Solutions

Configured for how your industry actually works

A template is a curated set of modules, roles, workflows, and agents. It is a starting point, not a cage — every part of it is editable down to the field.

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Industry templates

Pre-built for the businesses you serve

Each template is a curated set of modules, roles, workflows, and AI agents — configured for how that industry actually runs, and editable down to the field.

4.2×

faster onboarding

Churches

Every ministry in one place

Members, groups, giving, events, and volunteer scheduling — with an AI assistant that answers questions day and night.

DonationsMembershipsScheduling+2

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31%

fewer no-shows

Healthcare

Patient operations without the paperwork

Intake, scheduling, reminders, and secure document exchange with audit trails built for compliance reviews.

SchedulingClient PortalsVoice AI+1

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9 hrs

saved per attorney/week

Law Firms

Matters, intake, and billing in one system

Conflict-checked intake, matter pipelines, document search across every file, and trust-aware invoicing.

CRMDocumentsAI Document Search+1

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<15s

average lead response

Real Estate

Never lose a lead to response time

Voice and SMS agents answer instantly, qualify, and book showings straight into the right agent calendar.

CRMVoice AIScheduling+1

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68%

gross margin on resale

Marketing Agencies

Resell an entire platform as your own

Your brand, your domain, your pricing. Spin up a fully provisioned client workspace in under a minute.

White LabelCRMChatbot+1

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2.7×

client retention

Coaching

Programs, sessions, and accountability

Sell programs, schedule sessions, deliver course content, and keep clients moving with automated check-ins.

CoursesMembershipsScheduling+1

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22%

faster invoice cycle

Construction

From estimate to final invoice

Estimates, change orders, crew scheduling, and job-costing that reconciles against the accounting module.

EstimatesInventoryPayroll+1

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3×

enrollment throughput

Education

Enrollment through completion

Applications, cohorts, coursework, and family communication with portals for students and guardians.

CoursesMembershipsClient Portals+1

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18%

lift in repeat visits

Restaurants

Fill tables, keep regulars

Reservations, waitlists, loyalty, and a voice agent that takes orders when every line is busy.

SchedulingVoice AIInventory+1

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41%

more recurring donors

Nonprofits

Donors, grants, and impact

Recurring giving, donor journeys, volunteer coordination, and board-ready impact reporting.

DonationsCRMEmail Marketing+1

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100%

of actions audited

Financial Services

Advice at scale, evidence on file

Client onboarding, document collection, review cadences, and an audit log that answers every examiner question.

CRMClient PortalsDocuments+1

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Don't see your industry?

Templates are just configuration. Tell us how your vertical works and we'll build it with you.

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Build. Brand. Scale.

Launch your first branded product this month

Start free for 14 days. Bring one client, brand the portal, connect a domain, and see the whole workflow end to end before you pay anything.

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