Small Businesses

Less chasing. More time for your business.

Enquiries, quotations, follow-ups, marketing and everyday admin — organised around the tools you already use.

Where we can help small businesses

Representative prototype · Sample data. “Offering we can scope” marks services without a delivered example shown here.

Built around the tools you already use. You approve anything that involves money or customers.

Enquiries & leads
- Capture enquiries from forms and email
- Follow up leads on time
- Keep contacts tidy in your CRM
ZohoGmail
Quotes & orders
- Prepare quotations from your rate card
- Remind customers about pending quotes
- Track orders through to delivery
Google SheetsGmail
Finance & accounts
- Chase overdue invoices politely
- Match bank and GST records
- See your monthly cash position
Microsoft ExcelZoho
Email & messages
- Draft replies for you to approve
- Sort a shared inbox by priority
- Reuse templates for customer updates
Gmail
Files & documents
- Organise shared folders
- Ask questions of policies and contracts
- Pull details out of bills and forms
Google DriveClaude
Scheduling & tasks
- Book site visits and appointments
- Assign jobs to the right person
- Send daily task reminders
Google CalendarNotion
Marketing & design
- Social posts and creatives
- Brochures and presentations
- A monthly content calendar
InstagramLinkedInFigma
Reports & dashboards
- A weekly summary for the owner
- Sales and expense overviews
- Simple dashboards from your data
Google SheetsZoho
Team & HR admin
- Onboarding checklists for new joiners
- Leave and attendance records
- Payroll inputs ready for review
Google SheetsGoogle Drive