Book online
For time-based services such as appointments, consultations or recurring service.
Features
One customer flow – from first click to completed job
Proffera connects the public customer journey with daily operations. A customer can discover a service, book or request a quote, and you continue in CRM, jobs and follow-up without starting over in another system.
- 01Service
- 02Booking / quote
- 03Customer
- 04Job
- 05Follow-up
The product
One workspace behind the customer journey.
Each part has a clear job. The structure follows the customer from discovery to completed work and follow-up.
Show services and win customers
Make your offer clear and give each service the right next step.
- Business page — Publish services, contact options, gallery and reviews in one public customer surface.
- Online booking — Let customers choose a service, date and available time online.
- Quote requests — For services that need an assessment first, customers can describe the need and send a structured request.
- Lead management — Contact requests and new customer opportunities are collected in the workspace for follow-up.
Keep the customer and history together
Maintain the customer relationship in one workspace even when the conversation starts in different flows.
- Customer CRM — Customer details, history and relevant activity in one place.
- Customer portal — Customers can manage bookings through self-service and reduce administration.
- Booking history — See what a customer has booked and keep the link between customer, service and job.
- Duplicate protection — Repeat bookings using the same email can reuse the existing customer instead of creating unnecessary duplicates.
Move the job forward
Turn a request or booking into an actual job with clear status and ownership.
- Quotes — Create and follow the quote flow from incoming need to accepted offer.
- Jobs — Bookings and accepted quotes can continue as service jobs without losing the customer link.
- Calendar and staff — Plan bookable time and operational work from the same portal.
- Status and history — Rescheduling, cancellation and job status stay connected to customer history.
Follow up and see what works
The customer journey does not need to end when the job is complete. Build social proof and understand which services engage customers.
- Verified reviews — After a completed job, customers can receive a verified path to leave a review.
- Gallery — Show images and previous work on the public business page.
- Analytics — See visits, service views and clicks into booking, quote or contact flows.
- Reminders — Reduce manual booking follow-up with automated reminder flows.
Different next steps
Different services can use different next steps
Proffera does not force every business into the same customer journey. Each service can use the conversion that matches the work.
Request a quote
For jobs where price or scope needs to be assessed before the customer can order.
Contact
For services where the business first needs a short customer conversation.
The same service ID through the customer journey
The service a customer sees publicly follows into booking or quote and can continue into customer history and jobs. That reduces parallel lists and drifting data.
Start with the customer flow you need today
Create a workspace, choose a plan and try Proffera free for 14 days.