The Pick List
Point at the ones you want.
Tick the ones that sound like your week. When you send them, they arrive with your message so we know exactly what to scope. Can't find yours? Describe it on the contact page.
Not sure where to begin? Each set ticks three things we'd look at first for that kind of business. Change any of them.
Phones and missed calls
Leads and sales
Reviews and reputation
Scheduling and bookings
Invoicing and payments
Documents and contracts
Team and operations
Inventory and purchasing
Monitoring and research
Reporting and dashboards
Inbox and communication
Marketing and content
Websites and tools
Checks on AI you already use
Every item works the same way. It runs on accounts you own. Anything a customer sees is written with you and can wait for your approval. Nobody gets a text or a call who hasn't asked to hear from you. And you see a written scope before we build.
Platforms Worth Considering
No-code, low-code, AI, and the tools you already pay for.
The software your business probably already runs on, and the tools we'd reach for to connect it. If you don't recognize most of these, that's fine: it's the list we work from, not a test. Some let outside software connect and some don't, and we check before we scope.
Phones and messaging
- Twilio
- Telnyx
- Quo (OpenPhone)
- RingCentral
- Dialpad
- Nextiva
- Grasshopper
- JustCall
- Google Voice
- Retell AI
- Vapi
- WhatsApp Business
CRM and sales
- HubSpot
- Salesforce
- Pipedrive
- GoHighLevel
- Keap
- Close
- Follow Up Boss
- kvCORE
- Clio
- MyCase
- Lawmatics
- Angi
- Thumbtack
- Houzz
Scheduling and field service
- Jobber
- Housecall Pro
- ServiceTitan
- FieldEdge
- Acuity
- Square Appointments
- Mindbody
- Vagaro
- Booksy
- GlossGenius
- Jane
- Cliniko
- SimplePractice
- Open Dental
Accounting and payments
- QuickBooks
- FreshBooks
- Wave
- Clover
- Toast
- Bill.com
- Melio
Documents and signatures
- Google Workspace
- Microsoft 365
- DocuSign
- PandaDoc
- Adobe Acrobat Sign
Data and operations
- Google Sheets
- Smartsheet
- monday.com
- ClickUp
Marketing and reviews
- Google Business Profile
- Meta Ads
- Google Ads
- Klaviyo
- Constant Contact
- Beehiiv
- Canva
- Later
- Metricool
- Birdeye
- NiceJob
Communication
- Gmail
- Outlook
- Slack
- Microsoft Teams
- Google Meet
Web and commerce
- Etsy
- Amazon Seller Central
AI and automation
- OpenAI
- Google Gemini
- Perplexity
- NotebookLM
- Lindy
- Lovable
Not on the list? Most software with an API or an export can be connected. Marks shown are the property of their owners and don't imply a partnership.
Made your picks?
Send them with a line about your business and the software you use. That's enough for us to scope it.