Front Office Platform

We build your front office.
You run your business.

A complete front office system covering your website, intake, booking, CRM, and follow-up. Our senior team designs, deploys, and operates the whole stack for you.

Built to run reliably from day one. Maintained to keep it that way.

Done for youEngineered like fintechBAA available for healthcare

One screen for the entire front office.

Three live status dashboards showing the pulse of your marketing, performance, and SEO.

Vector site analytics dashboard showing visitors, leads, and conversion metrics
Vector website health dashboard showing 100% uptime and core web vitals scores
Vector search health dashboard showing organic keyword rankings and impressions
One
Connected System

Everything flows into one place. Website, intake, booking, CRM, and follow-up live in one connected stack.

Zero
Setup on Your Side

We handle the build, configuration, and integration. You review, approve, and keep working.

24/7
Always Capturing

Leads are routed and responded to without gaps.

Four steps from your first call to a front office that runs without you.

Step 01 / Understand

We learn your operation inside out.

Before we touch a pixel, we sit with your team. We map how leads find you today, where they drop off, and what your front office actually needs to look like to support real growth.

  • Two strategy sessions with senior leads
  • Buyer journey mapped end to end
  • Clear scope before any build starts
Discovery Brief
Mapping
Lead sources and channels
Where prospects drop off
Service lines and pricing logic
Intake and follow-up bottlenecks
Step 02 / Build

We build the entire system for you.

Your website, intake, booking, CRM, and automations all get designed and wired together by our senior team. You review polished work, you do not configure software.

  • Senior engineer assigned to your account
  • Direct communication with the engineering team
  • Launch with everything already integrated
Build Manifest
Connected
Design system
Shipped
Website
Live
Intake and booking
Connected
CRM workflows
Configured
Automations
Active
Senior engineer assigned. Direct access to the team that builds.
Step 03 / Automate

Leads are captured, routed, and answered without manual effort.

Web forms, online booking, and inbound calls all feed the same connected pipeline. Auto replies, smart routing, and reminders run on your behalf so nothing falls through.

  • Inbound channels unified into one CRM
  • Real-time alerts the moment a lead arrives
  • Reminders, nurtures, and reactivation built in
Web Form
New inquiry
Routed to CRM
Booking
Booking request
Routed to CRM
Email
Direct inquiry
Routed to CRM
Phone
Inbound call
Routed to CRM
Auto reply · routing · reminders
Always on
Step 04 / Maintain

We keep the whole thing running on your behalf.

After launch, your account stays under active management. We watch the numbers, ship updates, refresh policies, and meet with you on a regular cadence. You get an outsourced front office, not a software subscription.

  • Continuous monitoring and dependency hygiene
  • Scheduled review calls with real recommendations
  • A roadmap that evolves with your business
Account Activity
Always on
Roadmap session scheduled
Service line page published
Site performance review completed
Workflow optimization shipped
Privacy and policy refresh deployed
Monitoring, updates, and improvements handled in the background.
Step 1 of 4: Understand
What’s Inside

Everything we set up so you don’t have to.

The platform we build and operate for you spans the surfaces your customers actually touch.

Marketing site demo
Integrated scheduling and calendar
CRM and Client Portal unified view
Scannable QR code view of a Vector virtual business card, branded for the client.
Virtual business card showing a profile photo, role, and one-tap actions for call, text, email, and contact save.
Included in Every Plan

A digital business card, ready to share in a tap.

A branded digital business card for your business, complete with a scannable QR code. No app downloads, no plastic to reprint when details change, and everything you need to share is ready in a tap.

Not an add on. Every plan includes a virtual card for your business.

Branded to match your business, with a scannable QR for instant sharing.
One tap saves the contact, fires off a call, opens email, or visits your site.
Updates handled as part of your plan, no reprinting required.
See what else is included
Done For You, With You

Set up for you. Not something you have to manage.

You are not handed software to figure out. We configure everything upfront so your front office works the way it should from day one. When something needs to change, it gets handled.

What that looks like

You meet your dedicated point of contact on day one. They get to know your business and operate as an extension of it. Work ships, you review it, and feedback ships back. No tickets, no vanishing into a portal.

01

Direct access to a real point of contact.

You get a single line of communication that knows your account inside out. No juggling reps, no escalation chains, no inbox roulette.

02

We configure the platform, not you.

Forms, booking flows, CRM rules, automations, content templates, and integrations all get built and tuned on your behalf. You approve the work. You do not learn the back end.

03

Real conversations, not support tickets.

You get a shared thread for day-to-day questions, scheduled review calls, and a clear roadmap. When something needs to change, it actually gets handled.

04

Compliance and security handled in the background.

Privacy, accessibility, monitoring, backups, and a HIPAA BAA when needed. The hard stuff is solved before you have to think about it.

Built for Healthcare

Your patients deserve a front office that respects their privacy.

For healthcare practices, we sign a BAA and run intake on a HIPAA-compliant CRM. Patients get a smooth digital front door, and your practice gets the audit trail and controls it needs.

BAA Available
HIPAA Compliant
Encrypted Intake
Access Controls
Discuss your practice
Ready When You Are

Let us show you what your front office could look like.

A 30 minute working demo. We walk through how the platform would map to your business, what we would build first, and what changes for your team on day one.

No sales pitch, just a working sessionFocused on your goals