DEMO MODE · tree-themed sample data · emails and external AI calls disabled
Demo Client Management System
CRM · Pricing · Proposals · Risk · Todos
Connected operations workflow

One system from first enquiry to finished job.

A joined-up client management system for service businesses that need quoting, proposals, documents, risk assessments, invoices, reminders and follow-ups to all work from the same job record.

Open the CRM Try instant quote magic View client proposal

A guided walkthrough of the workflow

Follow the steps in order to see how one enquiry becomes a priced quote, a client-facing proposal, the internal documents needed to deliver the work, and the follow-up tasks that keep the job moving.

Step1

Capture every enquiry in the CRM

Track leads, site visits, proposals, booked work, invoices, reviews and follow-ups in one visual pipeline.

  • Each job stores the client, job title, address, quote code, todos and risk assessment link.
  • The board gives a fast sales overview while the table view gives a cleaner job list.
Open CRM
Step2

Price work using your own operating rules

The calculator turns work type, tree size, arisings, access, distance, crew size and programme assumptions into a structured quote.

  • Quotes are based on measurable business processes rather than guesswork.
  • Saved quote data can feed proposals, invoices, risk assessments and todos.
Open pricing Saved quotes
AI-enabled magic button

Turn rough site notes into a first-draft quote in seconds.

The Magic Button uses AI to read typed notes or a voice recording, then converts them into structured quote data using the estimating metrics worked out for the business.

  • Pulls out tree names, work required, access issues, arisings, distance and likely crew assumptions.
  • Uses the business' own pricing logic, so AI speeds up the admin without replacing the estimator's judgement.
  • Everything remains editable, so the estimator keeps control before anything is saved or sent.
Try the AI magic button
Step3

Send a polished client proposal

A saved quote can become a professional proposal with project background, site address, scope, access notes, programme assumptions, costs, booking acceptance and terms.

  • The client link can be shared directly without rebuilding the document manually.
  • Views, approvals and booking details can be tracked against the quote.
Client proposal
Step4

Generate documents from the same job data

The same job record can populate contracts, invoices, method statements, risk assessments, work instructions and client-facing documents.

  • Job title, address, scope, price, terms, access notes and risk information stay consistent.
  • The office spends less time copying details between spreadsheets, documents and emails.
Generate an invoice
Step5

Create a Risk Assessment

Build site-specific risk assessments from the job information already captured, then keep the risk document linked to the job.

  • Client, site address, work scope, access notes and controls can be carried through.
  • The system supports a cleaner handover between quoting, planning and site delivery.
Create a Risk Assessment
Step6

Keep follow-ups visible with todos

Todos make quote chasing, site checks, document preparation, invoice reminders and review requests visible across the workflow.

  • Follow-ups can sit against the job rather than being lost in notes or inboxes.
  • The todo board gives a quick operational view of what needs action.
Todo board
What happens next

Automate the client communication around the workflow.

The next layer is automated email sending for documents, proposals, invoices and reminders, so the system can follow up at the right time without relying on manual chasing.

  • Proposal links, booking reminders, invoice emails and review requests can be triggered from job status.
  • The result is a system that helps the team act, not just store information.

Built to be owned, not rented

No monthly software subscription.The system can be deployed as your own tool rather than another rented SaaS product.
Custom workflow, not a forced template.Stages, fields, quote logic, documents, branding and permissions can be shaped around exactly how the business operates.
Your processes become reusable software.The knowledge normally held in spreadsheets, Word templates and people’s heads becomes a repeatable workflow.
One record powers the whole journey.CRM, pricing, proposals, risk, invoices and todos all pull from the same job information.