The Profit System

Features

Everything your front office does, in one place

Built around the way a small business really works: conversations come in, people book, deals move, money lands. Here is each piece.

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Inbox

One inbox for every conversation

Email and website chat land in one list, with the person’s details beside them. Text messages and Instagram DMs are coming soon.

  • Live website chat: see when they type and when they leave the site
  • Unread, All, Recent and Starred tabs, filters and saved views
  • Assign a conversation, follow it, or leave an internal comment
  • Book a call without leaving the conversation
  • Internal chat for your team, kept apart from customers

Dashboard

Your numbers for any period

One tap switches between Day, Week, Month, Quarter, Year and All time. Each number shows the change against the same stretch before.

  • New leads, calls booked, new customers, cancels
  • Right now: unread messages, calls today, sequences running
  • By brand, when you run more than one
  • Tap a number to open the people behind it

Pipelines

Deals you can see and move

One board per part of your business. Drag on a computer, tap Move on a phone.

  • Your own stages: rename, reorder, add
  • Deal value and time in stage on every card
  • One open deal per person per board, so nothing doubles up
  • Deleted by mistake? Undo, or restore within 30 days

Booking and follow-up

Bookings and follow-ups that run themselves

Share a booking page or put it on your website. Then let a sequence follow up every new lead until they book or reply.

  • Your hours, buffers, minimum notice and questions on the form
  • Confirmation and reminder emails, wording you choose
  • Mark Showed or No-show; each can trigger tags or a sequence
  • Test any sequence in Shadow first: it records what it would send, sends nothing

Live income

Money in, as it happens

When you sell through Whop, payments, refunds and renewals flow in. Live income refreshes by itself while it is open.

  • Today against yesterday at the same time
  • This week, this month and the last 30 days
  • Every payment on the customer’s own page
  • A push on your phone for each sale, if you want it

And the rest

The details that save you time every day

Contacts

Search by name, email, phone or @handle. Tags, custom fields, notes, deals, calls, payments and a full timeline on one page. Duplicates are flagged for you to merge.

Follow-up sequences

Steps in plain sentences, who is inside, and a log of every change. Off, Shadow or Live, switched one at a time.

Outreach lists

Each day, a short list of past customers and leads worth a personal message. Copy the message, send it from your own app, tap Sent.

Content studio

Plan a week of Reels. Copy the script, film, tap Open Instagram (the caption is copied), then Mark posted.

Scoreboard and Monday report Growth and Pro Coming soon

Every Monday morning: last week’s top wins, top drops and three things to focus on. Nothing guessed; what is not measured says so.

Phone app and alerts

Add it to your home screen like an app. Push alerts for new chats, leads, bookings and sales, with quiet hours.

Team roles Growth and Pro Coming soon

Owner, Sales and Support. Sales and Support see the inbox, contacts and calls of their brands. Money screens stay with the owner.

Ask Claude Pro Coming soon

Type a request in plain words, like “write next week’s posts”. The answer comes back in the app, with an alert when it is ready.

More than one brand Growth and Pro

Run several brands or locations from one login. A switcher at the top; each brand’s people kept apart when you need them to be.

Your data

Private by default, yours to take

Export everything

Contacts, conversations, deals, notes, bookings and more, as CSV or JSON, any time. No asking, no waiting.

Opt-outs respected

Unsubscribes, bounces and “please stop” replies block that address for good. Marketing emails carry your postal address.

Runs on Cloudflare

The app and your data run on Cloudflare’s network. Every change is logged with who made it and when, and deletes can be undone for 30 days.

What it does not do

We keep the list honest. The Profit System does not build websites or funnels, send review requests, track phone calls or run Facebook pages. Text messages (SMS) and Instagram DMs are coming soon.

Questions first?

See it on your business

Ask a question or book a short demo call. A real person replies by email.

  • 14-day free trial on every plan. Nothing is charged until day 15.
  • A hand getting started: contacts, chat bubble, booking page.
  • Prefer email? Write to support@theprofitsystem.com.
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