From one call to the first working day, in five steps
You do not buy blind. You try first, then decide.
- 1
A getting-to-know call
You tell us how you work today and what slows you down most. No long slide decks.
- 2
Demo environment, 7 days free
We set up an environment with the modules that matter to you so the team can try it properly.
- 3
We move what you already have
Clients, products, or leads from Excel and your current software, plus your setup: services with prices and durations, locations, schedules, invoice series, fiscal printers, forms, and reports.
- 4
We configure for your workflow
Services, fields, funnel, roles, and permissions. If something is missing, we build it.
- 5
Go live with the team
Start with one module and add the rest when you are ready.
What people ask us
How long until we go live?
It depends on what you move and how specific your workflow is. After the call we give you a realistic timeline.
Can we start with just one module?
Yes. Start with what hurts most: appointments or leads, for example: and add the rest later.
Does the team have to learn everything from scratch?
No. When you come from other software, we also bring over your setup, and invoice series continue their numbering. We rebuild the reports your team is used to, so the numbers are where they look for them.
What happens after the 7 days?
You decide. If you continue, we agree on the package together. If not, you owe nothing for the demo.
The first step is a short call
We learn how you work and set up a demo environment: 7 days free.