Back Office Magic Maker!

Stop using wasting time with back-office work!

Streamline & Automate Administrative Tasks Today!

SCHEDULE A DEMO Today!

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We Built This Platform For You!

As long as you can say yes to one of the following, we built this platform just for you!

  • Professional Services Company
  • Marketing Agency
  • B2B Consultant
  • Have several software platforms and apps that don't really communicate well with each other
  • You want more functionality, more customization & more user friendly but not more complicated systems

Master Optimization Hub

Having a Master Optimization Hub can streamline tasks, maximize valuable time & eliminate many back-office tasks.

This helps you build and grow your business, and increase revenue and profits, without burning out you or your employees.

My clients often tell me, “I only wish I’d hired you sooner!” So I asked them—’what are the symptoms that tells you that you needed my help,’ and here’s what they said:


  • You can't figure out how to build and grow your business while ALSO managing the work to be completed.
  • You spend alot of time with emails and calls that take you away from billable tasks or business development.
  • You feel like there's a way to improve processes but don't know where to start or what to do.
  • You have several platforms (like CRM, Customer Project Management, Accounting, Communication, Document Storage, Productivity, and/or Sales & Support platforms to operate your business but none really integrate well with each other.
  • You have experienced the GROWTH PARADOX! Your growing nicely all to have it tumbling down.
  • You know or want to delegate more, but don't know how to section off your workload.
  • You want to find a way to spend more time with children or family.
  • You're too small to hire more people, but know that you need or want to.
  • Even if you hired someone, you know that it will require training, which you don't have time for.

SCHEDULE A DEMO Today!

I was so exhausted with growing my business and servicing clients that I couldn't do either in the amount of time I had to work. So when I looked for a solution, I was profoundly surprised how much this small platform could automate 75% of our workflow!

— Karen D.

Plans for all levels

We know everyone is starting this journey from different places. Whether you’re a solopreneur or a 20 million dollar company, there is a package for you!

Each plan is has been designed with the functionality that can be best used for your organization. However, if there is something in one plan that you want, we're happy to discuss an affordable custom plan just for your specific needs.

Solopreneur & Micro Business

For solopreneurs or businesses with 1 to 5 employees who don't have the luxury of hiring more staff at this time, nor flexible marketing budget to increase growth.

  • Up to 50 active customers
  • 1 User Login (but multiple people can access)
  • 3 Contract Template
  • 3 Pricing Options
  • FREE for 30 days

$199/month Starter Package

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Established Business

For established businesses with 5 to 20 Employees, with at least $500,000 in annual revenue, who have several delineated departments who need to communicate with each other.

  • Up to 10 Contracts Templates
  • Up to 10 Pricing Packages/Options
  • Up to 10 User Logins
  • FREE for 30 days

$995/month Starter Package

Larger Organization

For large organizations with at least 50 employees and at least $1 million in revenue. You have a more sophisticated & detailed workflow, requiring constant & consistent communication.

  • Unlimited Contract Templates
  • Unlimited Pricing/Packages
  • Unlimited User Logins
  • Custom Workflow Design
  • FREE for 30 days

$1,995/month Starter Package