Launch
For start-ups and solo owners keeping one company organized.
- 1 Company workspace
- Customers, contacts, and vendors
- Invoices and expense tracking
- Basic dashboard and exports
A simpler pricing direction with fewer choices, clearer upgrades, and a 15-day free trial before paid subscription billing begins.
Inspired by common CRM tiers: start with core records, add follow-up and reporting, then expand into advanced controls and support.
For start-ups and solo owners keeping one company organized.
For small businesses tracking follow-up and cash flow.
For owners managing multiple brands, vendors, products, and reporting.
For operators who want room to scale without worrying about company limits.
These are practical upgrades that fit the current app architecture and can be built after beta feedback.
Connect approved plan buttons to Stripe links first, then add webhooks later.
Use Stripe webhooks to update plan/status after payment is stable.
Extend the product list into stock counts, low-stock notes, and product history.
Give an accountant limited read/export access without handing over the main admin login.
Improve receipt uploads with review fields for vendor, amount, date, and category.
Add clearer paid, unpaid, overdue, and partial-payment workflows for invoices.
Create repeat invoice templates for retainers, subscriptions, and scheduled work.
More workflow improvements will be shaped by beta feedback and real business use.