SupaBook Features
Everything you need to run your business in one place.
SupaBook features connect CRM, AI phone, proposals, contracts, invoices, payments, client portal, automations, planning, and team management so service businesses can move from first inquiry to paid work without stitching together disconnected tools.
Connected CRM and client workflow features
The core value of SupaBook is not one isolated feature. It is the way every feature shares the same lead, client, project, and conversation context. A call can become a lead. A lead can move through the pipeline. The same record can hold proposals, contracts, invoices, payments, files, notes, SMS, and follow-up tasks.
- CRM and pipeline: track leads, clients, stages, deal value, activity history, and follow-up status.
- AI phone and SMS: answer calls, send missed-call text-back, log transcripts, and keep messages tied to client records.
- Proposals and contracts: send client-ready documents without retyping the same project details.
- Invoices and payments: collect deposits, balances, payment plans, card payments, and ACH payments.
- Client portal: give clients one place for documents, invoices, files, updates, and next steps.
From inquiry to paid project
- Capture the inquiry: calls, forms, texts, and manual leads enter one workspace.
- Qualify and follow up: AI answering, SMS, email, reminders, and pipeline stages keep the lead moving.
- Send the offer: proposals and contracts stay connected to the same client record.
- Collect payment: invoices, payment links, and status updates keep revenue visible.
- Deliver and retain: project notes, files, portal updates, and automations support the client after the sale.
SupaBook features vs a disconnected tool stack
| Workflow area | Disconnected stack | SupaBook |
|---|---|---|
| Lead capture | Forms, voicemail, spreadsheets, and inboxes | Calls, texts, forms, and AI summaries tied to CRM records |
| Sales workflow | Separate CRM, proposal app, contract app, and invoice app | Pipeline, proposals, contracts, invoices, and payments in one flow |
| Follow-up | Manual reminders and scattered notes | Automations, reminders, SMS, and email based on real client activity |
| Client experience | Emails, attachments, links, and payment requests in different places | A client portal with documents, invoices, files, and updates |
Explore related SupaBook features
- CRM software for lead tracking, client records, and pipeline visibility.
- Small business phone system for calls, texts, AI answering, and missed-call recovery.
- Proposal software for sending offers tied to the client record.
- Invoice software for billing and payment collection.
- Pricing for CRM, phone, voice, SMS, and workflow plans.
SupaBook around the web
For additional product context, view the official SupaBook App Store listing or follow SupaBook on LinkedIn.
Share SupaBook features
Canonical page: Features canonical page