How it works
One app that carries every customer from hello to paid
Instead of six disconnected subscriptions, SmallBizSuite keeps the whole loop in one place you own, and Alfred keeps it moving.
The loop
Seven steps, one app
- 1
Get found
Share your digital card and QR code anywhere you meet people.
- 2
Capture the contact
Everyone who shares their details lands in My Contacts with a timeline of every touch.
- 3
Follow up on time
Reminders, the Short List and email sequences make sure nobody slips through.
- 4
Win the work
Track deals in the pipeline and send proposals clients can accept online.
- 5
Get paid
Send invoices with online card payment and see what is outstanding or overdue.
- 6
Plan ahead
Projects, goals, tax prep checklists and a 30/60/90-day cash flow view keep you ahead.
- 7
Stay briefed
Alfred and, on Executive, a weekly briefing tell you what needs your attention.
The SmallBiz connection system
Don't just share your card. Create a clear next step.
A business card should do more than display contact details. SmallBiz Suite gives every new connection one simple place to learn about you, take action, and stay connected.
Meet
You connect in person, at an event, online, or through a referral.
Share
Send one branded link or let them scan your QR code. No app download required.
Learn
They see who you are, what you offer, and the resources or services most relevant to them.
Act
They can contact you, request information, book a conversation, shop, or explore the next best step.
Capture
Their details can become an organized business connection rather than a lost social-media interaction.
Follow up
Use your business tools and Alfred to stay helpful, organized, and top of mind.
One introduction. One link. A relationship with a next step.
Build your business linkOne connected flow
From introduction to relationship — in one simple flow
Most business owners lose prospects because the next step is unclear or follow-up happens too late. SmallBiz Suite brings the journey into one connected environment.
That is workflow compression: fewer disconnected tools, fewer lost opportunities, and a simpler path from conversation to customer.
Turn attention into owned connections
When someone is interested, give them somewhere useful to go.
Whether someone arrives from a QR code, a referral, a social post, or a conversation, your SmallBiz link gives them a focused place to learn, contact you, explore offers, or take the next step. The goal is not more clicks. The goal is a stronger relationship and a clearer opportunity to serve.
QR code · shared link · referral
However someone discovers you.
Your SmallBiz profile
One focused, on-brand destination.
Contact, inquiry, booking, resource, storefront, or offer
A clear next step to take.
Organized follow-up
Connections you can keep track of with your built-in CRM (included in every tier).
Performs. Adapts. Saves.
One business. One app. One investment.
More capable than a digital business card. Simpler than a full business software stack.
PERFORMS
One professional destination for the relationships you are building
Your identity, contact options, resources, offers, and business tools can live in one organized environment instead of sending people across disconnected platforms.
ADAPTS
Start with one link. Grow when you are ready.
Launch as a solopreneur, then add team cards, commerce, expenses, and custom AI as your needs expand.
SAVES
Cost certainty instead of a growing software pile
Choose the level of business infrastructure that fits today, then expand without having to rebuild your entire online presence.
See it with your own business
Every plan starts with a 7-day free trial. Not sure where to start? Take the free 3-minute Business Needs Analysis.