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Colony
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What Colony does, area by area

Colony is business management software for service businesses, with a built-in CRM. It connects customers, quotes, bookings, jobs, invoices, messages and paperwork in one place, with tax and currency set for your country. Where a feature is in beta or partly built, this page says so.

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Customers and sales

One customer record that leads, quotes, invoices and messages all read from.

  • CRM and pipeline

    Leads, customers and a board view. Reps see their own work and managers see the team.

  • One record per customer

    Jobs, invoices, quotes, payments, loyalty, requests, scans, visits and tasks on one page. Enquiries from forms, bookings and messages are matched to the right person by email or phone, and duplicates are warned about and can be merged.

  • Products and services

    A price list of what you sell. Quotes and invoices use the prices you set.

  • Quotes and invoices

    Real invoice numbering, part payments, credit notes and printable receipts. Issued invoices lock, and changes go through credit notes.

  • Recurring invoices and deposits

    Repeat invoices on a schedule, and ask for a deposit when a quote is accepted.

  • Aged debtors and accounting exports

    See who owes what and for how long, and export invoices as a file your accountant can import.

  • Pay by link

    A Pay now button on invoices, with automatic reminders, so customers can pay by link.

  • Tax and currency by country

    VAT, GST and sales tax follow the company's country. Each currency is shown on its own and never mixed.

Bookings and work

From a customer picking a time to the job being done.

  • Meetings and booking links

    Share a booking link and let people pick a slot. Set rules on the link and choose whether a request is approved before it is confirmed.

  • Availability

    Set your open hours and the times people can book.

  • Reception

    See who has arrived, who is waiting and walk-ins.

  • Dispatch and the customer job page

    Assign people to jobs on a day-by-day board. Customers can follow a job's progress from a link.

  • Meeting reminders and calendar sync

    Reminder emails go out before a meeting, and meetings are pushed to your Google or Outlook calendar.

  • Jobs and field work Beta

    Stages, visits for several people, timers, materials, quoted against actual, and a phone view for the day. Approved bookings can become jobs.

  • Tasks

    To-dos and follow-ups so nothing slips.

  • Support tickets

    Track customer issues as tickets with response targets.

Messaging and communication

Email, WhatsApp and SMS, with consent handled properly.

  • Messages with consent

    Email, WhatsApp and SMS with consent records, STOP handling and quiet hours built in. Marketing needs consent and service messages do not.

  • Inbox

    Chat, WhatsApp, SMS and email come together in one queue. You can reply to chat and email conversations there.

    Replies to WhatsApp and SMS conversations are not yet sent from the inbox.

  • Email composer and newsletter

    Write and send email to your customers and subscribers, with AI help for the drafting.

  • Knowledge base

    Help articles and answers you can reuse.

  • Mail sync and live chat

    Connect Gmail or Microsoft mail so messages appear on the customer's timeline and in the inbox, and add a chat box to your site pages.

Documents, forms and signing

Paperwork that goes out, comes back and stays on the customer record.

  • 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.

  • Collect documents

    Ask a customer to upload paperwork such as ID or proof of address.

  • Several signers

    Send one document to several people, in order or all at once, send it in bulk from a spreadsheet, or share a public signing link. Anyone can check a signed PDF on a verify page.

  • Document scans

    Capture documents with a phone camera and file them.

  • Tools and document review

    Build calculators for your trade, and run uploaded documents through a checked review with sign-off. Review carries a clear notice that it is not professional advice.

Loyalty and vouchers

Reward repeat customers.

  • Loyalty stamp cards

    Design a card, stamp it from paid sales or at the counter, and issue a voucher when it is full.

  • Loyalty points

    Customers earn points on paid sales and can spend them as a payment.

  • Vouchers

    Issue, gift and redeem vouchers, with a counter screen that can scan a code.

    Adding loyalty cards to a phone wallet is not live yet.

Your online presence

A public face that feeds the same customer records.

  • Landing pages (Forge)

    Drafts landing pages from a description, for you to review before they go live.

  • Storefront (Habitat) Beta

    Builds a storefront from your catalogue, with booking and a contact form that lands in your pipeline.

  • 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.

  • Hebrew pages and accessibility

    Public pages your customers see can run in Hebrew, right to left, and include an accessibility button for readability options. The Colony app itself is in English for now.

Insight and control

See how the business is doing and decide who can do what.

  • Reports and dashboards

    Group results by day to year, build dashboards and email one to your team on a schedule.

  • Team performance

    Targets, results and commission rules for your staff.

  • Lead sources and attribution

    See which source brings in the money, from first visit to paid invoice.

  • Ready-made automation rules

    Rules for missed leads, reminders, no-shows, review requests and invoice chasing that you switch on when you want them.

  • Find prospects

    Search the web for people who might buy. They arrive as draft leads for you to approve.

  • AI helpers

    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 asks you to confirm before it changes anything.

  • Automation and custom fields

    "When this happens, do that" without code, and custom fields to track what your industry needs.

  • Roles and audit log

    Role-based access, with a record of who did what.

  • Sign-in security and recycle bin

    Optional two-step sign-in, a login history, and a recycle bin that restores deleted records for 30 days. Customers can ask for their data to be exported or erased.

  • Starter kits by business type

    Pick your kind of business and get starter services, document templates, a setup checklist and a menu that shows only what you use.

  • API and webhooks

    Every record reachable over a REST API with token auth, so you can build on Colony.

  • Import and export

    Bring existing customers across from a spreadsheet or another tool, and export everything in one click. Imported records do not trigger your automations, so nobody gets an unexpected message.

See it for your kind of business

Try it with your own business

Create an account and set Colony up for what you do.

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