A shared foundation for customer information and business workflows.
Start with managed websites and CRM, then choose the live Service or Event Rental application for your industry. Review package scope, account connections and team permissions during setup.
Request DemoChoose the workflow, then confirm the scope
The website and CRM foundation is shared. Service and Event Rental are live applications, each included in its respective Premium package.
Managed websites
Explain your actual services, capture inquiries and review the defined website-care scope: quarterly checks and audits, with quarterly content updates or updates by request.
Learn more →Integrated CRM
Keep customer and inquiry context available for follow-up; discuss your current fields and intake process.
Learn more →Service application
Manage estimates, scheduling, job records and payments with the live Service application.
Learn more →Event Rental application
Manage catalogs, quotes, stock, deliveries and returns with the live Event Rental application.
Learn more →Inbox planning
Discuss email review, human approval and qualified lead handoffs. Confirm provider availability before connecting accounts.
Learn more →Packages and setup
Compare Essential, Premium with Service and Premium with Event Rental, including setup, users, quarterly reviews and quarterly content updates or updates by request.
Learn more →Start with your current customer journey
Explain the business
Identify the offerings, coverage and next steps your website needs to explain.
Keep inquiry context
Review how customer information and follow-up are handled today, then agree the CRM scope.
Confirm the next workflow
Compare package requirements and industry workflows. Choose the live application for your business and review provider connections during setup.
Choosing the website and application scope
Define the scope around a real customer journey
Start with the inquiry or handoff your team needs to improve. Discuss the website and CRM foundation, the live Service and Event Rental applications, and your account-connection requirements.
Discuss your needs