WordPress hosting, WordPress development and digital marketing since 2001
Affordable and Powerful
Business Automation means integrating and streamlining the moving parts of your business, eliminating bottlenecks and replacing manual tasks with automated processes. The goal is to increase efficiency and throughput, resulting in lower costs, greater sales, higher profit margins, increased customer satisfaction and reduced employee turnover.
Our business automation platform costs just $99/mo. No per-seat pricing here. That's a flat rate for unlimited staff members, unlimited customers, unlimited projects and a terabyte of file storage.
Provide a secure portal and custom dashboard for clients to view information, and interact with your team. The portal can be hosted on your domain, integrated with WordPress and fully customized, including your company logo and branding.
Securely exchange files with clients, eliminating the problems and security risks related to email attachments. Your account includes a terabyte of file storage.
Exchange messages internally with staff members and externally with clients in a secure, HIPAA-compliant environment. Receive notifications when clients read your messages.
Advanced project management, including delegation, collaboration, client proofing/approval, subtasks, recurring tasks, task dependencies, project templates and automation features.
Estimates, proposals, contracts, e-signing, time tracking, invoices, payments, subscriptions. We've got it all covered.
We include a powerful Customer Relationship Management module that allows you to manage your client information and follow up with clients regularly, maximizing the revenue from each client.
Create forms to collect information from existing clients and new prospects. Forms can be displayed on your website and the submitted data will be inserted directly into the CRM.
Manage your tasks, events and meetings, allow clients to book and cancel appointments directly from your website, sync with Google Calendar and much more!
Flows integrate and automate the entire platform. Create onboarding Flows to walk new clients through a series of steps during the sign up process. Create on-demand flows to automate processes for existing clients.
Create email broadcasts and drip campaigns, fully integrated with the CRM. Easily design email templates in our visual editor, or import an existing HTML template into our code editor.
Clients and client data can be imported and exported from and to CSV files. Custom fields can be created on-the-fly during import.
Our Dynamic Data Placeholders allow you to customize most areas of the portal with your client's unique information, like greeting the client by name. DDPs can also be used to customize emails, invoices, proposals, etc...