Run the whole business from one portal.
Your , , , and , in one place you can shape to fit how you work.
Click any of the underlined words to see that part of the portal.
Patients 1,284 people
| Name | Phone | Tags | Last visit |
|---|---|---|---|
| Maria Alvarez | (512) 555-0142 | active | Oct 14 |
| James Okafor | (512) 555-0187 | new-patient | Oct 12 |
| Priya Raman | (737) 555-0119 | referral | Oct 9 |
| Tom Becker | (512) 555-0163 | active | Oct 3 |
| Lena Fischer | (737) 555-0104 | lapsed | Jul 22 |
Inbox James Okafor
Cases $48,200 open
Thursday Booked online and by the front desk
New patient welcome On
What’s inside
The everyday tools a business runs on, connected so a contact, their emails, their bookings and their deals all live on one page.
Contacts and companies
Every person and business you work with, with their history, notes, tags and custom fields. Import a spreadsheet in minutes.
Email inbox
Send and receive from the portal, threaded by conversation. Connect your own Microsoft or Gmail mailbox, or send from your own domain.
Deals pipeline
A board for every opportunity. Drag cards between stages, set values, and see what’s likely to close.
Calendar and booking pages
Public booking pages people use to book themselves, on your own web address if you like.
Automations
When something happens, do the next thing: tag, email, assign, create a task. No more remembering to follow up.
Dashboards and reports
Build the numbers you care about from any field. Lead sources, revenue, response times, whatever you track.
Tasks
Due dates, owners and reminders, linked to the contact or deal they’re about.
Ready-made setups
Pick your industry and start with a pipeline, fields and labels that fit: medical, legal, home services, real estate, technology and more.
Built for agencies, too
Run every client from one login. Each client gets their own private workspace, and they only ever see your brand.
- A workspace per clientTheir contacts, inbox and pipeline stay separate. Jump between clients in a keystroke.
- Your name on itPut the portal on your own address, with your logo, colours and fonts.
- Your plans, your pricesSet the plans you sell and what each client pays.
- Roles that fitGive your team and each client’s staff exactly the access they need.
Shaped around you, not the other way round
Rename anything, add your own fields, design your pipeline stages and dashboards. Pick from more than 1,800 fonts and your own colours, in light or dark.
What’s coming next
We’re building these now.
- Texting
- Invoices with open and view tracking
- Online payments
- Document e-signatures
Bring it all into one place.
Set up your account in a couple of minutes.