Software for professional services
Quote in minutes, let your client accept from their phone and turn it into a charge without retyping anything.
Quotes that get accepted
Build the quote from your services or free lines, set validity and terms, and send it by WhatsApp. The client opens it, downloads the PDF and taps “Accept”: you are notified instantly.
From quote to payment in one tap
When the client accepts, turn the quote into an order with the same lines and amounts. Charge in full or a deposit and the e-receipt goes out by WhatsApp.
Booking, retainers and follow-ups
Clients book their consultation online, you sell monthly retainers as subscriptions and the CRM reminds you who to follow up.
Key features for your professional services
Online quotes
Send quotes by WhatsApp or PDF, let clients accept in one tap and turn them into orders.
Online booking
Customers book a time from their phone, you set hours and capacity, and each booking becomes an order with one tap.
Customer CRM
Tags, notes, follow-ups and segments (VIP, inactive, new) with one-tap WhatsApp to bring customers back.
Sell in seconds
Tap products and services, adjust quantities and charge. Recognize customers by phone or reference.
Push notifications
Alert customers when their order is in progress or ready, notify your team and send promotions to your regulars.
Finance reports
Income, expenses, profit, best services and daily trends in one clear dashboard.
Cash register
Open and close each cashier's shift and reconcile cash, card and transfers automatically.
Customer memberships
Sell monthly subscriptions with included services and lock in recurring income.
Frequently asked questions
Can I quote something that is not in my catalog?
Yes. Besides your saved services you can add free lines with quantity and price, perfect for custom projects.
Does the client need an account to accept?
No. They open the link you send, see the quote with your name and details, download the PDF and accept or decline in one tap.
Does it work for accountants with monthly clients?
Yes. Use subscriptions for the monthly retainer and the CRM with tags and follow-up dates so no filing or payment is missed.
