Capture
A website, phone or WhatsApp enquiry becomes a qualified lead.
Guided product demo
Choose an industry below. Every demo uses safe fictional data while showing the real workflow, templates and operating controls you receive after signup.
Start my pilot workspaceOne connected workflow
A website, phone or WhatsApp enquiry becomes a qualified lead.
Create a clear proposal from an industry-ready template.
The customer reviews, approves and signs in one portal.
Schedule the job, collect proof and track profitability.
Issue the invoice, share payment access and follow up.
Choose your operating model
For rooftop solar businesses
Move every rooftop enquiry from site survey to quotation, installation and signed commissioning proof.
2 quotation templates
5 operating rules
Read-only fictional workspace
For project and service contractors
Control BOQs, stage payments, job cards, scope changes and handover evidence without spreadsheet chaos.
2 quotation templates
5 operating rules
Read-only fictional workspace
For chartered accountants and tax teams
Turn recurring client document chasing into a visible checklist with deadlines, ownership and follow-ups.
2 quotation templates
5 operating rules
Read-only fictional workspace
Founding pilot