The connected business platform
Customers, appointments, orders and accounts — one connected system.
Hello Business Platform is configured around the way your company works. For a distributor it connects purchasing, stock, delivery and accounts. For an appointment business it connects enquiries, customer records, bookings, reminders and payments. The same foundation keeps every team working from the same information.
Book a callPhone call
2 min 18 sec
Customer
Can I book a cleaning next Tuesday afternoon?
AI booking assistant
We have 2:30 or 4:00 available. Which works better?
Customer
2:30, please.
Text message
SMS · 10:14
Customer
Can I move my appointment to Thursday morning?
AI booking assistant
10:00 is available. Would you like me to move it?
Customer
Yes, thank you.
Booking system
Appointments confirmed
Tue 2:30 PM · Thu 10:00 AM
- Customer and appointment records updated
- Confirmation sent by text message
- Reminder scheduled 24 hours before
What it can cover
- CRM and customer follow-up
- Contacts, enquiries, conversation history, opportunities and follow-up tasks stay on one customer record instead of being split across inboxes and spreadsheets.
- Appointments and scheduling
- Bookings, changes, cancellations, staff availability, confirmations and reminders stay connected to the customer and the work being delivered.
- Sales and purchasing
- Quotations, sales orders, purchase orders and supplier bills share the same records, without retyping information between departments.
- Stock across locations
- Warehouses, shopfronts, transfers, batches, expiry dates and live availability when the business carries physical stock.
- Accounts and payments
- Invoices, payments, taxes and statements come from the underlying work, so operations and accounts tell the same story.
- Delivery and service operations
- Delivery notes, pick lists, service jobs and the paperwork your team needs are generated from the customer request.
- Production and packing
- Bills of materials and work orders for light manufacturing, packing and repacking.
- Staff, approvals and custom modules
- Staff records, leave, approvals and the parts specific to your trade are built into the workflow instead of kept beside it.
What we automate around it
The platform keeps the records together; automation carries the work between them without somebody opening every screen.
- New enquiries create or update the CRM record and assign the right follow-up.
- Bookings, confirmations and reminders stay in step with staff schedules.
- Orders arrive already created, stock moves when someone scans, and accounts update from the same transaction.
- The reports your team builds by hand compile and send themselves.
Would this fit the way you work?
The honest answer is sometimes no. A 30-minute call is enough for both of us to find out.
Book a call