Apps & portals
Apps of your own, for your staff and your clients
A CRM, client portal, booking system or back office, each one made around how you work.
Today
- Intake form received · PDF emailed to 2 staff2m
- Booking confirmed · text sent9m
- New lead · added to Client CRM14m
- 14 draft invoices created in Xero1h
- Contract signed · copy saved to Storage3h
- Status
- Last activity
- Details
Apps
Integrations
Emails
Texts
Storage
- Status
- Last activity
- Details
What you can build
An app for each job
A CRM
Leads and clients in your own stages, with every email and file on the record.
A client portal
Clients sign in to approve quotes and pay invoices.
A booking system
Online booking that shows real availability and takes payment.
A back office
Your team’s jobs, tasks and records in one workspace.
Your brand
Your brand, front and center
On Business Starter and Pro, your apps run on your own domain, with your logo on the sign-in page.
Pages open in each visitor’s language, with a switch to change it.
Logins
The right access for each person
Give each person a role, and they see only what they need.
- One login for your team, with one click into each app
- Roles for each page: no access, view or edit
- Share by link, so clients can sign, upload or approve without an account
Sign in to the staff portal
Forgot your password?
FAQ
Questions about apps and portals
Do I pay for each user?
No. There’s no charge per user, so give every staff member and client the access they need.
Does it work on phones?
Yes. Your apps work in the browser on phones, tablets and computers.
What if the way we work changes?
Your app changes with you. Describe what’s new, try it on your real data, then switch it on. Any change can be rolled back.