One record per client
The enquiry form creates the contact and the deal. The project, the files, the bookings and every conversation hang off the same record, so anyone on the team can pick a client up.
CRMFormsProjects
Who it's for / Business
You sell time and trust. Sonaris looks after both.
Sonaris is for any business that does work for clients, whether you bill by the job, the retainer, the visit or the session. Every client gets one record from the first enquiry onwards, so your time goes on the work instead of the admin around it.
Sound familiar?
The work is good. The admin around it is the problem.
A business like yours runs on a handful of moments: an enquiry, a quote, a start date, a round of feedback, a sign-off, a payment. Each one tends to live in a different tool, so every moment means copying something across and hoping nobody misses it.
The enquiry is in someone's inbox, the quote is in a doc and the latest feedback is in a message thread.
Clients email to ask where things are, because they can't see for themselves.
We only find out a fixed-price job ran over when we add up the hours at the end.
Every new client means the same setup steps, done by hand on a Friday afternoon.
What changes
Four things get easier when every part of the business works from the same client record.
Clients see progress without asking
Invite clients as guests to their project, its chat room and a portal page. They see their tasks, files and next steps, and only those.
FolioChatGuests
Know where the time went
Estimate each task and log time against it, so a fixed-price job that is running over shows up while you can still do something about it.
Projects
The setup runs itself
When a deal is won, a flow opens the project from your template, invites the client as a guest and assigns the kickoff checklist.
FlowsChecklists
Where to start
Start with the client record. Every other module attaches to it.
CRM · FormsAn enquiry becomes a client
A form on your site or a booking page creates the contact and the deal, tagged by source, with the answers attached.
Projects · ProfilesThe work starts
When the deal is won, a project opens from your template and the client joins as a guest to see their files and tasks.
CommercePackages and contracts
List service packages with delivery times and revisions, and write contracts with deliveries the client approves.
Go deeper
The features behind all of this, area by area.
CRM and FormsContacts, deals, booking pages, campaigns and the forms that feed them.
ProjectsBoards, phases, templates and time against the estimate.
FolioBriefs, proposals and client portals with live records inside.
CommunicationShared inboxes and chat, with clients where you want them.
CommerceService packages and contracts with deliveries.
FlowsAutomation across every part of the business.
What it costs, and how to switch
Price
Priced by the size of your team
$20 a seat per month
Every seat includes all fourteen modules. A seat is someone on your team; clients join as guests and don't need one. Each plan includes a number of guests: 5 on Standard, 25 on Premium and 100 on Platinum.
See pricing
Switching
Run it alongside what you have
Import contacts and deals from a CSV on day one. Start the next new job in Sonaris and let the ones in progress finish where they are.
You can export your data whenever you want.
How switching worksStart with CRM
Plans start at $20 a seat per month, with every module included. Sonaris launches on 1 December 2026.
Cancel any time · export your data whenever you want