Get Booked And Paid

Never lose a lead between apps again.

Your client texts, then emails, then DMs you on Instagram. In most setups that is three apps and three chances to miss the one message that mattered. ClientBranch threads every message with a contact onto one screen, so you see the whole history at a glance and reply in seconds, wherever it came from. No more “sorry, I only just saw this.”

Email, two-way text messaging and Facebook & Instagram DMs are all live today. Connect your Page in Settings, Channels and the messages start arriving.

Your calendar fills itself, day and night.

Stop playing text tennis to find a time. Send one link, or put the calendar on your site, and clients pick a slot in their own timezone, at 2am if they like. Deposits, buffers, approvals and reminders are built in, and every booking lands in your CRM, your inbox and your Google Calendar at once. You wake up to a fuller week.

Confirmations, reminders and reschedule emails go out on their own, each in the recipient’s timezone.

Describe your offer. Get a page that sells.

Most page builders hand you a blank canvas and wish you luck. Here you type a short brief and your own AI writes the whole page on a proven seven-part formula, the structure professional copywriters use to turn visitors into buyers. You go from idea to a live page in one sitting, then tweak any section or rewrite it in one click.

Bring your own AI key (Claude, ChatGPT or Gemini), a whole page costs a cent or two, and we never mark it up.

Look established from the first click.

When someone hears your name, they look you up. A proper website with Home, About, Services and Contact pages tells them you are the real deal before you ever speak. ClientBranch builds it with the same AI block builder as your landing pages, so everything matches, and visitors go from browsing to booked without leaving your site.

Run a website for discovery and landing pages for campaigns, all from one login, always on-brand.

Bring the funnel you already have.

Rebuilding everything from scratch is why people keep paying for a platform they have outgrown. So skip it. Paste the address of a page and ClientBranch copies it in, from HighLevel, ClickFunnels, Wix, Squarespace or WordPress, a whole website or a funnel one step at a time. Then cancel the old subscription.

Every scrap of their JavaScript is stripped and blocked, so nothing you copy can run someone else's code on your domain.

Rank on Google. Get quoted by AI search.

A blog nobody finds is a diary. Wix, Squarespace and HighLevel give you a blog box and leave the SEO to you. ClientBranch gives you a content engine: your own AI writes the full post, a live checklist scores it as you go, and every article ships with the structured data, meta tags and feeds Google and AI search look for. That is how strangers find you on Google, and how ChatGPT, Gemini and Perplexity learn to name you. All on your own domain, so the authority you build is yours.

Bring your own AI key (Claude, ChatGPT or Gemini), a full post costs a cent or two, and we never mark it up. No per-post content fees, ever.

Every visitor gets a way to raise a hand.

Most visitors leave without a word, and you never know they were there. Give every one of them an easy way to raise a hand: a form styled to match your brand, a quiz that scores each answer and sorts people by result, a chat bubble for the ones who want to talk now, and a trackable QR code that takes a poster, flyer or stage screen straight to any of them. Every hand raised becomes a contact you can follow up.

Every submission becomes (or updates) a contact, fires your automations and lands in one submissions inbox.

Texts your customers read in minutes.

98% of texts get read, most within minutes. That makes a text the fastest way to confirm a booking, fill a last minute gap or bring back a quiet client. So ClientBranch gives you a real texting toolkit: personalize every message, add emoji, a photo or a link, save your best texts to reuse, and see the cost before you send. Every reply threads back to the contact, so a text never slips through.

Get a ClientBranch number in the US, Canada, the UK and beyond. Each number sends and receives in its own region, and we handle carrier registration where it's required.

A real phone line, not just a texting number.

Put your ClientBranch number on a business card and it behaves like a business line. Calls ring your own phone wherever you are, and if you cannot pick up, the caller hears your greeting and leaves a message. Every voicemail lands in the same inbox as their texts, with the recording attached and the words written out, so you can read it in three seconds and reply without dialing anybody back.

Calls are 5¢ a minute from the same prepaid wallet your texts come from. Playing your own recorded greeting costs nothing extra.

The call you miss still becomes a customer.

A caller who reaches nobody rings the next business on the list. So the second you miss one, ClientBranch texts them back from the same number. Most people reply, and now you are in a text conversation instead of staring at a voicemail. It is the oldest speed-to-lead trick there is, and it still works because being first to answer is what wins the job.

One tick to switch on. Each text costs 2¢, the same as any other message you send.

The moment it happens, you know.

A new lead, a reply, a booking, a form, the speed you respond decides whether you win the work. ClientBranch pulls every bit of inbound activity into one notification feed and pops a desktop alert the second it lands, so nothing sits unseen and no lead ever goes cold.

Turn on desktop alerts in one click, studies put lead conversion up to 7x higher when you respond in the first few minutes.

One email to everyone, or a series that runs itself.

Follow up is where most sales are won, and it is the first thing to slip when you get busy. So build it once and it never slips again: a welcome series, a nurture drip, an instant reply to every form, running for every new contact on their own clock. When you have news, design a branded email in the visual composer, send it to everyone, a tag or a smart list, and watch the opens and clicks come in live.

Booking reminders and receipts keep sending even when someone unsubscribes from marketing, the two are kept separate for you.

New clients, found and written to one by one.

Generic cold emails get deleted. The ones that get replies are clearly written for one business, about that business, at the right moment. Doing that research by hand takes ten minutes an email, so nobody does it. Now you don’t have to.

Search local businesses by type and area, like wedding venues in Tampa. ClientBranch finds each one’s contact email and checks it can receive mail. Then AI reads their website, searches for recent news about them, and writes each an email that opens with a real detail about their business. You read every one before it goes.

Included on the Growth plan. AI writing uses your own AI key, so you pay your AI provider directly, with no markup. Clay pricing from clay.com, September 2026.

Reach them in the inbox and the mailbox.

Everyone you are competing with is fighting for the same inbox. Almost none of them are putting anything in the mailbox. Pick a client, drop in a photo, write a line, and ClientBranch prints a real card, stamps it and puts it in the mail for you, from three dollars, off the contact list you already have.

Direct mail is still the strongest way to win a customer back and keep the ones you have. The reason most owners think it does not work is that they post one thing, once, and then stop. This does not stop: it runs off your CRM, on the date that matters, every year, without you remembering a thing.

From $3 a card out of your prepaid wallet, on every plan and on the free trial. No monthly fee for it, no minimum, nothing to cancel. Printing, the stamp, postage, address checking and tracking are all in that price.

Want to send one without an account? Make a card here. Inside ClientBranch you also get the address book, the tags and the reminders.

Sell it all from one storefront.

A real shop, not a product list. Every item gets its own page with a gallery, a full description and search engine markup, shoppers search, sort and filter, and they pay by card straight into your own Stripe. Every order lands in your CRM, so a one time buyer becomes someone you can sell to again. Bundle several items into a package and sell the whole thing in one click.

Link it from your website, share it anywhere, no per-sale platform fees.

ClientBranch

Shopify

They are holding your merch. Take the money.

At a show, a market stall or a merch table, your phone is the card machine. Tap what they are buying, hold up the QR code, and they pay on their own phone with Apple Pay, Google Pay or a card. Nothing to plug in, no reader to buy, carry or charge.

Every in-person sale lands in your orders and your payments, money straight into your own Stripe.

That code is live. Scan it and see where it takes you.

Sell out the room, keep every dollar.

Create the event, set free RSVPs or paid ticket tiers, and share one public page. Buyers pay by card, tickets carry a QR code you scan at the door, and every registrant lands in your CRM tagged by event. Eventbrite takes a cut of every ticket. We take nothing.

Works for shows, workshops, fundraisers and online events alike, on your domain or ours.

Retire DocuSign and the paper chase.

No more printing, signing, scanning and posting, and no more paying per envelope. Pick a ready-made contract or build your own document, choose a contact and every detail fills itself in, add your signers, and send. They sign on any device in seconds. The signed copy lands in everyone’s inbox automatically, with a full audit trail.

Included in your plan, no per-document or envelope limits. New templates added all the time.

Every business you run, one account.

Performer with a production company behind you? Agency with a legal entity that does the invoicing? Set up a brand for each identity, then pick it from a dropdown on any invoice, proposal or contract. The document carries that brand’s logo, name, address and terms, and the money still lands in your one Stripe account. On HighLevel, every extra business means another sub-account and another bill. Here you can have as many brands as you want, included.

Included on every plan. One CRM, one inbox, one login, every identity you trade under.

Look as good online as you are in the room.

After the job is done, ClientBranch quietly asks the client for a review, routes the happy ones to Google and catches the unhappy ones privately before they go public. Your best reviews build a testimonial wall you can embed anywhere. The social planner sits alongside it: write your Facebook and Instagram posts once and keep them ready, with automatic posting switching on shortly.

Review requests go out on their own after every job, so your proof keeps growing while you work.

Booked solid isn’t the same as profitable.

Travel, hotels, crew, gear, commissions, the costs of showing up quietly eat jobs that looked great on paper. ProfitPulse shows your real take-home before you say yes. Enter the offer, add what it costs you to deliver, and see your net and margin in seconds.

Included on the Growth plan. Standalone profit calculators charge $20 to $40/mo for this alone.

Rent a property? Ditch Airbnb, VRBO & Booking.com.

If you rent out a house, condo, spare room, office or RV lot, take the bookings on your own brand instead. Guests book and pay by card straight into your Stripe, with an Airbnb-style refundable deposit hold. No 15% guest fees, no host fees, no handing your customers to a marketplace. You keep the money and the relationship.

Stop renting your business from a marketplace. Own the listing, the guest, and every dollar.

Teach it once. Sell it while you sleep.

You already know something people will pay to learn. Build it into modules and lessons, put a price on it, and every buyer gets their own login the moment the payment clears. No Kajabi bill, no Teachable cut, no per-sale platform fee. Just your course, on your page, paid straight into your Stripe.

Kajabi starts at $149 a month. Courses are included on Growth at $97, with the CRM, the emails, the booking calendar and the website already in the box.

Vimeo On Demand closed. We rebuilt it.

Vimeo shut its storefront down on 20 November 2026 and every purchase stopped working with it. So we asked a seller who ran a real one, with 851 videos across a dozen libraries, exactly what he would miss. Then we built his whole list, and fixed the two things Vimeo never let him do.

On a $9.99 sale Vimeo OTT leaves you $7.94. Here you keep $9.40, and the buyer becomes a contact you own. Read the full comparison →

Your own private community, paid monthly.

A Facebook group is free until you count what it costs. The algorithm decides which members see your posts, ads sit beside your best advice, and you can never charge for it. The people who would gladly pay to be close to you get nothing they cannot get for free.

Open a members-only feed on your own link. Members post questions, wins, photos and videos of their work for your feedback, everyone comments, and you answer as the host. Charge a monthly fee that lands in your own Stripe, or keep it free. Every post reaches every member.

Included on the Studio and Growth plans. Members pay you by card through your own Stripe account. Skool pricing as published, October 2026.