⇢Client flows
One link takes a new client from choosing a service through intake questions, booking, your agreement and a deposit, into their own portal. Add-ons price themselves into the deposit. Leave halfway and the draft waits with a resume link. Pro Axis creates the client, the project and the invoice behind it.
One linkBook and payResume linkPortal
↻Automations that run
Built-in flows cover the whole journey: welcome and onboard, chase the invoice, ask for the testimonial and the referral, recover a flow that stalled, re-engage a quiet client. Switch one on, or describe what you want in plain words and Pro Axis writes the flow for you to review. Explain and dry-run any flow before it goes live.
Multi-stepDry runAI drafts, you send
◍CRM with a memory
Every client on one page: projects, invoices, agreements, meetings, files, notes and every automation that ran, in one timeline, with a health score and the next best action. Import your contacts from a spreadsheet to start.
TimelineHealthNext actionCSV import
!What needs you today
Home opens on what needs attention: overdue money, unsigned agreements, waiting leads, overdue tasks, flows that gave up and clients going quiet. Each item is scored in the open, with retry and dismiss. Your first week is a short list that ticks itself off as the business gets set up to be paid.
Overdue moneyQuiet clientsFirst week
♡Keep the clients you have
Goals and a success plan per client, a check-in cadence, feedback with testimonial consent, renewal tracking, and retainers that invoice themselves. When a plan ends, Pro Axis suggests the next offer.
Check-insTestimonialsRenewalsRetainers
▤Booking that takes payment
A public booking page with your services, durations and prices. Take a deposit or the full amount up front, or let them pay at the appointment. Guests see their own time zone.
PhoneIn personZoom
$Invoices and pay links
Build the invoice from a template, preview it live, send it with a PDF attached and a link to pay.
TemplatesPDFPay link
✎Agreements and e-sign
Send an agreement from a template and keep it with the client it belongs to, then have the client read and sign it at a link. On every plan, at no extra cost. Both of you get a signed copy with a signature certificate.
Every planTemplatesSigned copy and certificate
◫A portal that works both ways
Every client gets a portal: what they still need to do, files to approve or send back, uploads with versions, and messages in both directions. You ask for files, answers and approvals from the client hub. Buyers get their own sign-in for their orders.
ApprovalsUploadsMessages
◈Sell
Your storefront: digital products, memberships and bookings sold as products, with discount codes, instalments, funnels, affiliates and checkout pages. Buyers get their own sign-in. A $9.99 a month add-on on Basic, included in Standard and Premium.
$9.99 on BasicIncluded in Standard
▶Live, coming soon
Go live to your audience with a moderated chat and up to two moderators, pin what you are selling, and keep the recording. Coming soon, and not part of any plan yet.
Coming soonModerated chatRecordings kept
⊟Lead forms and pipelines
Twelve starter lead forms to put on your own site, and a pipeline for every deal. A qualified-lead rule and a one-line read on every lead tell you who to call first. On Standard and Premium.
Standard and up12 startersPipelines
▣A template library for your trade
216 block-based templates and 36 industry kits in eight themes: agreements, pricing guides, questionnaires, welcome packets and portal pages, with real previews for desktop and phone. Install a kit into a client flow and every document uses the client's real name.
216 templates36 kits8 themes
⚙Set up for your kind of business
Setup asks what you do and how you get paid, then names things the way you do and hides what you do not use. Thirteen packs, from coaches to home services. Everything hidden is one click away, and every answer can change later.
13 packsRename anything
◔Books and reports
Track income and expenses and see clear reports without a shadow spreadsheet. Team reports on Standard and Premium show who did what, with response time, touches, money and tasks per person.
IncomeExpensesTeam reports
✓Tasks and calendar
Time-blocked tasks tied to a client, shown in the list and on the calendar with your bookings.
Time blocksCalendar
◇Four document styles
Pick a look once and every document follows it: Statement, Studio, Classic or Heritage.
StatementStudioClassicHeritage
⊞History
Every consequential change is written down, with what changed, by whom, and when. Filter it, diff it, export it.
Audit logCSV