Every PLATFORM STUDIO DESIGNS client receives a professional business-system foundation built around the way their business operates. The exact configuration varies by business, but the standard platform can include the following capabilities.
100% Custom Website
A professionally designed website built specifically around your business, customers, goals, services, brand, and customer journey. No pre-designed templates. No cookie-cutter layouts.
Custom CRM & Lead Management
Capture, organize, track, and manage leads from first inquiry through the sales process using workflows configured around your business.
Lead Capture
Purpose-built forms and lead-capture systems designed to turn website visitors into actionable business opportunities.
Industry / Business Type Classification
Organize leads and customers based on the industries, services, business types, or classifications that matter to your operation.
Tags
Apply flexible tags to leads and customers so important information can be organized and found quickly.
Segments
Group leads and customers into useful segments for organization, communication, follow-up, and business workflows.
Classification Rules
Use configurable rules to help classify incoming leads and customer records based on information relevant to your business.
Customer Management
Keep important customer information organized in one connected system rather than spread across separate tools.
Project Management
Track active customer work, project information, progress, and related business activity from the same connected platform.
Customer Portal
Give customers secure access to relevant projects, financial documents, payments, files, appointments, and other business information.
Built-In Booking Portal
Allow customers to request and manage appointments through a booking experience connected directly to your business system.
Built-In Accounting Software
Create and manage quotes, estimates, proposals, invoices, statements, purchase orders, payments, and customer financial history. Business numbering can begin at the default starting number of 1001 or be configured to use a custom starting number of up to six digits.
Tasks
Create and manage business tasks connected to the people, customers, projects, and workflows that need attention.
Appointments
Manage scheduled appointments and customer booking activity from within the connected system.
Documents / Shared Document Access
Store and share relevant customer and business documents through the connected platform and customer portal.
Branded Transactional Email
Send professional business notifications and transactional communications using your business branding.
Automation & Notifications
Use connected workflows and notifications to reduce repetitive administrative work and keep leads, customers, projects, and transactions moving.
Business Settings
Manage important business details and platform configuration from within the system.
Customer Branding Controls
Customers can manage business name, primary logo, document logo, favicon, primary color, and secondary color. Uploading or changing existing business branding is part of the standard platform.
SEO & Marketing
The website and platform are built with a professional search and marketing foundation so your business can present itself clearly and support ongoing growth.
Business Knowledgebase
Maintain approved business information that can support your platform, customer communications, and marketing workflows.
Business Knowledgebase
Maintain approved business information that can support your platform, customer communications, and marketing workflows.
Hosting
Hosting is included while your website remains on PLATFORM STUDIO DESIGNS infrastructure.
SSL
SSL protection is included.
Domain While Subscribed
Domain service is included while subscribed, subject to the applicable service arrangement.
Maintenance
Ongoing technical maintenance is included.
Phone Support 7 Days/Week
Both Managed and Owner Self-Managed clients receive 100% U.S.-based phone support 7 days/week while hosted on PLATFORM STUDIO DESIGNS servers. You speak with a fluent English-speaking support representative who can clearly understand your issue and communicate without unnecessary language barriers, outsourced call-center scripts, or canned responses. The goal is straightforward: clear communication, real assistance, and direct answers when you need support.
