HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant.
This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place.
With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.
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AutomateNexus CRM
AutomateNexus CRM is a cloud-based customer relationship management platform for agencies, founders, and small teams. It manages contacts, deals, tasks, projects, quotes, invoices, appointments, marketing campaigns, and support conversations in one workspace. Karrie, its AI co-pilot, answers questions from CRM records, scores leads, and drafts follow-ups; specialist agents handle sales, support, marketing, operations, scheduling, research, and analytics. Teams can automate workflows, review agent actions, and approve customer-facing steps. Features also include reporting, agency workspaces, white-label branding, and a client portal for documents and messages. The platform connects with email, calendar, payment, messaging, automation, and AI services, and offers a REST API and webhooks for custom connections. Use the browser-based app on phones and computers, or install desktop apps for Windows and macOS.
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Marrova
Marrova is an AI CRM for agencies managing multiple local-service-business clients. It brings client workspaces, lead tracking, conversations, follow-up, approvals, campaigns, automations and reporting into one web app. AI assistants can help with prospect research, follow-up drafts, review responses, content planning and performance summaries, with people reviewing work before it is sent.
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Catch CRM
Calls your leads in under a minute, runs dispatch, gets you signed and paid on-site, and syncs QuickBooks automatically.
Catch CRM is an AI-powered CRM and field service management platform for home service businesses. Run leads, jobs, dispatch, invoicing, and reviews in one place.
Lead management: calls, web forms, website chat, and Facebook lead ads land in one pipeline. AI Office adds an auto call dialer, a 24/7 AI texter, and Facebook AI, so new leads get called instead of going cold.
Scheduling and dispatch: an online booking widget fills the calendar, the dispatch board assigns the right technician, and the technician mobile app runs the job in the field.
Estimates, invoices, and payments: AI proposals with photos and e-sign, plus payments through Stripe at its standard rate with no markup. Two-way QuickBooks sync keeps the books current.
Email campaigns and automations: follow-up sequences and reminders that run themselves.
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