All your business, all in one place

Client Management

Build long-lasting customer relationships with a CRM solution designed exclusively for small businesses

Calendar Management

Manage your business schedule, appointments, and events, all in sync with your existing calendar

Billing & Invoicing

Issue estimates, invoices, and receipts, track payment status, send automated payment reminders, collect credit card payments & create coupons

$20 month

  • Ivy Consulting email (
  • Business calendar
  • Billing and invoicing
  • Personalized client portal
  • Client phone app
  • Text (SMS) reminders
  • Automated request for Google review
  • Basic client intake form
  • HIPAA compliant
  • Up to 1,000 clients (or leads)

$40 month

All Basic Features, plus

  • Email & SMS Marketing
  • Data Analytics
  • Up to 2,000 clients (or leads)

$107 month

All Previous Features, plus

  • Option to use custom branding 
  • Unlimited clients (or leads)
  • 3 user accounts (additional for a fee)
  • Connect your banking info