Scattered tools
- Lead in WhatsApp, deal in spreadsheet, tasks elsewhere
- Copy-paste between chat and CRM
- Invoices in email threads
- New hire needs five logins
- Owner chases updates manually
For small teams
Automate your small business
From first lead to finished work and payment — one Vmoox workspace, no tool juggling.
- No Zapier required
- Free Starter plan
- Live in one afternoon
Stop copying leads between apps
Small teams lose hours moving inquiries from WhatsApp to spreadsheets, then to task tools, then to invoicing. Vmoox keeps the full journey on one record — so you automate by structure, not by duct tape.
- 1login for the whole flow
- 0migration projects
- 4+apps on one workspace
Your automation path
Six connected stages — each one lives on the same row in Vmoox.
- 1CaptureLead lands as a row
- 2RespondWhatsApp & chat in context
- 3PlanTasks & checklists attached
- 4DeliverFiles & time on the record
- 5InvoicePayment without leaving the deal
- 6GrowReports & automation ready
How small teams run it in Vmoox
Every stage uses the same workspace — install apps once, then work from the record.
- Stage 1
Capture every lead in one place
Web form, referral, or WhatsApp inquiry becomes a lead row — with owner, status, and source already on the record.
- Install Leads from the apps hub in minutes
- Assign owners so nothing sits unowned
- Track source and status on every row
- Add more workspaces later for clients or brands
- Stage 2
Reply without losing context
Connect WhatsApp and team chat so every customer thread sits beside the lead. Handoffs include full history — not a screenshot in Slack.
- Connect WhatsApp lines for customer conversations
- Use team messaging for internal coordination
- Link chats to lead records for deal context
- Assign inbox threads so replies stay owned
- Stage 3
Scope work on the record
Add tasks, checklists, and due dates on the same row. Everyone sees what “done” means before work starts.
- Install Tasks or use Leads board views
- Add checklists so scope is visible to clients
- Set due dates and owners on the row
- Hand off with full history — not a recap email
- Stage 4
Deliver with full visibility
Files, comments, and time tracking live on the row. Owners see progress without chasing updates in three apps.
- Attach files and briefs on the record
- Log time with Timo without leaving Vmoox
- Comment @ teammates on the row
- See status without micromanaging every tool
- Stage 5
Invoice and get paid on the deal
Log payments and invoices on the lead or project row — no exporting to a separate billing tool for basic delivery work.
- Log payments on the lead or project row
- Keep invoice notes beside the deal
- Share context with finance without re-exporting
- Upgrade plans when volume grows
- Stage 6
Automate what repeats
Unified data today; API access, inbox rules, and AI assist on the roadmap. Start manual, automate when patterns are clear.
- See pipeline and activity in one workspace
- Connect external tools through the API
- Prepare for inbox rules and assignment automation
- Scale from solo to team on the same platform
Automation wins you can start today
You do not need a complex setup — these patterns work on day one with Starter.
One record per client
Every inquiry becomes a row with owner, status, and chat attached — no duplicate entries across tools.
Install Leads + WhatsApp firstChecklists beat status meetings
Define “done” on the row with checklists and files. Clients and contractors see the same truth.
Use sub-apps on every recordPay on the deal
Log deposits and invoices on the row so delivery and billing never diverge.
Enable Payment on key appsHand off with history
WhatsApp and internal chat stay on the record — new hires onboard into one workspace, not five apps.
Invite teammates with rolesStart manual, automate later
Unified data is the foundation. Connect the API or adopt rules when your process is repeatable.
Explore automation featuresOne afternoon setup
Create a workspace, install apps, invite your team, and run your first pipeline the same day.
Free Starter — no card required
Before vs with Vmoox
What changes when small teams stop juggling tools.
One workspace
- Lead, messages, tasks, and payment on one row
- Every conversation tied to the right record
- Files and invoices live on the deal
- Onboard into one workspace
- Visibility without micromanaging
FAQ
Automate your business — FAQ
Common questions from small teams getting started.
For the basics — leads, messaging, tasks, files, and payments on one record — Vmoox sub-apps cover it. Use the API or roadmap automation features when you need deeper rules.
Many teams create a workspace, install Leads and WhatsApp, and move a real inquiry the same afternoon. No migration project required.
No. Agencies, studios, and service businesses use the same flow: inquiry → scope → delivery → payment. Install the apps that match your work.
Starter is free. Invite contractors and employees into the same workspace with roles when you grow — same records, same history.
Ready to automate in one workspace?
Start free with Starter — unify capture, delivery, and payment without replatforming later.
- Free Starter plan
- Setup in one afternoon
- Upgrade when you scale