Every question, answered.

An AI back office for service businesses, built around the client. Every client you look after gets a page: who owns the relationship, what happens next, the dated updates, the open tasks, the decisions you agreed to, their contacts and their files. On top of that sit dashboards, automations, and AI that answers from your real records.

Owner-operated service businesses with more clients than one person can hold in their head: home services, clinics, agencies, firms, and any team where the owner is still the company's memory. If your team keeps asking you where things stand, it is for you.

Neither, and that is deliberate. A CRM is built to win a deal and a project tool is built to ship a project, so neither has a good answer for the client you already have and have to keep looking after. SteadyFlow is built for that middle: the relationship, the work owed to it, and the memory of what was agreed.

It knows the dates. A shared doc will hold your notes but will never tell you that nobody has touched an account in three weeks, or that a blocker has not moved in nine days, or that a client has no owner. That is the part you cannot get by being organized: the system noticing on your behalf.

No. Most people start with the client book and the review queue, because that is where the pain is, and pick up tasks, notes, portals and the rest as they need them. Every tab can be hidden, per person, so nobody has to look at a surface they do not use.

A live document you write in, plus the things worth keeping structured beside it. Dated updates and tasks in the body. Contacts, files, links, ad spend, the account owner, the next action and the decisions you have agreed to, in the rail. It builds itself the first time you open a client, so there is nothing to set up.

From dates you already keep, never from a guess. It looks at when the account was last touched, whether a next action exists, how long you have been waiting on somebody, and whether anyone owns it. Then it lists the accounts worst first with the reason written out. There is no health score, because a number tells you nothing you can act on.

Any record can carry a follow-up date. When it comes due it surfaces in My Work and Follow-ups, and automations can flag it, email about it, or run AI on it. Nothing depends on someone remembering.

Only what you choose to share. A portal link shows a client a calm page with exactly the records and fields you picked. They can approve a quote or upload a file without an account. Anything you hide never leaves the workspace, and you can revoke any link.

Public forms capture inquiries straight into your workspace. Webhooks accept records from Zapier, Make, or anything that can POST. Google Ads syncs your spend nightly once you link an account. And everything can be exported at any time.

It writes a morning brief of what changed and what needs attention. It answers questions from your records, client pages and SOPs. It matches and cleans columns when data comes in. It proposes views, widgets, cleanups, and drafts. And it can summarize where a single client stands.

Your workspace, nothing else, and only the parts you can see yourself. Answers are grounded in your records, your notes, and your how-tos, not the open web, and never another business's data.

No, and this is enforced in the database rather than in the AI's instructions. Everything the AI reads goes through the same permission checks as the person asking, so an account they cannot open is an account it cannot describe. A prompt telling a model to keep a secret is not a security control, so we did not build one.

No. When the AI wants to build or change something, it shows you a proposal with a preview of exactly what will happen. You apply it or you do not. Deterministic code, not the model, performs the actual change.

Yes. Every AI request in your workspace is logged: what was asked, which surface it came from, and how long it took. Owners can review the log any time under Settings.

It says so. Answers cite what they are based on, and when it has nothing to stand on it tells you instead of guessing.

It starts with a conversation about how your business runs, and I configure your workspace from that before your team logs in. How long depends on how much you keep track of and how much history comes with you, so we work out a realistic answer on the call rather than quoting you a number here.

None. If you can write an email and use a document, you can use this. The client page is a document, the task list is a list, and the parts that are clever, like the review queue, work without anyone configuring them.

Upload the file you keep it in and the columns get matched for you, with a review step before anything is written. Dates get normalized, phone numbers formatted, dollar amounts parsed, duplicates skipped. Every import has a durable undo, so a bad file is not a disaster.

They go into How-tos, the workspace's operating manual. Word docs, PDFs, and text import in bulk, and afterward your team can literally ask how something gets done and get the steps with the source cited.

Every plan comes with a direct line to the builder. Not a ticket queue and not a chatbot: you describe what is awkward and get a real answer, and quite often a change to the product.

You do, without qualification. One click exports everything: every record as CSV plus your notes, forms, and automations as files you can keep.

Yes, per person. A teammate set to relationship manager sees the accounts, the history and the work with no money anywhere: not on the cards, not on the profile, not in search, and not in an AI answer. The figures are removed on the server before the page is sent, so they are not sitting in the markup waiting to be found.

By default, yes. A note you write is yours until you share it, either with people you name or with everyone at the business. The exception is deliberate: a note you pin to a client belongs to that client, so the team can see it.

No. Each business gets its own isolated workspace. Access is controlled per member, and the AI answers only within those same boundaries.

Version history records every change to every record: what changed, who changed it, and when. Any value can be restored, and bulk operations come with a durable undo.

You export your data and go. Month-to-month means exactly that. We would rather earn the next month than lock you into it.

The base plan is $29 a month, with Growing at $99 and Pro at $249 for bigger books and more features, and Enterprise priced to your business. Your whole team is included on every plan. Setting your workspace up around your business is part of getting started; building something it does not do yet is scoped and quoted separately.

Because a back office only works when everyone is in it. Charging per person punishes you for adding the teammate who most needs access. Records and AI usage are the honest costs, so that is what we price on.

No. Month-to-month, cancel anytime, no lock-in. Custom AI system terms are agreed during scoping.

No free trial, but the commitment is one month: plans are month-to-month with no lock-in, and your data is one click from a full export the whole time. If the first month does not earn its keep, you export and go.

That is the custom path: we act as your AI specialist and design systems to your spec. Follow-up workflows, reporting agents, internal tools, integrations, multi-step agents. If you can describe how you want your business to run, we can usually build it.

Describe the idea or the repetitive work by email or through the contact form, and we set up a short scoping call. From there we put the approach and quote in writing, and only build after you approve both.

Yes, that is the most common shape: SteadyFlow as the backbone, custom systems feeding it or working from it through forms, webhooks, and exports.