Software & Automation | The Modern Concierge
Software & Automation

Software that runs
your business for you.

Ready-to-use dashboards built for how you actually work, plus automations that take the busywork off your plate. Inbox, calendar, and to-do list included.

Ready-to-use software

Pick the dashboard built for you

Four tools, already built and ready to set up for your business. Book a demo and we'll walk you through exactly how it works for your day-to-day.

Owner's Desk
A bird's-eye view of your entire company, in one place.
  • Goals and priorities at a glance
  • Inbox urgencies that need your attention
  • Financial snapshot: cash on hand and payroll
  • Employee PTO tracking
  • Where every customer sits in your pipeline
Book a Demo
Realtor Check List
Track every client from first contact to closing.
  • Add new clients and save their full profile
  • Step-by-step checklist for buying or selling
  • Always know exactly where each client stands
  • Never lose track of what a client wants
Book a Demo
Designer Dashboard
HoneyBook, Owner's Desk, and Programa, combined into one system.
  • Client and project management
  • Full business oversight in one place
  • Program-style workflow tools built in
  • Everything a designer needs, nothing they don't
Book a Demo
Master To-Do List
One to-do list that pulls from everywhere else.
  • Pulls tasks straight from your inbox, filtered by priority
  • Merges with Ninety.io, Motion, and ClickUp into one master list instead of five
  • Built-in AI flags what can be delegated
  • Delegate with full context pulled from the original email. No re-explaining needed.
  • Kanban view included
Book a Demo
Automations & AI

What automation actually looks like

Real examples of what we set up for clients, so you know exactly what to ask for.

Inbox Labeling & Cleanup
New emails are automatically sorted into labels the moment they arrive: Clients, Urgent, Newsletters, so your inbox is organized before you even open it.
Draft Replies, Ready to Send
When a routine email comes in, a reply is already drafted and waiting for you. Just review and hit send instead of writing it from scratch.
Calendar Cleanup & Labeling
Meetings get automatically color-coded and labeled by type: Work, Client, Personal, and clutter gets cleared out, so one glance tells you what kind of day you're walking into.
Morning Recap & Debrief
A summary lands in your inbox every morning: what's on today's calendar, what came in overnight that needs a response, and what's still open from yesterday.
The "What Did I Miss" Recap
We scan back through recent email and resurface anything that slipped through the cracks, like an unanswered client question or a vendor still waiting on you, before it becomes a problem.
Tier 01
Quick Automation
Single automated workflow
$650
Flat Fee · $100/mo Maintenance

e.g. inbox labeling, calendar cleanup, or one drafted-reply workflow.

  • One automated workflow, scoped & built
  • Tested and handed off with a written guide
  • Ongoing monthly maintenance included
Book a Demo
Tier 02
AI Workflow Build
Multi-step automation, 3 to 5 systems
$2,200
Flat Fee · $200/mo Maintenance

e.g. morning recaps, "what did I miss" catch-up scans, or a full inbox and calendar overhaul working together.

  • Multi-step automation with AI decision-making
  • Connects across 3 to 5 of your existing systems
  • Testing, training & written guide
  • Ongoing monthly maintenance included
Book a Demo
Tier 03
Custom AI System
Full AI agent / integration
From $4,500
Custom Quoted · $350/mo Maintenance

A full AI agent consolidating your inbox, calendar, and to-do list into one system.

  • Full AI agent / integration, custom scoped
  • Consolidates multiple platforms into one system
  • Testing, training & written guide
  • Ongoing monthly maintenance included
Book a Demo
One-off add-on

Need one process documented?

For anyone who wants a single SOP without a bigger project. Available at any tier, billed separately from your monthly hours.

Add-On
Standard SOP
Available at any tier
$450
Flat Fee

A single process, single system, documented and ready to use.

  • One documented, ready-to-use SOP
  • Single process, single system
  • Billed separately from your monthly hours
Inquire
Add-On
Complex SOP
Available at any tier
$750
Flat Fee

Multi-step, cross-system. Includes research and stakeholder interviews.

  • One documented, ready-to-use SOP
  • Multi-step, cross-system process
  • Includes research & stakeholder interviews
  • Billed separately from your monthly hours
Inquire

Not sure what you need?

Tell us what's slowing you down and we'll show you what's possible.

Book a Demo