Solutions by industry

The same four Rs. Built for how your industry works.

If your customers come back, log in or ring you, the 4R Framework fits: a website that sells, a portal that converts and agents that run it, on one HubSpot record.

HealthEducation and membershipProfessional and financialTradesB2B

Health

Patient portals and agents for clinics that look after patients over months, not minutes.

Telehealth and clinics

Patients who look after themselves. Doctors who only see what needs them.

  • Patient portal: next step, results, plan, orders
  • Intake, results filing and renewal agents
  • Clinical decisions always stay with the clinician
Telehealth Platform from $19,500Build my blueprint

Education and membership

Hubs where people learn, book, pay and renew without emailing you.

Education and training

One hub where students and members learn, pay and renew.

  • Enrolments, courses, bookings and certificates
  • Onboarding and renewal agents
  • Answers on every course question, day and night
Membership Hub from $11,500Build my blueprint

Gyms and wellbeing clubs

Members who book, stay and come back.

  • Class booking, freezes, upgrades and billing
  • Booking, renewal and win-back agents
  • Challenges and community in the member hub
Membership Hub from $11,500Build my blueprint

Professional and financial services

Your clients send what you need, on time. The advice stays with you; the agents run the admin.

Accountants and bookkeepers

Your clients send what you need, on time, without you chasing.

  • Client portal with a live checklist for every job
  • Onboarding, document chasing and invoice agents
  • Connects to Xero and your practice software
Practice Hub from $11,500Build my blueprint

Law firms and conveyancers

Clients who know where their matter is, without calling.

  • Matter status, documents to sign and key dates
  • Intake, status and document agents
  • Fee estimates and consult booking on the website
Practice Hub from $11,500Build my blueprint

Insurance, SMSF and financial

Onboarding, renewals and reviews that run themselves.

  • Client portal for policies or funds, renewals and reviews
  • Intake, document and renewal agents
  • General information only. Advice stays with the adviser
Practice Hub from $11,500Build my blueprint

Trades and field services

Every call answered. Every job booked. Every quote sent tonight.

Trades and field services

An agent that answers the phone 24/7, works out the job, books it and emails the quote.

  • Phone and chat receptionist that books jobs
  • Quotes from your price rules, sent in minutes
  • Reminders, invoices and review requests after the job
Trade Job Desk from $12,000Build my blueprint

B2B

Quotes in minutes. Partners, candidates and customers who serve themselves.

Sales and distribution, incl. agriculture

Quotes in minutes. Partners and growers who order on their own.

  • Partner sales room: price lists, quotes, orders, status
  • Quote, order and support agents
  • Seasonal reorder reminders for growers and suppliers
Partner Sales Room from $12,500Build my blueprint

Recruitment and labour hire

Candidates onboarded and compliant before the first shift.

  • Candidate portal: applications, licences, timesheets
  • Intake, document and status agents
  • Client side: job briefs and shortlists
Quoted from your blueprintBuild my blueprint

SaaS and technology

Customers who onboard themselves and renew without a chase.

  • Customer success hub: setup, help, usage, billing
  • Onboarding, support and renewal agents
  • Trial-to-paid and expansion offers on the record
Quoted from your blueprintBuild my blueprint

Not on the list?

Most of what we build works in any business where customers come back. Tell your agent what you do and it designs the rest.

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