01
Name the workflow
Start with the business process that is slow, fragmented, or hard to track.
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Start with the process that is slow or hard to track. We’ll scope only the records, roles, and integrations it needs.
Start with the process that is slow or hard to track. We’ll scope only the records, roles, and integrations it needs.
A straightforward path from scope to launch.
Start with the business process that is slow, fragmented, or hard to track.
Select the portal, CRM, payments, roles, and automation capabilities that belong.
We confirm data ownership, access, integrations, handoffs, and the written scope.
We document ownership, acceptance checks, ongoing responsibilities, and the next review point.
Delivery and costs
We confirm what can run automatically, what needs your approval, and any provider or supplier charges before work starts. Connections depend on your project and are not included unless the quote says so.
Your written quote names the selected providers, included work, quantities, usage limits, supplier costs, and approvals. Provider usage, advertising spend, hardware, shipping, taxes, travel, and work outside the approved scope are itemized when they apply.
Loading this page. This should only take a moment.
Start with the process that is slow or hard to track. We’ll scope only the records, roles, and integrations it needs.
Start with the process that is slow or hard to track. We’ll scope only the records, roles, and integrations it needs.
A straightforward path from scope to launch.
Start with the business process that is slow, fragmented, or hard to track.
Select the portal, CRM, payments, roles, and automation capabilities that belong.
We confirm data ownership, access, integrations, handoffs, and the written scope.
We document ownership, acceptance checks, ongoing responsibilities, and the next review point.
Delivery and costs
We confirm what can run automatically, what needs your approval, and any provider or supplier charges before work starts. Connections depend on your project and are not included unless the quote says so.
Your written quote names the selected providers, included work, quantities, usage limits, supplier costs, and approvals. Provider usage, advertising spend, hardware, shipping, taxes, travel, and work outside the approved scope are itemized when they apply.
Business systems
Choose the components that support the outcome. Each selection remains visible for review before approval.
01
Choose the outcome
A portal, an internal workspace, or payments.
02
Add what connects
Automation and identity are optional layers.
03
Review before approval
Your estimate keeps one-time and monthly costs clear.
One-time build & setup
Choose the foundation that fits the work: payments, an internal dashboard, or a customer portal. We confirm the final requirements before anything is approved.
User & Auth System
A complete logins, profiles, and access-control system for your site. Start with the Standard sign-in foundation for built-in accounts, or choose Advanced Managed Identity for passkeys, MFA, social sign-in, teams, and SSO. The configurator separates the one-time build from any selected managed monthly identity price.
Select Standard for a one-time sign-in build, or Advanced to see its separate one-time build and managed monthly identity price.
Payments & Billing Setup
Full online payments wired into your site — one-time charges, subscriptions, invoices and a customer billing portal — set up on a secure, PCI-compliant processor.
Planning range only. How final pricing works
Customer Portal
Optional monthly Care is recommended for maintenance, monitoring, and future updates; required hosting is separate.
A logged-in area where your customers can see their own information — orders, bookings, documents, invoices, or project status — without emailing you for it.
Planning range only. How final pricing works
Admin Dashboard & CRM
Optional monthly Care is recommended for maintenance, monitoring, and future updates; required hosting is separate.
A private back-office dashboard built into your site — manage leads, customers, bookings, and content from one secure place instead of juggling spreadsheets.
Planning range only. How final pricing works
Ongoing managed services
Connect the tools you already use and automate repeat work. This is a monthly service only when you choose ongoing management.
Workflow & Automation Engine
A managed automation engine that connects your site to approved tools such as CRMs, spreadsheets, messaging, and payments, then runs supervised multi-step workflows with defined owners and failure handling.
Planning range only. How final pricing works
No. It is a focused starting path; fixed items can be selected now while custom integrations are quoted separately.
Business systems
Choose the components that support the outcome. Each selection remains visible for review before approval.
01
Choose the outcome
A portal, an internal workspace, or payments.
02
Add what connects
Automation and identity are optional layers.
03
Review before approval
Your estimate keeps one-time and monthly costs clear.
One-time build & setup
Choose the foundation that fits the work: payments, an internal dashboard, or a customer portal. We confirm the final requirements before anything is approved.
User & Auth System
A complete logins, profiles, and access-control system for your site. Start with the Standard sign-in foundation for built-in accounts, or choose Advanced Managed Identity for passkeys, MFA, social sign-in, teams, and SSO. The configurator separates the one-time build from any selected managed monthly identity price.
Select Standard for a one-time sign-in build, or Advanced to see its separate one-time build and managed monthly identity price.
Payments & Billing Setup
Full online payments wired into your site — one-time charges, subscriptions, invoices and a customer billing portal — set up on a secure, PCI-compliant processor.
Planning range only. How final pricing works
Customer Portal
Optional monthly Care is recommended for maintenance, monitoring, and future updates; required hosting is separate.
A logged-in area where your customers can see their own information — orders, bookings, documents, invoices, or project status — without emailing you for it.
Planning range only. How final pricing works
Admin Dashboard & CRM
Optional monthly Care is recommended for maintenance, monitoring, and future updates; required hosting is separate.
A private back-office dashboard built into your site — manage leads, customers, bookings, and content from one secure place instead of juggling spreadsheets.
Planning range only. How final pricing works
Ongoing managed services
Connect the tools you already use and automate repeat work. This is a monthly service only when you choose ongoing management.
Workflow & Automation Engine
A managed automation engine that connects your site to approved tools such as CRMs, spreadsheets, messaging, and payments, then runs supervised multi-step workflows with defined owners and failure handling.
Planning range only. How final pricing works
No. It is a focused starting path; fixed items can be selected now while custom integrations are quoted separately.