Join / EnquireThe one system for everything a solo expert needs to track
Clients, appointments, fees, invoices, receipts and a Knowledge Base — one loop instead of a siloed system of a Google Doc, a name-card box and a spreadsheet.
Capture it on the spot, not from faded memory.
Session 5 of 10? A lead’s property type and budget? Log it while it’s fresh.
- Your records stay on your phone and in your own Google Drive.
- Book it once and it appears in your Google Calendar.
- Works on phone, tablet and computer.
- A 14-day trial to start.
Built for the solo operator
No team, no admin screens, no back office to set up — and no one else to catch what gets dropped. Used today by, among others —
Three things, one system
Scan, dictate, tap, check.
Capture it once, at the source. A receipt gets scanned the moment it's in hand; a client, requirement, appointment, reminder or task gets logged the moment it happens. An important document or link gets saved in the Knowledge Base. Nothing gets re-typed, re-found, or re-explained from memory three months later.
Revenue and spending side by side. Client profile and follow-up.
Two sides, one place. Client and Lead Management is the revenue side: who's coming in, who's converting, who's worth a follow-up call today. Expense tracking is the expenditure side: what you paid, to which supplier or vendor, and when — captured once and already dated, ready for your account books and tax filing.
Less time searching. More time growing. Insights show what works — do more.
The rut becomes the loop here. Once you're organised and have clarity, you find what's actually working, fast. The system doesn't just hand your own information back to you — it hands you clarity on where to focus, and the insight you need to expand.
Your day, in one place
Appointments and knowledge base. Client profile and requirements. Projects and tasks. Calendar and reminders. Goals and habits.
Your rules: pick up to ten shortcuts, in your order.
Said it out loud? Save it as a voice note before you forget.
Phone on the road. Computer at your desk. Same app.
Built for the tools solo operators actually run on
Everything about a client in one place: contact details, appointments, session packages and consultation notes. Pick up where you left off — no rebuilding from memory.
Four stages — Hot, Warm, Lukewarm, Cold — so no lead goes quiet unnoticed in a spreadsheet column. Capture the profile on the spot — for property: new launch or resale, budget and timeline.
Four stages — Plan, Do, Check, Closing — the same cycle a Gantt chart runs on, without needing a Gantt chart to read it.
Scan expenditure receipts. Issue invoices and receipts. Revenue and spending side by side, exportable as CSV.
See which sources and clients bring in the revenue, who comes back, and who has stayed longest — so you know where to focus.
Links to your Docs, Sheets and Drive files, kept in one tidy place inside the app.
Set your goals: physical, mental, spiritual, whatever it is. Create activities for them and a place on your schedule — keep them aligned with who you are and what you offer.
It runs on Google, not around it
- Sign in with the Google account you already use.
- Book the appointment once and it shows up in your Google Calendar, with an option to send your client a reminder by WhatsApp, SMS or email.
- Everything backs up to your own Google Drive — not a server anyone else runs.
On security, plainly: unlike cloud-based business apps, which keep your records on their servers, ours never see them. Your records live on your phone and in your own Drive, nowhere else. One tap erases everything on your phone — it is your data. Read the full security page.
Three questions people ask
- Does it work offline?
- What happens to my records if I stop?
- How do I cancel?
Powering Your Success.
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