Who it's for
Built for owners who are the business
If you are the one finding customers, following up, sending invoices and planning what's next, SmallBizSuite was made for you.
Service solopreneurs
Coaches, consultants, agents, trades, creatives
You live on referrals and follow-up. Your card, contacts, proposals and invoices finally talk to each other.
Recommended: Team or Commerce
Network marketers and team leaders
Direct sales leaders and their downlines
Branded cards for every team member, a duplicatable follow-up system, and a pipeline you can see.
Recommended: Team
Product sellers with a service side
Makers, boutiques, studios that also book clients
A storefront, expense tracking and cash flow sit next to your contacts and invoices.
Recommended: Commerce
Owner-operators with 2–10 staff
Small firms, clinics, agencies, local services
Alfred’s AI tools, hands-on setup and, on Executive, a weekly briefing on clients, money and goals.
Recommended: Abacus Pro or Executive
Associations and chambers
Member organizations and business networks
Fit Finder scores prospective members and partners, and the Executive briefing keeps leadership informed.
Recommended: Executive
Probably not the right fit if…
- You need full double-entry accounting or payroll. We connect to QuickBooks (activating soon) rather than replace your books.
- You run a 25+ person team that needs enterprise permissions and departments.
The duplicatable system your team can actually run.
You already know the truth about duplication: a system only spreads if a brand-new person can run it on day one. Most of your team won’t stitch together six apps, wire up a CRM, and build a follow-up habit on their own — so leads pile up, momentum stalls, and good people quit before they ever feel a win. SmallBiz Suite hands every member the same owned hub with the same Chief of Staff already inside it. One link to share, one place their contacts land, one short daily plan telling them who to talk to next. The system does the remembering, so your newest rep can look organized and professional in week one.
That’s what protects a downline: not more hype, but an operational shield that keeps people in the game long enough to grow. When follow-up is guarded by the system instead of willpower, more prospects get worked, more relationships survive, and more of your team members stay — because they’re finally seeing results instead of chaos. And because each person owns their own hub, you’re duplicating an asset your team keeps, not another subscription you have to talk them into renewing every month. Build a team on rented tools and you rebuild it every time someone lapses. Build it on owned hubs, and it compounds.
Not sure which group you're in?
The free 3-minute Business Needs Analysis looks at how you work today and recommends the tier that fits.