The menu
240 pieces in 35 sections. Corwen picks the ones your business needs. You can take any of them out, or add more from here.
Put customers into hand-picked groups or preset lists such as new, regular, and lapsed for targeting and group discounts.
One list of everyone the business serves, with contact details, tags, source, and status. Each customer page shows their history, open work, and balance.
Connect people to companies, deals, cases, and each other with a role such as decision maker, opposing counsel, or parent. One person can book and pay for family members.
Track each customer's email and text opt-ins by message type and keep every send from reaching people who opted out.
Keep several service locations for one customer, each with its own contacts, tax rate, and work history.
Bring customers, items, and past work in from CSV or Excel files, update rows that already exist, and export any list.
Tell staff about first visits, birthdays, expiring passes, and cards that need updating so they can act at the front desk.
Suggest full addresses as staff type and pin them on a map, and fill in company or property details from outside data sources.
Spot customers or leads that look like the same person and merge them, keeping their history together.
Save a filter, such as customers who visited three times in six months, and the list keeps itself current. Includes lists of customers likely to stop coming.
Track prospects from new to won or lost with where they came from, and send a templated reply when someone fills in a form. A report shows conversion by source.
Hand each new lead to the right person by rules such as territory, or in rotation, skipping people who are away.
One action turns a qualified lead or request into a customer plus a deal, quote, job, or case, carrying over details and line items.
New inquiries from forms, bookings, and other channels land in one place where staff review them, work them in order, and move them forward.
Give leads points for fit and engagement, such as job title, page views, and form fills, so reps work the best ones first.
Pull in leads from lead marketplaces, call tracking, and local service ads with the source filled in, and report ad spend against hired work.
Build forms for the website or a shareable link that create a lead, request, or intake record when someone submits. Forms can also be sent to a prospect to fill in.
Track each deal's customer, amount, stage, and expected close date, with products added as line items that sum into the amount.
Group deals by owner, period, and forecast category against revenue goals and quotas, with weighted amounts.
A manager view that rolls forecasts up by team with adjustments, and highlights deals that moved, slipped, or went stale this week.
See deals, intakes, or cases as cards in stage columns and drag them to change stage, with totals and days in stage on each card.
AI estimates how likely each lead is to convert and each deal is to close, and shows what moved the score.
Set what must be filled in before a deal enters a stage, show coaching text for each stage, and use different stage lists for different kinds of deals.
Build quotes from catalog items or typed lines with discounts, tax, and terms. Line costs and markups show an estimated margin only staff can see.
Keep agreed terms, dates, and signers for each customer contract, remind the owner before renewal, and generate renewal or change quotes.
Let customers apply for financing on larger jobs straight from the quote.
Send a link where the customer reviews the quote, picks optional add-ons, signs, and accepts or asks for changes, and the quote updates itself.
Save common jobs as templates with lines, deposit, message, and terms, and start a new quote from one.
Convert an accepted quote into a job, invoice, or order with the same lines, keep the two linked, and keep the deal in step.
Let regular customers charge to an account and settle later, or buy credit up front, with a running balance per customer.
Create invoices from catalog items with due dates from payment terms, discounts, tax, and applied deposits, and track each one's open balance. Many invoices can be entered at once in a grid.
Record payments by cash, check, card, or transfer against one or more invoices, record paid-on-the-spot sales, and track credits owed to customers.
Email customers about unanswered quotes and unpaid invoices a set number of days before or after the due date, and remind the office when work is due to be billed.
Divide one case's bill among several payers, and produce bills in the standard file format that corporate and insurance clients require.
Set tax rates once, apply them to items on top of or included in the price, and mark customers such as nonprofits as exempt.
Work out the combined sales tax for each sale from the ship-to address, the customer's status, and each item's tax category.
The payment processor that moves card and bank payments, pays out to the bank, and handles refunds and chargebacks.
Pick finished visits, unbilled time, and billable costs and turn them into draft invoices, one per customer or case, in a single batch.
Ask for a deposit when a quote is accepted, or split an invoice into dated installments that customers pay online.
Put a pay button on every invoice so customers pay by card or bank transfer, in full or in part, and the invoice marks itself paid.
Create a checkout link or QR code for an amount or a few items and share it by email, text, or on a website.
Bill one quote over several invoices by percent, amount, or chosen lines, and track what has been billed and what remains.
Save an invoice as a template that creates and emails itself on a schedule, or reminds someone to create it.
Keep customers' cards or bank accounts on file and charge them automatically for payment plans, recurring invoices, and balances, with notices when a charge fails.
List bookable services with length, price, category, and which staff can perform them.
Keep a list of customers who want a service so staff can fill last-minute openings.
A calendar by provider where the front desk books, moves, and checks out appointments, sets up standing weekly appointments, and tracks each one from booked to completed or no-show.
Take payment or a deposit when customers book, keep a card on file, and charge a fee for late cancels or no-shows.
Set how early and how late customers can book, daily limits, and whether bookings need approval, and enforce late-cancel and no-show rules.
Let customers book from search results, maps, social profiles, and partner booking apps.
Keep app calendars in step with staff members' outside calendars so personal events block booking times, and send meeting links that show open times from those calendars.
Pick a jurisdiction and a trigger date and every dependent court deadline is added to the case calendar, moved off weekends and holidays.
Customers pick a service, a staff member or anyone available, and an open time on a booking page or a widget on the business's website.
Book rooms, chairs, or equipment along with the staff member so the same resource is never double-booked.
A reservation book for tables with a booking page for guests.
Shared calendars where staff see and schedule meetings and events linked to customers or cases, with reminders.
Text people on a waitlist when a spot or table opens, and let them reply to claim it or say their plans changed.
Capture event details on banquet event order forms, and print prep lists, pack sheets, and labels so the kitchen knows what to make for each event.
Staff sign clients in from the class roster, clients check themselves in at a front-desk tablet, and open-gym arrivals are logged without a booking. Each check-in uses a session from the client's pass.
Define each class type once, then set it to repeat on chosen days with a teacher and location. Each date becomes its own class that can be changed or cancelled.
When a class is full, clients wait in line, and the next one is booked automatically when a spot opens and told by email.
Give booked clients a stream link for online or hybrid classes.
Customers see the class schedule, book a spot, join a waitlist, or cancel online, within capacity and booking windows.
Lay out a room with numbered bikes, mats, or reformers and let clients choose their spot when they book.
Sell tickets for special events such as tastings or dinners and take prepayment for reservations.
Sell a multi-session program or an event as one sign-up that books the person into every session, and keep attendee lists.
The list of what clients buy to attend, such as drop-ins, packs of sessions, and unlimited plans, plus discounted bundles of plans and products.
Each pack a client buys tracks sessions used and left and its expiry, and visits draw from it automatically.
Give members discounts, early booking, and members-only classes, and limit intro offers to new clients.
Pause a membership for illness or travel, and end it with a reason while respecting any minimum commitment, with billing paused or stopped to match.
Sell a membership or subscription that charges on a schedule, renews or ends when payments finish, and produces a bill each period.
Compare each job's revenue with line item costs, labor hours times cost rates, and expenses to show profit, and email a daily list of jobs below a margin target.
A job holds the customer, address, instructions, line items, and one or more scheduled visits, each assigned to people or crews with an arrival window.
Day, week, and month views by team member where the office drags visits and site assessments to reschedule or reassign them, with a panel of unscheduled work.
Build checklists with text, choice, photo, and signature questions, attach them to jobs, and have crews fill them in on site, even offline.
See the day's visits on a map, reorder stops to cut driving, and offer only times that fit the drive between appointments.
Group a customer's quotes, invoices, bills, expenses, and time under a project and see income, costs, margin, and estimate versus actual.
Set a job to repeat weekly, monthly, or on a custom pattern, and its visits are created automatically.
Show live vehicle locations next to the schedule with fuel, battery, and idle time.
Each case has a client, practice area, responsible person, billing method, status, budget, and limitation date, with one page showing its contacts, documents, events, time, and balances.
Log damages per case by type and amount and see them next to the settlement figure.
Start new cases from a template that fills in details and creates a list of tasks with due dates counted from the start.
Search every contact, case, and related party for a name or keyword before taking a new client, mark each hit, and keep the signed-off report with the case.
Track records requests, treatment dates, and medical bills with liens for injury cases.
Set rates by person, client, case, and activity, and bill each case hourly, as a flat fee, or as a share of a settlement.
Log hours and costs against a customer or case, billable or not, rounded to the firm's increment, one at a time or as a weekly timesheet.
Draft time entries from email, document work, and calls for staff to review and approve.
Start, pause, and stop a timer that keeps running while staff move around the app, then save it as a time entry.
Record starting cash, pay-ins, pay-outs, drops, and the counted amount at close, so shortages and overages show.
Take in-person card payments on readers, handhelds, or phones, with tips and pre-authorized bar tabs.
Lay out the dining room, open checks from a table, and see each table's status and server at a glance.
Sell passes, memberships, products, packages, and gift cards in one cart with discounts, tax, tips, and split payments.
Require a reason for every void, discount, and comp, and a manager's approval when staff lack permission or a drawer count is off past a limit.
A tap-to-add register for building orders with modifiers, splitting checks, firing courses, and taking cash, house account, or custom tenders.
Orders from every channel land in one live list with ticket names and move through prepared, picked up, out for delivery, and done, including curbside and drive-thru.
The in-store register, self-order kiosks, and kitchen screens that route tickets to stations.
Refund all or part of a sale, process exchanges, and put returned items back in stock.
Send receipts by text or email after each sale, and text guests when their order is ready.
Saved discounts by percent or amount with optional caps and manager PINs, and coupon codes sent in campaigns with redemptions tracked.
Build menus with groups and items, and add-on choices with minimum and maximum picks, prices, and nested options.
Keep alternate price lists for regions or customer groups and pick one per deal.
One list of what the business sells with prices, costs, SKUs, categories, tax settings, and variations such as sizes.
Build one menu, publish it to chosen locations, and set prices per location.
Mark items or modifiers out of stock, or limit them to a count that runs down as orders go to the kitchen.
Prices and discounts that apply by rule: happy hour, volume tiers, bundle deals, demand-based class prices, promo codes, and service charges.
Suggest pairings and upgrades while an order is being built.
Bring delivery app orders into the order queue and keep each app's menu and out-of-stock items in step.
Send a courier for delivery orders or ship online orders with live carrier rates.
A branded ordering page fed by the menu, with pickup, delivery, curbside, and catering orders that go straight to the kitchen.
A storefront where customers buy products, passes, memberships, and gift cards with online checkout.
Guests scan a code at the table, order, add rounds, and pay from their phone.
Take orders for later that fire to the kitchen in time to be ready, and set ordering hours and volume limits so rushes do not swamp the kitchen.
Compare what recipes say should have been used with what counts and purchases show was used, and flag missing stock.
Set a reorder point per item and location and get a list of items at or below it.
After a count, suggest order quantities from par level minus on hand and send recurring orders to suppliers.
Create purchase orders per vendor, email them, and receive items in bulk, marking anything missing.
Tie menu items to ingredient recipes to see plate cost and margin, updated as supplier prices change.
Track units on hand per item and location from received stock, adjustments with reasons, transfers between locations, and food made but not sold.
Count stock with count sheets laid out like the storeroom and post the difference to on hand.
Keep suppliers with contacts and account numbers, and link each item to its vendor, vendor code, and cost.
Sales and purchases change stock on their own, low stock drafts a purchase order, and received orders turn into bills.
Value inventory first in, first out, and post cost of goods as stock sells.
Count with a barcode scanner or phone camera, with several people counting at once and a manager approving before stock changes.
Flag contractors, store their tax IDs, and report what was paid to each.
Record money spent with a receipt photo and category, and enter vendor bills with due dates so unpaid bills are always visible.
Forward or upload supplier invoices and receipts and have them read into draft bills or expenses for review.
Log business trips and miles for tax deductions.
Pay vendors by ACH or mailed check from a connected bank account, scheduled or on autopay.
Write checks with numbers and memos and print them onto check stock.
Tag transactions with a class and location for segment reports, and build monthly budgets per account.
Check the books against bank statements, including three-way trust reconciliation for law firms.
Download bank and card transactions daily and categorize them by rules or by learned patterns.
Checking and savings for the business, and funding offers based on sales.
Keep client money apart from operating funds and request retainer deposits that top a case back up to its minimum.
The chart of accounts, journal entries, deposits, deferred revenue, and fixed assets that make up the books.
Bill and record transactions in other currencies and report exchange gains and losses.
Track tax owed to each agency, record returns and payments, and file 1099 forms.
Keep each person's contact details, jobs, pay rates, locations, and bookable hours and time off.
Staff clock in and out with breaks, and managers see hours per person by day and week with overtime.
Track card and declared cash tips per person, and have servers close checks, declare tips, and settle cash before clocking out.
Save a location pin when someone clocks in or out or completes work, and show the pins on a map report.
Crews start and stop job timers on their phones, crew leads clock everyone in, and timers can start on arrival at the job site.
Staff punch in on a shared screen with a passcode, and forgotten shifts are clocked out and flagged for review.
Build and publish weekly shift schedules by job and location, sized to expected sales, and let staff swap shifts and request time off for approval.
Text qualified teachers when a sub is needed and give the class to whoever accepts.
Approve hours up to a cutoff date, lock them, and mark time and reimbursements as paid.
Pool tips by job, role, or hours worked and show each person their share.
Set pay rates per class or service, and export each pay period's hours, class pay, tips, and commissions for payroll.
Paychecks, payroll taxes, and filings stay with a payroll provider, and approved hours and expenses are sent to it.
Pay staff a percent or flat amount on product and plan sales, set per item or per person, and take it back on returns.
Log calls, meetings, and emails against a customer by hand, set follow-up dates, and see every message the app sent.
Dated team notes with attachments on customers, jobs, and cases, plus treatment notes per appointment and a manager's shift log with replies.
To-dos with an owner, due date, priority, and status, linked to a customer or record, with reminder emails and a personal queue.
One date-ordered history on each customer, deal, or case of its calls, emails, meetings, notes, tasks, and changes.
An activity feed and alerts when work is assigned, moved, approved, or paid, and comments on records that mention teammates.
Send confirmation, reminder, receipt, welcome, and thank-you emails automatically, each from an editable template with booking details filled in.
Connect staff mailboxes so emails to and from customers, replies included, are logged on the right record, and send from your own address.
Enroll a person in a timed series of emails, calls, and tasks that run step by step and stop when they respond or convert.
A chat window on the website that connects visitors with available staff, shows an away message after hours, and captures the visitor's email.
Text appointment reminders that customers confirm by replying, and let field staff send a one-tap on-my-way text.
Write emails from a customer or deal using saved templates and snippets that fill in fields, keep them on the record, and see when they are opened or clicked.
Send a sequence from the rep's own mailbox on business days and stop it automatically when the person replies or books a meeting.
Text customers from a business number and keep texts, pictures, and social messages in one shared inbox tied to each customer.
Work through a call list one number after another, leave a prerecorded voicemail in one click, and show a local caller ID.
Record calls, transcribe them, and get a summary of key points and next steps, with comments for coaching.
Call customers from their record in the browser or on a phone, take notes during the call, and save the call to the record when it ends.
When a call goes unanswered, the caller gets a text so the conversation can continue by message.
Run ads on search and social networks and sync customer segments as ad audiences.
Set-once emails and texts that go out when a customer is new, has a birthday, has not come back in a while, or has points about to expire.
Track each campaign's dates, budget, and members, see campaigns on a marketing calendar, and credit deal revenue to the campaigns that reached each buyer.
Design bulk emails and texts from templates, send them to a segment now or on a schedule, and see opens, clicks, and sales from each.
Be listed in a consumer app where people find local businesses and book or order from them.
Write a post once, adjust it for each network and the business listing, and publish now or later.
Every marketing email links to a page where people opt out of some email types or all of them.
Look up a gift card's balance and history, take it as payment, and report on gift cards.
Customers earn points per visit, dollar, or item and redeem them for rewards, with welcome and birthday bonuses.
Give customers a link to refer friends, send the friend a welcome offer, and reward the referrer when the friend buys.
Sell digital and physical gift cards with custom designs, delivered by email on a chosen date, with online balance checks and reloads.
Ask customers for an online review automatically after the work is done.
Ask for star ratings and satisfaction scores after visits, reply to customers, and see results by staff and location.
Text or email review requests after each sale or job, steer unhappy customers to private feedback, and draft replies to new reviews.
Write help articles that move from draft to published, attach them to tickets, and mark which audiences see them.
Track customer issues with a number, subject, priority, status, owner, and origin, linked to the customer.
A public site of help articles with search and a request form, and a sign-in area where customers see and reply to their tickets.
Set first-reply and resolution targets by priority, counted in business hours, and flag tickets that are due soon or overdue.
Emails to the support address become tickets, and replies thread onto them.
Work tickets on a status board or in a tabbed workspace that shows the customer, the ticket, and the conversation side by side.
Assign new tickets by rules, skills, and availability, with caps on open tickets per person.
Customers open a secure link or sign in to see their documents, bills, appointments, quotes, and passes, pay, upload files, and message the business.
Share a project's estimates, invoices, contracts, and files with a customer or outside partner, or send a download link that needs no login.
Attach files and photos to customers, invoices, bills, and other records.
Produce quotes, invoices, statements, and completed checklists as branded PDFs with a chosen layout, ready to print, download, or attach to email.
Fill official court forms from case data, and file and serve documents electronically while tracking acceptance.
Store files in folders per customer or case with versions, categories, full-text search, and photo galleries.
Fill Word or PDF templates with customer and case details to produce letters, agreements, and forms in one click.
Send documents, quotes, and contracts for electronic signature, with a signing order and countersigning, and keep the signed copy on the record.
New customers sign the liability waiver and intake forms online before their first visit, and the signed copy is saved with a timestamp.
Generate a website in minutes and keep it fresh with recent work and reviews.
A website built from a theme with booking, ordering, and contact forms tied into the app, plus landing pages for campaigns.
Check-ins, no-shows, class fill, upcoming bookings, new and lost members, and a follow-up list of clients slipping away.
Sell-through, dead stock, count variance, stock history, vendor sales, and margin.
Hours, overtime, wages, tips, and breaks by person and job, scheduled versus worked, and sales per labor hour.
Who owes you and whom you owe, grouped by how overdue, with collections and spending by vendor.
Ready-made reports with filters, column choices, and export, saved as presets and emailed daily, weekly, or monthly.
Sales by item, category, customer, staff, location, and time, with discounts, voids, and kitchen ticket times.
Compare key numbers with anonymized results from similar businesses.
Switch any list to a board by stage, a calendar by a date field, or a timeline where dragging a bar changes its dates.
Pick a record type, fields, filters, and groupings to make new reports, and bundle several reports into one package.
Home and team dashboards with charts and tiles for sales, pipeline, intake, and goals, plus suggested next actions.
Profit and loss, balance sheet, cash flow, and budget versus actual results from the books.
Email the owner a set number of days before any date on a record, such as a close date or a renewal.
Send deals, quotes, invoices, and bills through one or more approvers before they go out or get paid, and lock them while they wait.
When a record is created, changes, or reaches a date, do something: assign a task list, update fields, send an email, generate a document, or archive stale items.
Step-by-step screens that walk staff through questions, such as a call script, and save the answers to records.
Ask in plain language about sales, customers, staff, or cases and get answers, charts, and reports, and have it create or update records after you confirm.
Answers visitors and customers on the website and in messages from your help content, captures leads, books meetings, and passes hard questions to staff.
Reads uploaded court notices, orders, and contracts to draft calendar events and tasks, build chronologies, and help draft documents.
Answers calls and texts around the clock, answers questions about services and prices, books or reschedules, and hands off to staff when needed.
A weekly plain-language summary of how the business is doing, plus flags for unusual transactions, at-risk customers, missed clock-outs, and unusual voids.
Drafts campaigns, posts, landing pages, menu descriptions, offers, and price suggestions for approval.
Watches for buying signals, picks people to contact, and drafts or sends outreach for approval.
On each customer, deal, case, or ticket, AI summarizes recent activity, drafts replies and status updates, and suggests next steps or field updates for staff to approve.
Drafts a quote when a request arrives and drafts invoices in bulk when work is ready to bill, for staff to review.
Drafts next week's shift schedule from availability, expected sales, and overtime risk for a manager to publish.
See who changed what and when on every record, with old and new values.
Run several locations from one app, each with its own address, hours, staff, stock, prices, and reports, plus shared settings for the group.
Each person signs in with a role that sets what they can see and do in each part of the app.
Add the fields and record types the business needs, such as vehicles or properties, set up when the app is built.
Let the owner add fields, calculated fields, record types, roles, and page layouts without asking for a rebuild.
Limit who sees sensitive records, fields, or other teams' and locations' data, and require a second sign-in step.
Restore deleted records from a recycle bin, and get a weekly report of duplicates, badly formatted data, and unused fields.
Staff sign in through the company's own identity provider.
Send customers, items, invoices, payments, bills, and approved time to the accounting system automatically.
Let other software read and write the app's records with keys, and notify it when records change.
Connect to automation services, team chat, spreadsheets, and other business apps, with two-way sync where needed.
An app in the business's brand where customers book, order, buy, manage memberships, and get offers.
Staff see schedules, get shift reminders, swap shifts, request time off, message the team, and check pay and tips.
Crews see their visits, client details, and directions, complete checklists, take and mark up photos, run timers, and create quotes and invoices, even without signal.
Live sales by hour against last week and last year, who is clocked in, and quick controls such as pausing online ordering.
A phone app for working away from the desk: look up customers, check schedules, log time, scan receipts, and get alerts.