Sales engine · Win more clients
The call went well. You sent the proposal. Then client work took over, nobody followed up, and they went quiet. Your AI team follows up every proposal until it's a yes or a no, then takes the booking and the first payment. More proposals turn into paid work, and you chase none of them.
Monthly bookkeeping · Amira Shah
Without this
Every proposal gets followed up, politely, until it's signed or declined. You see when they open it. A lot of sales are lost to silence. People mean to reply, get busy and go with whoever reminded them.
In your words, by text and email
One board shows who enquired, who has a proposal, who is waiting and who has gone quiet. Nothing lives in your head or on a scrap of paper. You open one screen and know what to do next.
New
Quoted
Won
The client says yes and pays the deposit, retainer or invoice from their phone, by a link, by text or with tap to pay. The easier it is to say yes, the more people do. No bank details to copy and no invoice to print.
Discovery call · pay by link
2 minutes after the link was sent
Booked for Thursday 15:00
You see where your clients come from and which enquiries turn into money. So you put your time and your advertising budget where they pay, and you stop guessing.
New enquiries
44
Open quotes
12
Sales engine · Win more clients
Each part is set up for you, and we make the changes whenever you ask.
Quotes, estimates and proposals sent, then chased until it's a yes or a no.
Get paid by card from a link in a text or an email.
Take a deposit or full payment by text, or tap a card on your phone.
Every live opportunity on one board, with the next step set.
Every plan includes all eight outcomes. See the plans.
How it works
We set up your quotes or proposals, your pipeline and your payment links.
Each quote or proposal is followed up until it's a yes or a no, and you see when they open it.
When they say yes, they pay or sign up by link, by text or with tap to pay, and the deal moves on your board.
An accountant sends a proposal for monthly bookkeeping. The prospect gets two follow-ups, signs on day six and pays the first month by link.
As many as it takes to get a yes or a no, spaced out so it never feels like pestering. You agree the wording and the timing, and it stops the moment the client replies.
Yes. They can pay a deposit or an invoice by card from the message you send. You see what is paid and what is overdue.
We bring your existing contacts in during set-up, so you start with your history in place.
We set everything up and show you how it works before it goes live.
Plans start at £497 a month plus VAT. Every plan has all three engines and the AI team. See the plans page for the three plans.