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Product tour

See how your business runs on SoftBillo.

Follow one customer from first enquiry to booking, paid work, clear numbers and the next decision — all inside one connected Business OS.

Start the interactive tour Watch the 90-sec overview

Customers · Bookings · Work · Invoices · Money · Vio AI

  • 3 bookings todayNext at 10:30
  • Invoice paid$1,250 · INV-1048
  • Vio2 things need your attention

The workflow

One customer. One connected journey.

Everything stays connected to the same customer and business context. Vio can use that context throughout the workflow.

  1. Enquiry
  2. Customer
  3. Booking
  4. Work
  5. Invoice
  6. Payment
  7. Follow-up
  8. Repeat

Interactive tour

Six chapters, one business.

Move through the chapters to watch the same customer travel across SoftBillo. Use the arrow keys, or the step buttons on a phone.

Chapter 01 — Meet your customer

Every piece of work starts with a customer.

Keep contact details, bookings, work, invoices, documents and activity connected to one customer record.

  • New enquiry
  • Consultation booked
  • Proposal sent

Vio already knows who this customer is and what you have agreed.

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1 of 6
Customers — Adaeze Okonkwo
AO

Adaeze Okonkwo

Customer since March · 3 jobs · 1 open invoice

  • New enquiryWebsite form · asked about a brand refresh
  • Consultation bookedThursday, 10:00 · 45 minutes
  • Proposal sentAwaiting approval · $1,250

Bookings, work, invoices, documents and activity all hang off this one record.

The overview

Watch SoftBillo run a business in 90 seconds.

  1. Customer
  2. Booking
  3. Work
  4. Invoice
  5. Payment
  6. Dashboard
  7. Vio

Built around you

Same Business OS. Built around how you work.

Pick the way you earn and see the shape your workflow takes.

  1. Lead
  2. Proposal
  3. Project
  4. Invoice
  5. Payment

The Business OS

Everything connected. Everything in context.

One customer record. One connected workflow. One business picture. One AI that understands the context.

Starts with

  • Customers

Runs through

  • Bookings
  • Work
  • Documents
  • Money

Understood by

  • Vio AI

You've seen the workflow. Now make it yours.

Start with SoftBillo for free and bring your customers, bookings, invoices, money and work together. No credit card required.

Start for free See pricing