The week’s sales, jobs, cash and team numbers against goal, in one page you can act on Monday.
Data‑driven next moves
Customers due for service, slow pipelines and services worth adding, surfaced from your own numbers.
Two fees. Neither is a percentage.
On the license path, a startup fee and a flat monthly cover the full ops suite for your opportunity, quoted case by case by industry. Add services from the menu only when you want them.
Licenses your industry and territory and sets up the full ops suite for it. Set case by case by industry.
Browse opportunities →The full ops suite: admin portal, CRM, ERP, reporting, mail and the CSuite. Never a share of revenue.
Clino fractional executives from $2,500 per seat, CAVU coaching, Crispy books, LGM, CasaBranda, Wirehouse and more.
The service menu →Rather put in less? On the equity path there’s no license fee: you co-own the business with a partner who shares the risk, and you still run it on the full ops suite.