Lead capture and source tracking
Leads & growth
Capture inquiries with contact details, source, stated need and an idempotent external reference.
For Owners, Intake teams
See how it worksLive product catalog
56 features are available now. Beta work is usable with stated limits. Planned work is visible without being presented as shipped.
Leads & growth
Capture inquiries with contact details, source, stated need and an idempotent external reference.
For Owners, Intake teams
See how it worksLeads & growth
Score timing, readiness, contactability and fit while preserving the answers behind the score.
For Owners, Sales teams
Leads & growth
Acknowledge and follow up on a chosen cadence with retry history, opt-out handling and automatic stop conditions.
For Owners, Sales teams
Leads & growth
See status, qualification, next follow-up, latest touchpoint and delivery attempts in one workflow.
For Owners, Intake teams
Leads & growth
Request, review and intentionally share approved customer feedback without inventing testimonials.
For Owners, Marketing teams
Leads & growth
Prepare governed outreach to past clients and track the resulting lead work.
For Owners, Intake teams
Clients & dogs
Keep people, households, contact points and organization memberships connected and permission-scoped.
For All staff, Clients
Clients & dogs
Connect identity, ownership, history, notes, programs and outcomes around one dog record.
For Professionals, Clients
Clients & dogs
Give clients a signed-in view of their dogs, appointments, agreements, invoices, updates and shared resources.
For Clients
Clients & dogs
Move a bounded household and dog record with preview, identity matching and explicit acceptance.
For Owners, Intake teams
Clients & dogs
Issue conditional agreements, preserve the exact version and record signatures and withdrawals.
For Owners, Clients
Clients & dogs
Create a revocable public card from approved dog and handler facts.
For Professionals, Clients
Schedule & delivery
Book and correct appointments with staff, location, resource, capacity and overlap checks.
For Schedulers, Professionals
Schedule & delivery
Mirror assigned appointments to a staff member’s connected Google Calendar with reconnect handling.
For Professionals
Schedule & delivery
Surface overdue and upcoming personal or corporate bills on the schedule and related profile.
For Owners, Finance teams
Schedule & delivery
Show assigned stops, dogs and work due next, with map links rather than pretending to replace navigation.
For Mobile professionals
Schedule & delivery
Connect an approved offering, client, dog, agreement, schedule, billing and delivery plan.
For Owners, Professionals
Schedule & delivery
Prepare the next working plan from recorded outcomes while keeping professional decisions human-owned.
For Trainers
Schedule & delivery
Turn a spoken or typed debrief into reviewable structured observations without auto-approving conclusions.
For Professionals
Schedule & delivery
Track arrivals, departures, accommodations, feeding, medication, exercise and accountable completion.
For Facility teams
Schedule & delivery
Define rooms, runs, stations, vehicles and other constrained resources used by scheduled work.
For Owners, Schedulers
Finance & commerce
Create itemized bills, due dates, balances and payment evidence connected to clients and programs.
For Owners, Finance teams
Finance & commerce
Use Square, Stripe or manual payment records behind one ledger with webhook verification and reconciliation.
For Owners, Finance teams
Finance & commerce
Track business and personal obligations per profile and tie due work into the shared schedule.
For Owners, Clients
Finance & commerce
Build a scoped service package, preserve the priced version and move approved drafts into enrollment.
For Owners, Clients
Finance & commerce
Choose remote launch, migration, business-development, or in-person implementation with explicit deliverables, scheduling, and separately approved travel.
For Owners
See how it worksFinance & commerce
Earn 5% in year two, 10% in year three, and 15% from year four while continuously subscribed; Stripe activation requires the approved coupon configuration.
For Owners
Finance & commerce
Keep subscription, order-form, implementation, business-development, travel, data-processing, and Enterprise drafts versioned for owner and counsel review.
For Owners, RIOS operators
See how it worksFinance & commerce
Publish products, accept orders and track fulfillment alongside the customer relationship.
For Owners, Clients
Finance & commerce
Track earned points, lessons, days and benefits as auditable obligations rather than vague loyalty promises.
For Owners, Clients
Finance & commerce
Export capability-scoped operational and financial reports without bypassing tenant permissions.
For Owners, Managers
Communication & community
Keep bounded conversations attached to the relevant organization and participant access.
For Staff, Clients
Communication & community
Send supported notices through provider adapters with explicit readiness, consent boundaries and delivery receipts. Each paid provider remains disabled until its own account and sender approvals are complete.
For Owners, Clients
Communication & community
Opt into a governed professional feed while keeping tenant records private by default.
For Professionals
Communication & community
Publish approved events, manage capacity and connect attendance to the operating record.
For Owners, Communities
Communication & community
Schedule, scope and document a visiting professional’s work without granting broad tenant access.
For Professionals
Communication & community
Let professionals select disciplines they enjoy and are proficient in, require owner review, and display only approved badges on the public company profile.
For Professionals, Owners, Prospects
Website & discovery
Operate tenant-branded public pages, programs, products, media, reviews and contact paths from governed records.
For Owners, Prospects
Website & discovery
Attach, verify and monitor a tenant domain while preserving explicit canonical ownership.
For Owners
Website & discovery
Run evidence-preserving SEO, GEO, offer and public-truth audits on a controlled schedule.
For Owners, Marketing teams
Website & discovery
List only organizations that explicitly approved a public profile and current offer.
For Owners, Prospects
Website & discovery
Upload, tag and publish approved photos and video references without exposing private records.
For Owners, Marketing teams
Website & discovery
Inspect an existing site and stage bounded migration work before any public cutover.
For Owners
Intelligence & governance
Answer inside authorized record boundaries with supporting evidence, confidence and abstention behavior.
For All staff
See how it worksIntelligence & governance
Store governed organization doctrine and evidence without silently contributing client-identifying data to a network.
For Owners, Knowledge managers
Intelligence & governance
Mature de-identified findings through explicit evidence thresholds, adverse-event suspension and review history.
For RIOS reviewers
Intelligence & governance
Attribute meaningful changes to a person or system actor and verify the event chain.
For Owners, Managers
Intelligence & governance
Refuse custody or enrollment work until the organization’s stated requirements or governed exceptions are satisfied.
For Owners, Managers
Intelligence & governance
Make cross-workflow readiness, exceptions and responsible ownership visible to operators.
For Owners, Managers
Intelligence & governance
Enforce staff roles, scoped grants, immediate session revocation and tenant isolation below the page layer.
For Owners, Managers
Intelligence & governance
Record every background run and its success or failure so silent scheduler death becomes visible.
For Owners, RIOS operators
Specialized packs
Track teams, competitions, entries, results and titles with distinct professional responsibilities.
For Sport dog teams
Specialized packs
Manage governed breeding-program records inside a dedicated capability boundary.
For Breeding programs
Specialized packs
Operate custody, care, kennel resources and facility-specific work without forcing the vocabulary on other businesses.
For Boarding and daycare teams
Specialized packs
Record requested and delivered style, coat observations, handling notes and products against a real appointment.
For Groomers
Specialized packs
Enable specialist working-dog records without changing every tenant’s navigation or terminology.
For Working dog professionals
Specialized packs
Manage curriculum, competency evidence and independent assessment boundaries.
For Trainer educators
Specialized packs
A separate education product with teacher-circle workflows and product-specific data boundaries.
For Educators
Integrations
See active, ready, degraded and planned connections in one portal page without exposing credentials.
For Owners, Managers
Integrations
Accept provider-neutral lead payloads with HMAC verification, clock-skew protection and idempotency.
For Owners, Integration teams
Integrations
Verify Meta webhook signatures, retrieve the real submission from Graph and route approved forms into the lead engine.
For Owners, Sales teams
Integrations
Outlook calendar/email plus explicitly selected OneDrive and Word files through one scoped OAuth connection.
For Owners, Staff
Integrations
Mirror approved financial facts into accounting with reconciliation and clear system ownership.
For Owners, Finance teams
Integrations
Coordinate public hours, services, reviews and local discovery with approval-gated publishing.
For Owners, Marketing teams
Integrations
Support company-page publishing, professional referrals and B2B lead capture without personal-profile bots.
For Owners, Marketing teams