Every Module Your Business Needs
30+ ERP modules organized across 12 categories — from CRM and scheduling to AI automation and farm management. Pick the plan that fits and unlock the tools that matter most to your operation.
CRM & Sales
Manage your entire customer lifecycle from first contact to loyal client with powerful pipeline tools and automation.
Contact Management
Centralized database for all contacts, companies, and relationships with custom fields, tags, and smart segmentation.
Lead Pipeline
Visual drag-and-drop pipeline boards for tracking leads through custom stages with forecasting and win/loss analytics.
Sales Automation
Automate repetitive sales tasks with triggers, workflows, and rules that move deals forward without manual effort.
Follow-up Sequences
Set up drip campaigns and automated email sequences triggered by pipeline movement, time delays, or client behavior.
Customer Segmentation
Group contacts by behavior, demographics, purchase history, or custom criteria for targeted outreach and reporting.
Deal Tracking
Monitor deal values, expected close dates, and conversion rates with real-time revenue forecasting dashboards.
Scheduling & Calendar
Drag-and-drop scheduling for staff and resources with real-time availability and automatic conflict detection.
Drag-and-Drop Calendar
Visual calendar with day, week, and month views. Drag appointments to reschedule and color-code by staff, service, or location.
Online Booking
Clients book appointments from your website or portal with real-time availability, automated confirmations, and reminders.
Recurring Appointments
Schedule repeating sessions with flexible patterns — daily, weekly, biweekly, or custom. Automatically generate future sessions.
Staff Scheduling
Assign staff to shifts, set working hours and breaks, and manage time-off requests all from one view.
Conflict Detection
Automatic alerts when bookings overlap, staff are double-booked, or resources are unavailable. Prevents scheduling mistakes.
Calendar Sync (Google/Outlook)
Two-way sync with Google Calendar and Outlook so staff see all appointments in the tools they already use.
Training & Programs
Build, manage, and track structured training programs for clients and staff with session-level detail.
Program Builder
Create structured training programs with sessions, milestones, and goals. Supports group classes and private one-on-one sessions.
Session Tracking
Log attendance, duration, notes, and outcomes for every session. Track no-shows and late arrivals automatically.
Curriculum Management
Design multi-phase curricula with prerequisites, skill progressions, and learning objectives for consistent training delivery.
Progress Notes
Detailed session-by-session notes with media attachments. Share progress reports with clients through their portal.
Certifications
Issue, track, and renew certifications with automated expiry reminders and digital certificate generation.
Aftercare Plans
Post-program follow-up system with check-in schedules, homework assignments, and automated client communication.
Invoicing & Payments
Professional invoicing, online payments, and recurring billing to keep cash flow healthy and books clean.
Invoice Generator
Create and send branded invoices in seconds. Support for line items, discounts, taxes, and partial payments.
Online Payments (Stripe)
Accept credit cards, ACH, and digital wallets. Saved payment methods, auto-pay enrollment, and payment plans for clients.
Recurring Billing
Automate monthly, weekly, or custom-interval charges for memberships, subscriptions, and ongoing service packages.
Payment Reminders
Automated email and SMS reminders for upcoming, due, and overdue invoices. Customizable timing and escalation rules.
Tax Calculation
Automatic sales tax calculation based on location. Multi-jurisdiction support for businesses operating across state lines.
Financial Reports
Revenue summaries, accounts receivable aging, payment trends, and P&L reports with export to PDF and CSV.
Client Portal
Give clients their own branded self-service portal for booking, payments, messaging, and tracking their journey.
Self-Service Booking
Clients browse available services, pick times, and book appointments without calling. Integrated with your live calendar.
Payment History
Clients view past invoices, download receipts, and manage saved payment methods from their portal dashboard.
Document Access
Share contracts, waivers, care plans, and training materials with clients through a secure document library.
Messaging
Secure in-app messaging between clients and staff with file sharing, read receipts, and searchable conversation history.
Progress Tracking
Clients follow their training or service progress with visual milestones, session summaries, and completion percentages.
Pet/Child Profiles
Detailed profiles for pets, children, or other dependents with medical records, preferences, and session history.
Communications
Reach clients and leads through email, SMS, in-app messaging, and phone from a single unified inbox.
Email Campaigns
Bulk email campaigns with audience segmentation, open/click tracking, A/B testing, and automated nurture sequences.
SMS (Twilio)
Two-way SMS messaging for appointment reminders, promotions, and quick check-ins. Supports scheduled sends and templates.
In-App Messaging
Real-time chat between staff and clients within the platform. Threaded conversations, mentions, and file attachments.
Automated Reminders
Set-and-forget reminders via email and SMS for appointments, payments, follow-ups, and certification renewals.
Bulk Messaging
Send announcements, holiday hours, or policy changes to all clients or targeted segments in a single broadcast.
Call Tracking
Log inbound and outbound calls with click-to-call, voicemail transcription, and automatic client timeline entries.
Team & HR
Manage your workforce with employee profiles, payroll, time tracking, and role-based access controls.
Employee Profiles
Complete staff records with contact info, certifications, employment history, emergency contacts, and document storage.
Payroll
Process payroll with real federal and state tax calculations, direct deposit via ACH, pay stubs, and W-2 generation.
Time Tracking
Staff clock in and out from the app or web. Track hours by project, client, or location with overtime calculations.
PTO Management
Manage vacation, sick days, and personal time with accrual tracking, approval workflows, and calendar integration.
Role-Based Permissions
Control who sees what with granular role definitions. Separate access for owners, managers, trainers, and front desk staff.
Performance Reviews
Structured review cycles with self-assessments, manager evaluations, goal tracking, and historical performance data.
Website & Marketing
Grow your business with built-in website tools, SEO, blogging, and analytics to attract and convert new clients.
Website Builder
Drag-and-drop website builder with templates designed for service businesses. Mobile-responsive and SEO-optimized out of the box.
SEO Tools
Meta tags, sitemap generation, structured data, and page speed insights to help your site rank higher in search results.
Blog
Built-in blogging platform with rich text editor, categories, tags, featured images, and social sharing integrations.
Contact Forms
Customizable forms that feed directly into your CRM. Supports file uploads, conditional fields, and spam protection.
Landing Pages
Purpose-built landing pages for promotions, events, and lead generation with A/B testing and conversion tracking.
Analytics Integration
Connect Google Analytics, Facebook Pixel, and Google Ads for full-funnel attribution and marketing ROI tracking.
AI & Automation
Built-in artificial intelligence that handles routine tasks, surfaces insights, and helps your team work smarter.
AI Email Drafting
Generate professional client emails in seconds. AI reads context from the client record and writes personalized responses.
Smart Scheduling
AI suggests optimal appointment times based on staff availability, client preferences, travel time, and historical patterns.
Automated Follow-ups
Trigger follow-up emails, texts, or tasks when clients miss appointments, complete programs, or hit milestones.
Report Summaries
AI-generated plain-language summaries of your weekly performance, revenue trends, and client retention metrics.
Behavior Analysis
AI identifies patterns in client engagement, churn risk, and upsell opportunities so you can act before problems arise.
Farm & Agriculture
Purpose-built tools for small farms, ranches, and agricultural operations that go beyond generic ERP capabilities.
Livestock Tracking
Individual animal records with breed, health history, vaccinations, weight logs, and lineage tracking across your herd.
Crop Planning
Plan planting and harvest schedules by field, track seed varieties and inputs, and log yields for season-over-season analysis.
Pasture Rotation
Map your pastures, schedule rotations, and track grazing days to optimize forage recovery and animal health.
Equipment Maintenance
Log equipment service history, schedule preventive maintenance, and track repair costs to extend asset life.
Weather Integration
Local weather forecasts and historical data tied to your fields so you can make informed planting and harvesting decisions.
Compliance Records
Maintain audit-ready records for USDA, organic certifications, and state agricultural compliance requirements.
Kennel & Facility
Specialized facility management tools for boarding, daycare, grooming, and multi-use service locations.
3D Facility Builder
Design your facility layout with a visual builder. Map kennels, grooming stations, play areas, and training rooms.
Kennel Management
Track occupancy, assign pets to specific kennels, and manage check-in/check-out workflows with daily report cards.
Capacity Planning
Forecast demand, set maximum occupancy limits, and automatically close booking when capacity is reached.
Feeding Schedules
Custom feeding plans per pet with dietary restrictions, medication schedules, and staff task checklists.
Health Monitoring
Track pet health observations, log incidents, and flag concerns for owners with photo and video documentation.
Reporting & Analytics
Real-time dashboards, custom reports, and data exports to help you make informed decisions and track what matters.
Real-Time Dashboards
At-a-glance business health with live widgets for revenue, bookings, outstanding invoices, and staff utilization.
Custom Reports
Build reports with drag-and-drop fields, filters, and groupings. Save report templates and schedule automatic delivery.
Revenue Analytics
Track revenue by service, location, staff member, and time period with trend analysis and forecasting.
Client Retention Metrics
Monitor churn rate, rebooking percentage, lifetime value, and client satisfaction scores across your business.
Staff Performance
Compare staff productivity, client ratings, revenue generated, and session completion rates side by side.
Export to PDF/CSV
Download any report or dashboard as a formatted PDF or raw CSV for use in spreadsheets and presentations.
Ready to see it in action?
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