Packages
Three flexible starting points. Each is a complete system designed to meet you where you are and grow with you.
Get organized.
The core operating system for your business — one place for clients, work, schedules and records.
Popular with growing teams
Connect and automate.
For businesses with more moving pieces — workflows, teams and automation that keep work moving.
The complete system.
A fully connected operating environment for multiple divisions, locations or complex operations.
Every package is a starting framework, not a rigid software bundle. Final scope depends on your business and what it needs.
A guide, not a rulebook. Any system can be shaped around what your business needs.
| Capability | FoundationGet organized. | FlowConnect and automate. | FreedomThe complete system. |
|---|---|---|---|
| Central dashboard | |||
| Clients, contacts & core records | |||
| Calendar, tasks & reminders | |||
| Forms & document storage | |||
| Search & notifications | |||
| Your branding & terminology | |||
| Owner mobile experience | |||
| Multi-step workflows & automation | — | ||
| Events & assignment management | — | ||
| Team communication | — | ||
| Invoicing & payment tracking | — | ||
| Employee / contractor portals | — | Where applicable | |
| Operational dashboards & advanced reporting | — | ||
| Multiple divisions or locations | — | — | |
| Custom integrations & modules | — | — | |
| Client / partner portals | — | — | |
| Advanced AI assistance | — | — | |
| Cross-business reporting | — | — |
Not sure which fits?
You don’t need to choose before we talk. Tell us how your business works and we’ll recommend the right starting point.
Build Your SystemNo. Foundation, Flow and Freedom are three separate starting points — not steps. We recommend the one that fits your business after we understand how it works.
Because every system is built around a different business. Once we understand your operation, we give you a clear scope and a clear quote.
Yes. Systems are designed to evolve. You can add workflows, portals, locations or modules as your business grows.
Not at all. Tell us how your business works and we’ll recommend the right starting point.