CRM & customer management
Keep every opportunity in view.Bring new inquiries, customer details, notes and sales stages into one place, so the next conversation starts with context.
Make every introduction a next step. Put your booking, quote or payment page one tap away—and grow toward connected CRM, estimates, invoices and follow-ups.

Build toward a connected customer journey—from the first introduction to a booked appointment, an approved estimate and a paid invoice.
Bring new inquiries, customer details, notes and sales stages into one place, so the next conversation starts with context.
Let customers choose a time, confirm their appointment and receive reminders—with less back-and-forth.
Turn a service inquiry into a clear estimate, send it for approval and keep track of the customer’s decision.
Create invoices for approved work and follow their status from sent to paid, with reminders when a balance is due.
Connect a supported payment provider to collect deposits or invoice payments and track them alongside the customer record.
Plan timely follow-ups for new inquiries, pending estimates and repeat service, with customer communication preferences respected.
Your profile button can link to an existing booking, quote or payment page today. Connected CRM and automated workflows are planned upgrades.
Opens your email app. Business tools are not included in the $49 card price. Plans, availability and any payment-processing fees will be confirmed separately.
Start with a card and a free profile. Choose what happens next.
Set up your free profile and link the booking, quote or payment page you already use.
A tap on a compatible phone or a QR scan opens your profile and its next-step button.
Keep your profile up to date. Explore planned CRM and workflow upgrades as your business grows.
Introduce your business, show what you do and make it easy for a prospect to act. Your profile connects the person holding the phone to the page you choose.
You can start your profile before buying a card.
Business consultant · Morgan & Co.
Charlotte, NC
Clear strategy. Practical next steps. Helping small businesses turn their next idea into progress.

A confident first impression. A connection that keeps up.
Opens your email app. No payment is collected here. Availability, delivery, taxes and shipping will be confirmed before ordering.
Included for the lifetime of the supported BSB-365 service. CRM, booking, estimates, billing and automation are planned optional paid upgrades.
Explore the business toolsWe’re exploring more ways to bring a smart connection to your desk, your counter and your everyday business.

A home for your phone. A new way to connect.
Put your business within reach on every desk.
Make the next step easy at the point of service.
Concept imagery. These accessories are in development and are not available to order.
Have a question about cards or business tools?
Talk to BSB-365