Your business on one screen

One screen with today's numbers, every lead, and an AI assistant that drafts the follow-up work for a person on your team to approve. Same base for every business, with the modules your business actually needs.

Built for your kind of business

Gyms and studiosNew member inquiries in one list, follow-up drafted for every one, and the day's numbers on one screen. Optional front-counter register and stock tracking for the juice bar, supplements and apparel.
Salons and spasEvery booking inquiry from the website and the phone in one place, follow-up for people who asked and did not book, and optional retail stock with reorder alerts.
Roofers and contractorsEvery estimate request with where it came from, follow-up on open estimates, and a clear view of which leads became jobs.
Clinics (marketing only)Lead flow, follow-up and reporting for the marketing side. No patient records and no clinical calls.

What is on the screen today

These modules run in our own office every day. They are what your build starts from.

Overview LiveThe landing page after you sign in: open leads, new leads this week, calls booked, invoices open, team activity, and two charts (new leads per week, payments per month). Every number comes from your own saved records, not estimates.
Leads LiveEvery inquiry in one list with its source, contact details and full history. Filter to the leads with a phone number, search by name, and open the whole record in one click.
Back-office assistant with an approval queue LiveThe assistant drafts the routine work (follow-up for a new website lead, a retry on a declined card, a draft invoice or monthly report) and puts it in a "Decisions waiting on you" list. You approve or decline. It never refunds, cancels or writes anyone off on its own, and it stops any follow-up for someone who asked not to be contacted.
Automation cards LiveEach automation shows what it does, how it was done by hand before, how many times it ran in the last 30 days, and an on/off switch. Time saved appears only after you enter how many minutes the task took by hand, so the number is yours, not ours.
Search and phone layout LiveOne search box that finds any lead or client, and a layout that works at phone width.
Campaigns and segments ComingGroups such as "inquired, never booked" or "past customers, quiet for 90 days" with email follow-up to people who opted in. In development.
AI receptionist numbers ComingAfter-hours calls answered, bookings made and reply times, shown on the same screen. In development; the AI receptionist itself is set up today as its own service.

Optional modules for your build

These are not features of our own office. They are modules we scope into a client's build when the business needs them, quoted per build.

Register by category OptionalA simple front-counter register organized by category (for a gym: juice bar, supplements, apparel) with the customer or member attached to each sale, built around the card processor you already use.
Inventory with reorder points OptionalProducts tracked with what is under its reorder point, what is out of stock and stock value at cost. The assistant drafts the purchase order; a person on your team places it.

How a build works

A call to map your business: where leads come from, what your team does by hand, and which numbers you check every morning.
We pick the modules and write down, for each automation, what it does and how long the task takes your team by hand today.
We build the screen, connect your website form and the tools you already use, and test it with your team.
You go live. Each month we review the automation cards with you: what ran, what was approved, and what to change.

Connect it to anything

Your screen should not be one more island. Here is exactly what connects today, and what does not yet.

Website form to lead list LiveEvery inquiry from your website's form lands in your lead list with the page it came from, the message and the time. If the hand-off fails, it is retried and kept, so an inquiry is not lost. A request to stop contact goes straight onto a permanent do-not-contact list that every channel checks.
Team alert on a warm lead LiveA new website inquiry can send one short alert to your team's group chat with the business name, the number and the page, never the private message.
Outbound webhooks ComingSending your own events (a new lead, a booking) out to the tools you already use. In development; we will list it here when it is live.
AI-assistant connection (MCP) ComingLetting an AI assistant you use read your leads with the same permissions your team has. In development; not available yet.

What we will not do

Show made-up numbers. Every count on the screen comes from your own records; time saved uses the minutes your team gives us.
Let the assistant act on money or customers' accounts without a person's approval.
Contact anyone who asked not to be contacted, or send cold texts or cold AI calls.

Questions owners ask

Is this software I have to set up myself?

No. We build the screen for your business, connect your website form and the tools you already use, and keep it running. You and your team sign in and use it.

Can it take payments or run my front counter?

A register and an inventory module can be scoped into your build if you need them. They are optional, quoted per build, and built around the card processor you already use.

Does the AI do things without asking?

The assistant drafts the work and recommends a decision. A person on your team approves or declines it, and every decision is logged with its reason.

Do you build this for medical clinics?

For dental practices, doctors and clinics we build the marketing side only: leads, follow-up and reporting. We do not handle patient records or clinical calls.

What does it cost?

Every build is scoped on a call because the modules differ by business. Call or email us and we will walk you through the options.