Penny CRM

Meet Penny CRM. Every lead, booking and invoice in one place.

Penny CRM is the customer management system we built and run for ourselves and our clients. Every lead from every channel lands in one inbox, becomes a contact with a full history, books itself onto your calendar and ends in an invoice. Pair it with Penny AI from our Automation service to answer leads automatically. We set it up around how your business really runs.

app.yourbusiness.comLive
TuesdayGood morning
Search contacts, bookings, invoices…YB
New leads today6▲ 2
Bookings this week14▲ 3
Open invoices3$2,140
Replies by Penny21today
InboxLeads from every channel
María R.Website chat · wants a quote
NewConvert
Ana L.Website chat · Asked for a quote
New
Carlos M.WhatsApp · Wants a visit this week
New
James T.Phone · Missed call, texted back
Contacted
Today4 due
Visit · 123 Main StIn progress
Estimate · Ms. RodríguezScheduled
Follow-up callCompleted
Visit · María R.Booked just now
✓
New contact createdMaría R. · booked Tue 10:30
ScopedAround your real process
IntegratedWith tools you already use
SupportedAfter launch, not abandoned
Not a concept

Penny is real software, in use today.

We built it for our own agency and for our clients: leads, contacts, bookings, invoices, reports and the assistant inside it. Everything on this page is a working product, and the same process builds yours.

What we do

We scope. We build. We support.

Penny CRM is set up around a real workflow in your business, with the extra care of testing against how your team actually works, not just whether the code runs.

01Inbox

Every lead in one place, from every channel.

Website chat, WhatsApp, Instagram, Messenger and missed calls all land in the same inbox, with a status, a source and the conversation attached. Nothing lives in five different apps anymore.

  • Built around how leads actually reach you
  • Connected to the channels you already use
InboxLeads
AllNewContactedBooked
María R.Website chat · Do you have availability this week?
New
Carlos M.WhatsApp · Hola, quisiera una cotización
New
ana_lInstagram · Sent you a DM about pricing
Contacted
James T.Phone · Missed call · Penny texted back
Contacted
Sofia P.Website form · Requested a callback
Booked
Every channel lands here: website, WhatsApp, Instagram, Messenger, phone.
02Contacts

A record that remembers everything.

Every lead becomes a contact with its whole history: where they came from, what Penny answered, what got booked, your notes and the next reminder. Your team never asks a customer to repeat themselves.

  • One timeline per customer, across channels
  • Notes, reminders, documents and invoices in one place
MR
María Rodríguez305 555 0192 · maria@email.com
LeadBooked
LeadCame in from website chat, asked for a quote
PennyAnswered in Spanish, collected phone and address
BookingVisit booked for Tue 10:30 AM
NotePrefers mornings. Gate code in notes.
ReminderFollow up 2 days after the visit
Send messageBook againCreate invoice
03Bookings

Bookings your customers make themselves.

A public booking page under your own domain. Customers pick a service and a time, confirm, and the slot appears on your team’s calendar instantly, with confirmations and reminders handled.

  • Real availability, no double bookings
  • Works on any phone, no app to install
Pennyyourbusiness.com/book
Book a visitPick a service and a time. Takes 30 seconds.
Estimate · 30 minService visit · 60 min
Mon12Tue13Wed14Thu15Fri16
9:009:3010:0010:3011:0011:30
María Rodríguez305 555 0192
Confirm booking
✓ BookedTue 13 · 10:30 AM · confirmation sent
Staff calendar
Busy
Visit · María R.
Busy
Appears for your team instantly
04Scoped

Only the modules you actually need.

Your Penny is configured around your process. Modules you will never open stay off, so your team sees a tool that fits, not a dashboard built for someone else.

  • Switched on and off per business
  • Web app, mobile app, or both, whichever fits
SettingsWhat your Penny includes
Inbox and contacts
Bookings and reminders
Invoices and payments
Reports
Equipment tracking
Fleet tracking
Social scheduling
Chat inbox (Penny)
05Supported

Built to last, supported after launch.

Real, maintainable code, tested against edge cases before launch. After launch you talk to the people who built it, and improvements keep shipping to your app.

  • Direct access to the team that built it
  • Ongoing support, not a one-time handoff
UpdatesShipped to your app
NewReview requests after every completed visit
NewWebsite analytics inside the app
ImprovedBooking reminders by text
FixedCalendar time zone on mobile
YB
Youto the team that built it
Can the booking page ask for the gate code?
Yes. Added as an optional field. Live now, try it.
✓ Shipped · no ticket queue
Air By Us
Roxy Beauty & Med Spa
VALSAM Investment
Frog Landscaping
Allura Grills
Argos Commerce
WG Industries
Nexus Staffing Group
MV Construction
Brisk Developers
Buildwise Contractors
Miami Flight School
The Landscaping People
Cibeles
Da Haus
Saravik
Sisbrill
Vianpe
PJS Construction
Air By Us
Roxy Beauty & Med Spa
VALSAM Investment
Frog Landscaping
Allura Grills
Argos Commerce
WG Industries
Nexus Staffing Group
MV Construction
Brisk Developers
Buildwise Contractors
Miami Flight School
The Landscaping People
Cibeles
Da Haus
Saravik
Sisbrill
Vianpe
PJS Construction
What to expect

Built once. Never abandoned.

In stages

Regular check-ins while we build. You are never waiting weeks to see real progress, and we test as we go, not just at the end.

Your tools

Built to connect with your existing calendar, CRM and systems instead of asking you to replace everything.

Direct access

No ticket queue disappearing into nowhere. After launch you talk to the people who actually built your software.

How it works

From first call to a working Penny CRM.

01

Discovery and scopingFirst step

We learn your actual workflow: what is manual today, where the friction is, and what a real solution needs to do.

02

Design and proposalEarly stage

A clear scope and proposal built around what you actually need, not a generic package.

03

BuildMain build

We build in stages with regular check-ins, so you are never waiting weeks to see real progress, and test thoroughly as we go, not just at the end.

04

Launch and supportOngoing

We launch, walk you through it, and stay reachable after for fixes, small changes, and what comes next.

Questions

Good to know.

Is Penny what we would get?

Penny is the platform we built for our own agency and our clients. Depending on your scope, your app is configured on it, extended from it, or built from scratch. We tell you which after the scoping call.

Web or mobile?

A responsive web app, a native mobile app, or both, matched to how your team and customers will actually use it.

Will it work with what we already use?

Yes. It is built to connect with your existing calendar, CRM and systems instead of asking you to replace everything.

What is it built with?

React and Next.js on the front, Supabase for data, n8n for automations. Real, maintainable code, not a fragile prototype.

What happens after launch?

We walk you through it and stay reachable for fixes, small changes and what comes next. You talk directly to the team that built it.

Next step

Let’s put Penny CRM to work for your business.

Reach out for a free scoping call. We’ll tell you honestly what’s realistic and what it would take.

Prefer to write? Use the contact page

Let's build something that actually works.

Tell us what you're working with. We'll tell you exactly what we'd do about it, no obligation.

Ask Penny a Question

Prefer to write? Use the contact page.

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