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Industries

Different trades, the same six steps.

Plumber, coach or agency, the work runs on the same steps: you find a lead, follow up, win the job, talk to the client, do the work and get paid. startbuddi is service business software that keeps all of that in one place, whatever your trade.

  1. You find a lead
  2. You follow up
  3. You win the work
  4. You talk to the client
  5. You do the work
  6. You get paid and see what worked
Pick your trade

Find yours and see what a normal day looks like.

Each page walks through a day in that business with startbuddi, the parts you'd actually use and the questions people in that trade ask.

AgenciesLeads, proposals, projects and invoices in one workspace, so your agency spends less time chasing and more time doing great… ConsultantsBookings, briefs, contracts and retainers in one place, so every conversation moves toward a signature. CoachesYour link in bio, bookings, payment links and check-ins in one place, so you can coach instead of doing admin. FreelancersPortfolio, quotes, deposits and delivery in one place, so you spend your time on the work, not the chasing. CleaningOnline booking, quotes, reminders and payments in one place, so your team turns up, does the job and gets paid. EventsEnquiries, quotes, suppliers, schedules and payments in one place, so every event runs on time and every invoice gets paid. IT teamsClient requests, projects, time and contracts in one place, so your IT team knows what's open, who's on it and… LogisticsQuote requests, jobs, customer updates and invoices in one place, so your team spends less time on the phone and… Plumbing and tradesMessages, estimates, jobs and invoices on your phone, so you can quote on site, book the work and get paid… RecruitmentClients, candidates, interviews and placement invoices in one place, so nothing slips between the call and the fee. SolarEnquiries, surveys, proposals, installs and instalments in one place, so every lead moves from interest to a working system. StartupsCRM, projects, goals and invoicing in one workspace, so a small team can move fast without losing track of customers…
Other trades

Don't see your trade? It probably runs the same way.

There's no special version for these yet, just the parts of startbuddi that already fit. Here's what each would use.

Accounting and bookkeeping firms
Client records, engagement letters sent for eSign, retainers billed as subscriptions and a portal for sharing files. startbuddi isn't accounting software, so your ledger stays where it is.
Legal services
Enquiry forms, consultation bookings, matters run as projects with deadlines, documents for e-signature and invoices. There are no legal-specific tools such as conflict checks.
Real estate services
Enquiries from WhatsApp and your pages in one inbox, viewings booked through your link, deals on a pipeline and follow-ups that run themselves.
Health and wellness
Online bookings with deposits and reminders, intake forms and one record per client. startbuddi isn't a clinical records system.
Professional services
Proposals and contracts, time tracking against each client, retainers and a private portal for every client.
Technology service companies
Projects with sprints and a timeline, time tracking, a shared support inbox and client portals for approvals.
Or start from the job

What do you want to get done first?

Get more customersFind good leads, see why they fit and follow up before they go cold. Manage leads and salesKnow where every deal stands without scrolling back through chats. Market your businessSend campaigns to the customers you already have. No exporting. Talk to customersEvery customer message in one inbox, with their history beside it. Let clients book youLet clients book themselves in. startbuddi sends the reminders. Run webinarsCreate the webinar, registration experience and follow-up flow in one place. Manage client workYou won the job. Now start the work without copying it all into another app. Build your online presenceMake a page people can sign up on, and keep track of everyone who does. Understand your businessSee what's working, then ask Chip what to do next.

Start with whatever's most urgent.

Sign up free and sort out one thing this week: bookings, invoices or follow-ups, your call.

Start freeBook a demo

Start with the one thing you need. The rest is there when you're ready.

Free plan available.