Online booking software for appointments, staff, and payments.
Let clients book online, manage staff and branch availability, collect appointment payments, and keep every booking tied to the customer record.
Professional Services
Run every client engagement from one connected platform.
Getme gives professional services firms a connected workflow for client intake, appointments, proposals, documents, invoices, payments, CRM, and follow-up.
The challenge
Professional services firms run on too many disconnected systems.
Client inquiries land in email, proposals live in cloud folders, contracts get signed through a separate tool, and invoices are assembled manually from scattered notes. Nothing connects — and every gap costs billable time or slows follow-up.
- 01
No single record of a client from first inquiry through active engagement
- 02
Proposals drafted in isolation, disconnected from booking and billing workflows
- 03
Contract signing, deposit collection, and project kickoff handled across separate tools
- 04
Invoice context assembled manually, outside the system where client work lives
- 05
No unified view of pipeline, active engagements, and outstanding payments
BookingsOnline scheduling for discovery calls, consultations, and recurring sessions.
ClientsA single client record from first inquiry through every active engagement.
DocumentsProposals, contracts, and signed paperwork stored alongside the client record.
PaymentsDeposits, milestone billing, and final invoices — collected without a separate tool.
InsightsPipeline, active engagements, and outstanding balances in one unified view.
FinancialRevenue, collected amounts, and aging balances tracked across every client.
InquiriesInbound leads land directly on the client record — no manual CRM entry.
ProposalsScope, deliverables, and pricing — sent and signed inside the same workflow.
What you can do with Getme
One platform for the full client engagement lifecycle.
From the first inquiry to the final invoice, Getme connects every part of your professional services operation — so your team spends less time on administration and more time delivering client value.
- CRM
Manage clients and prospects
A single client record from first contact through active engagement — inquiry history, proposal status, document context, and payment visibility in one place.
- Bookings
Schedule consultations and sessions
Online booking for discovery calls, consultations, and recurring engagements — with availability management, reminders, and calendar sync built in.
- Documents
Send proposals and track signature status
Professional proposals with scope, deliverables, and pricing context — sent from the client workflow and tracked with signature status where supported.
- Invoicing
Track deposits, invoices, and payments
Deposit, milestone invoice, final invoice, and payment status context stay connected to the client engagement for review.
- Sites
Publish your practice website
A professional site with embedded booking and inquiry forms — on a custom domain, styled to your practice, with no separate CMS or booking plugin.
- Financial
Review payment visibility
Payment, invoice, and engagement context stay visible together as operational workflow context.
How it all connects
From inquiry to active engagement, without switching tools.
Every stage of the client lifecycle can stay connected on Getme: intake, appointments, proposals, documents, invoices, payments, CRM, and follow-up.
Inquiry captured
A prospect submits an inquiry form or your team logs an inbound lead. The client workflow starts with the intake and CRM context together.
Proposal sent
Scope, deliverables, and pricing context are assembled into a proposal and tracked with the client workflow.
Document approved
Signature status, document approval, and deposit invoice context can stay connected before the engagement begins.
Engagement managed
Appointments, engagement notes, and documents stay linked to the same client workflow your team has used since intake.
Common questions
Questions from professional services firms.
What kinds of professional services businesses does Getme support?
Getme is designed for independent practitioners and small-to-mid-size firms that manage client engagements — consultants, coaches, advisors, architects, designers, and similar practices where work is scoped, proposed, documented, invoiced, and followed up per engagement.Can I send proposals and track signature status inside Getme?
Proposals can be created from the client workflow, sent for review, tracked with signature status where supported, and stored alongside the engagement documents.How does milestone or retainer billing work?
Deposit invoices, milestone invoice context, final invoices, and retainer billing context can stay tied to the client record. Specific recurring-billing behavior belongs to the Billing product.Can clients book consultation time directly through my website?
Getme includes online booking workflows that can connect to your practice website or a direct link. Availability, appointment context, and follow-up stay connected to the client record.Where are contracts and engagement documents stored?
Documents such as proposals, agreements, scope addenda, and client files can stay linked to the client record with status and activity context.How does Getme pricing work for professional services firms?
Getme is plan-based. CRM, bookings, documents, invoicing, payments, and sites are part of the connected platform story. See the pricing page for current plan details.