Run your whole business from one login.
Leads, quotes, bookings, jobs, invoices and getting paid, all reading from the same customer record. Tell Colony what you do and it tailors itself to your trade. Its AI helpers ask before they act.
- Free for now, no credit card
- Quick setup
- Your data is never sold
Built for the way you actually work
Describe your business once. Colony learns your profession, then shapes its price-list wording, forms, tools and assistant around it.
Type it once. It follows the customer all the way to paid.
Bolted-together software makes you re-enter the same customer in three places. Colony is one system, so one event ripples to everything that needs it.
They get in touch
A message from your website, a form or a call becomes a lead. If they are already a customer, it is matched for you.
You quote and book
Send a quote from your own price list, share a booking link (with your approval first, if you want it), and get a real Accept or Decline on every invite. Send forms to be signed online.
The work gets done
Visits, timers, materials, photos and a signature, from the phone, with the customer able to follow progress.
You get paid
An invoice built from the real work, a pay-by-link button, automatic reminders and a receipt when it lands.
One platform, every part of the business.
AI helpers that ask before they act
Ask it to find a customer, draft a quote from your price list or summarise a job. It only uses prices you have set, and it asks you to confirm before it changes anything.
- Understands the record you are looking at
- Voice notes become tasks and notes
- Find prospects on the web, for you to approve
- A short brief before each meeting
Quotes and invoices you can trust
Real invoice numbering, part payments, credit notes and printable receipts, with sealed PDFs.
- VAT, GST and sales tax handled per country
- Each currency shown on its own, never mixed
- Recurring invoices, and a deposit when a quote is accepted
- Who owes what, and exports your accountant can import
Get paid by link
A Pay now button on invoices, with automatic reminders, so customers can pay by link with Stripe.
Jobs and field work
Stages, visits for several people, timers, materials, quoted against actual, and a phone view for the day.
- A day-by-day board to assign people
- A link for customers to follow a job
Messages with consent
Email, WhatsApp and SMS with consent records, STOP handling and quiet hours built in.
- Newsletters and group email with one-click unsubscribe
- Gmail and Microsoft mail on the customer’s timeline
CRM and pipeline
Leads, customers, tickets and a board view, scoped by role so reps see their own and managers see the team.
- Tasks with due dates and reminders
- Duplicates warned about, and merged on request
Meetings and booking
Share a booking link and let people pick a slot. Invitees answer and you are told once per change.
- A reception screen for arrivals and walk-ins
- Reminder emails before each meeting
- Meetings sync to your Google or Outlook calendar
Your own website
Habitat builds a storefront from your catalogue, with booking and a contact form that lands in your pipeline. Forge drafts landing pages from a description for you to review.
Tools and document review
Build calculators for your trade, and run uploaded documents through a checked review with sign-off.
Automation without code
“When this happens, do that.” Custom fields let you track exactly what your industry needs.
- Ready-made rules for missed leads, reminders, no-shows, review requests and invoice chasing
Reports and dashboards
Group by day to year, and email a dashboard to your team on a schedule.
- Which lead source brings in the money
- Commission rules and team targets
Booking links with approval
Set rules on each booking link and choose whether a request is approved before it is confirmed. Approved bookings can become jobs, with the customer told by email, WhatsApp or both.
Plugins for your own site
Already have a website? Add Colony booking, a contact form or a join-our-list form to it, and what people send lands in your CRM.
Forms and e-signing
Send forms and documents to be filled in and signed online. Signed copies come back as sealed PDFs stored on the customer record.
- Several signers, in order or all at once, and a public signing link
- Ask clients to upload ID or proof of address
- Photograph paper forms and file them to the client
Loyalty cards and vouchers
Reward repeat customers with loyalty cards, points and vouchers they can redeem with you.
- A page where customers see their cards and vouchers
Support tickets
Track customer issues as tickets with response targets, so nothing slips through.
Hebrew pages
Public pages your customers see can run in Hebrew, right to left. The Colony app itself is in English for now.
Public API and webhooks
Every record reachable over a REST API with token auth. Build on Colony, not just in it.
Unified inbox
Chat, WhatsApp, SMS and email come together in one queue. Reply to chat and email conversations right there. Colony also sends reminders, vouchers and appointment notices by WhatsApp. Replying to WhatsApp and SMS from the inbox is on the way.
One record for every customer
Jobs, invoices, quotes, payments, loyalty, documents, visits and tasks on one page. Enquiries from forms, bookings and messages are matched to the right person.
Starter kits and a short menu
Choose your kind of business and get matching starter services, document templates, a setup checklist and a menu that shows only what you use.
- Import from a spreadsheet or another tool
- Export everything in one click
Boring in the ways that matter.
Colony is built for small businesses that sell in more than one country and answer to real customers, so the unglamorous parts are done properly.
Consent is recorded
Marketing needs consent, service messages do not, and every unsubscribe and STOP is honoured everywhere.
Invoices that hold up
Issued invoices lock. Changes go through credit notes, and sealed PDFs show if anything was altered.
Built for more than one country
Tax, currency and number formats follow the company’s own country. Colony is open to businesses in any country.
You stay in control of AI
The AI helpers draft and suggest, and ask before they act. Document review always carries a clear “not professional advice” notice.
The right people see the right things
Role-based access, optional two-step sign-in, and an audit log of who did what. Reps never see settings or costs unless you allow it.
Your data stays yours
Never sold. Imports and exports are yours to run, and the API is open to you.
Free while we are in our trial.
Free during our trial
Colony is free to use while we are in our trial period. Set up your company, add your customers and send your first quote without a credit card. We plan to introduce paid plans later.
Create your workspace Questions about plans? support@colonys.ioStraight answers.
Is it really free?
Yes, during our trial period. You do not need a credit card to start. We plan to introduce paid plans later.
Which countries does it work in?
Colony is open to businesses in any country. Tax and currency follow your company's country, including VAT, GST and sales tax.
Will the AI do things without asking me?
The AI helpers ask before they act. They draft and suggest, anything that changes your data shows you a confirmation first, and quotes use only the prices you have set.
Can I bring my existing customers across?
Yes, you can import them. Imported records do not trigger your automations, so nobody gets an unexpected message.
Who owns my data?
You do. We never sell it, and you can export it and reach it through the API.
Does it work in Hebrew?
The public pages your customers see, such as booking, forms and signing, can be shown in Hebrew with a right-to-left layout. The Colony app itself is in English for now.
Is it for my kind of business?
Colony is for service businesses and small teams of many kinds: trades, clinics and salons, consultants, agencies and IT firms. Tell it what you do and it tailors itself.
Stop paying for tools that don’t talk to each other.
Your CRM, your website, your bookings and your invoices. One login, one source of truth.
Start free today