Run Your Business
From Anywhere.
Manage on the dashboard, or let AI do it for you.
or start your free trial — no card needed →Built for the future of work
The first CRM designed for both humans and AI
- Manage clients, tasks and documents
- Automate contacts, pipeline and communications
- Connect Google, Outlook, Xero and compliance tools
- Ask AI to find information, update records and complete work
- MCP to Claude, ChatGPT, Gemini, CoPilot
What is Bookable CRM
A complete operating system
for your business.
Build your business workflow from lead to completion, that runs automatically.
Captured
Qualified
Onboarded
Managed
Received
Completed
Everything is connected. When one thing happens, the rest follows automatically.
Every lead captured and tracked automatically
From first contact to qualified deal — no spreadsheets, no missed opportunities.
Clients onboard themselves
Forms, contracts and data collection handled automatically — no chasing, no admin.
Your calendar runs your workflow
Appointments trigger actions, tasks and follow-ups — built around how you actually work.
You always know who's paid (and who isn't)
Invoicing, tracking and reminders built into your pipeline.
Every case organised automatically
Documents, compliance and client records generated and stored without manual work.
No more chasing clients
Emails, reminders and updates sent automatically at the right time.
Pricing
Simple, fixed pricing.
14-day free trial. No contract. Cancel anytime.
Operate
Solopreneurs just getting started.
Everything you need to run your business in one place.
- Contacts & pipeline
- Automated funnel & pipeline insights
- Calendar, bookings & availability
- Drip automation
- Payments
- Newsletters
- Events
Business Insight
Be one of the first businesses in the world who can run an autonomous business.
Go beyond the platform basics and get AI to analyse your business as it happens and help you strategise what to do next, from marketing all the way to delivery.
- Everything in Operate
- AI intelligence layer that monitors your business in real time
- Interact with your business in natural language
- AI-powered performance summaries
Teams & Organisations
Fixed annual pricing, locked for three years
Charities, public sector and teams of ten or more.
Move your whole team off the spreadsheets, with the setup done for you and the paperwork your governance people will ask for.
- Everything in Business Insight
- Onboarding and data migration done for you
- Team roles & permissions
- Team training included
- Data processing agreement & DPIA support
- Priority support
Let's talk.
If you are unsure what is right for your businesses, or you need a solutions team to guide you through the transformation process, drop us a line.