A CRM with uncapped contacts
Everyone you deal with, with the history attached and plain-English search across it. Contacts are not capped on the free base, so the address book is never the reason to upgrade.
Running the business
The customer, the money and the books are one record
Take bookings, sell through checkout, answer the questions and file the receipts, without four products that each hold a different half of the same customer.
- Win the customer
- Take the money
- Answer the questions
- File the receipt
Seven jobs, one sign-in, one flat plan.
Booking pages and intake forms
Let people book time with you and answer your questions while they book, so the meeting arrives with context instead of a bare slot in a calendar.
Checkout you can embed
Manage products, customers and transactions from a seller console, and put the same checkout on your own site rather than sending buyers to a page you do not control.
Bookkeeping that reads receipts
Manual entries, CSV, and a linked bank feed, plus AI receipt scanning with automatic classification, monthly budgets, a cash-flow forecast and a one-step tax export.
A support bot on your own documents
Put a chat on your site that answers from your own documents and shows where each answer came from, by email and text too.
Analytics that point at the problem
Visitor numbers, revenue and error alerts on every plan, with the places people give up pointed out for you.
A workspace per business
Company workspaces keep each business's contacts, notes, ledger and campaigns apart, with team seats on every plan.
Four products, four bills, and one customer split across all of them.
| Capability | Connections | CRM, books, helpdesk and checkout, separately |
|---|---|---|
| Contacts with history and plain-English search | Yes | Yes |
| Booking pages and intake forms | Yes | Yes |
| Embeddable checkout on your own site | Yes | Yes |
| Bookkeeping with receipt scanning and tax export | Yes | Yes |
| AI support bot trained on your own documents | Yes | Yes |
| The buyer, the booking and the ledger entry as one record | Yes | No |
| One flat plan covering all of it | Yes | No |
| Team access as an allowance rather than per person, per tool | Yes | No |
Frequently asked questions
What does a small business actually get on one account?
A CRM with uncapped contacts, booking pages and forms for intake, hosted events with ticketing, a seller console with embedded checkout you can put on your own site, bookkeeping with receipt scanning and a Schedule C export, an email allowance the whole account shares, an AI support bot trained on your own documents, a public and indexable Q&A board, site analytics with automated friction findings, and a workspace you can share with the people who work with you.
Does it replace my bookkeeping software?
It does the small-business job: manual entries, CSV import, a linked bank feed, AI receipt scanning with automatic classification, Schedule C categorization, monthly budgets, a cash-flow forecast, and a one-action tax export. Transactions per month are set by your plan, and the ledger flags rather than blocks when you pass the line, so a January catch-up import always lands rather than being refused at the moment you most need it to work.
Can I take payments from customers?
Yes. The seller console manages products, customers, and transactions, and its checkout embeds into your own site or app rather than forcing customers onto a page you do not control. Card payments run on Stripe with Connections taking a three percent cut on top of Stripe's fee for payments it processes.
How do customers reach me?
Through a chat widget you drop on your site that answers from documentation you upload and cites what it used, over email and SMS as well as the web, and through a moderated public Q&A board attached to each bot that search engines can index. Building the bot, viewing every conversation it has had, and uploading the documents that teach it are all on the free base rather than behind a helpdesk subscription.
Can my team work in it?
Yes. Company workspaces keep each business's contacts, notes, ledger, and campaigns separate, with one workspace on the free account and more on the paid plans. Every plan lets you share a workspace with teammates, from 2 people on Free up to 100 on Business Plus, and it is an allowance rather than a per-person price, so the monthly bill does not multiply when someone joins. You can pin favourites and set a default so the picker opens where you left off.
What does the AI in it do for a business specifically?
It reads receipts into the ledger, drafts marketplace listings from photographs with a price hint from real local sold comps, answers customer questions from your own documents, writes a brief on who is coming to a meeting or an event, files facts to a contact from a pasted screenshot, and transcribes recordings with speaker labels. All of it draws one weekly token allowance shared by the account rather than a separate AI subscription per feature.
Will I know whether my website is working?
Yes. Every site you add gets a privacy-first tracking pixel, dashboards, revenue analytics, error alerting, and automated detection of the bottlenecks and friction points in your funnel, on every plan including the free base. On-page SEO scoring and trend tracking are included too, and paid plans add checks of whether AI assistants can find, read, and correctly name your site.
What if I only need one of these things?
Then use one. Nothing switches on by itself, an unused product is invisible, and there is no setup tax for the parts you ignore. The reason to start here rather than with a single-purpose tool is what happens in six months, when the second job arrives already knowing your customers instead of arriving as another migration and another integration to keep alive.