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Features

Service marketing

Standardise your service offering and allow clients to engage you online.

Services & bundles

Set up individual services and create bundles. Include these in proposals or enable clients to purchase directly.

Contacts

Import contacts from Xero, Quickbooks. Group entities together for easy maintenance.

Client onboarding

Automatically onboard clients and collect their contact and account details.

ID verification

Use digital ID verification to verify the identity of new clients (coming soon).

Proposals

Write proposals quickly using pre-written agreements and services.

Digital signatures

Once your client accepts the proposal, both parties will digitally sign the contract.

Billing & payments

Bill in various ways, from installments to single payments. Enable direct debit or automated invoicing.

Client portal

Your clients can access and digitally sign proposals via their mobile

Client entity management

Your client can setup all of their legal entities including all directors, beneficiaries and stakeholders. (coming soon)

Client Forms

Collect information from your clients including documents with ease. (coming soon)
Pricing
The Lab
- Research Initiatives
- Sales Articles
Contact

Business Activity

October 5, 2022

It can be useful to strip away complexity and focus on core business vectors. These are the components of an economy that encapsulate primary business functions.

Andrew Noble

Accountant, Technologist & Futurist

Service marketing

Services & bundles

Contacts

Client onboarding

ID verification

Proposals

Digital signatures

Billing & payments

Client portal

Client entity management

Client Forms

Business Activity

Andrew Noble

Digital Deal Flow for Service Providers