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OWNER SELF-MANAGED PACKAGE

Owner Self-Managed Custom Business Website & Business Management System

You take greater control of the platform and greater responsibility for managing it.

Get the same 100% custom website and connected business-system foundation while taking a more active role in administration, configuration, and ongoing platform management.

This package is designed for business owners who want greater long-term control and are comfortable taking more responsibility for how their platform is managed.

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Built around your business

Your website and business system are designed around your business rather than forcing your business into a generic template.

Greater platform responsibility

You take a more active role in administration, configuration, and ongoing management of your platform.

Phone support 7 days/week

Customers hosted on our servers receive 100% U.S.-based phone support 7 days/week as part of the hosted service.

THE OWNER SELF-MANAGED DIFFERENCE

Greater Control Comes With Greater Responsibility.

Owner Self-Managed is designed for business owners who want the same professional custom website and connected business system but prefer a more hands-on role in managing the platform after launch.

Instead of relying on PLATFORM STUDIO DESIGNS to manage as much of the ongoing technical environment as possible, you take greater responsibility for platform administration and ongoing management.

YOUR RESPONSIBILITY

What You Take Responsibility For

  • + Platform administration
  • + Managing website configuration
  • + Managing available platform settings
  • + Managing website content and updates within the platform
  • + Managing ongoing platform administration
  • + Taking greater responsibility for the technical environment
  • + Managing the day-to-day operation of the platform

BUSINESS OPERATIONS

What You Manage Through the System

  • + Managing leads
  • + Managing customers
  • + Managing appointments and bookings
  • + Managing projects
  • + Managing quotes, estimates, and proposals
  • + Managing invoices and statements
  • + Managing purchase orders
  • + Managing payments
  • + Managing documents
  • + Managing business workflows
  • + Managing business settings and branding
  • + Using the CRM and business system
  • + Running the day-to-day business

The core platform is the same. The difference is that you take on more responsibility for managing it.

WHAT YOU GET

The Same Custom Business Foundation With Greater Owner Control.

Owner Self-Managed does not mean a stripped-down website or reduced business system.

You still receive the same professional 100% custom website and connected standard business-system foundation available through PLATFORM STUDIO DESIGNS.

The difference is who takes greater responsibility for managing the platform after it is built.

100% Custom Website

A professionally designed website built specifically around your business, brand, customers, services, goals, and industry. No generic template with your information dropped into it.

Custom CRM & Lead Management

Capture, organize, track, and manage leads from first inquiry through your actual sales process.

Lead Capture

Purpose-built forms and lead-capture workflows designed to turn website visitors into actionable business opportunities.

Industry / Business Type Classification

Organize leads and customers according to industries, service types, business types, or other classifications relevant to your operation.

Tags, Segments & Classification Rules

Use flexible tags, customer and lead segments, and configurable classification rules to organize information and support your workflows.

Customer Management

Keep customer records, contact details, activity, and related business information organized in one connected system.

Project Management

Track active customer work, project details, progress, documents, and related business activity.

Built-In Booking Portal

Allow customers to request and manage appointments through a booking experience connected directly to your business system.

Customer Portal

Give customers secure access to relevant projects, financial documents, payments, files, appointments, and business information.

Built-In Accounting Software

Manage: Quotes, Estimates, Proposals, Invoices, Statements, Purchase Orders, Payments, Customer financial history

Tasks & Appointments

Manage business tasks, appointments, and booking activity through the connected platform.

Documents / Shared Document Access

Store and share relevant customer and business documents through the platform and customer portal.

Branded Transactional Email

Send professional transactional notifications and communications using your business branding.

Automation & Notifications

Use connected workflows and notifications to reduce repetitive administrative work and help keep customers, projects, and transactions moving.

Business Settings & Branding Controls

Manage important business details and customer-facing branding, including: Business name, Primary logo, Document logo, Favicon, Primary color, Secondary color

SEO & Marketing

Your website and platform include a professional search and marketing foundation designed to support visibility and growth.

Business Knowledgebase

Maintain approved business information that can support platform operations, communications, and marketing workflows.

Hosting, SSL, Domain & Maintenance

Your Owner Self-Managed platform remains hosted on PLATFORM STUDIO DESIGNS infrastructure while subscribed, with SSL, domain service, maintenance, and support provided according to the service arrangement.

CONNECTED BUSINESS OPERATIONS

Your Website Becomes Part of Your Business Workflow.

Use the connected business system to organize the customer journey from the first inquiry through the final transaction.

Because the platform is configured around your business, your workflow does not have to conform to a generic process.

New Lead
Contacted / Qualified
Quote / Estimate / Proposal
Scheduled / Approved
Completed
Invoice / Payment

Different industries and businesses can use different workflows based on how they actually operate.

BUILT-IN ACCOUNTING SOFTWARE

More Than Invoices.

Your business system can support the financial workflows used throughout the customer and transaction lifecycle.

Included capabilities:

  • + Quotes
  • + Estimates
  • + Proposals
  • + Invoices
  • + Statements
  • + Purchase Orders
  • + Payments
  • + Customer financial history

Document Numbering

Start with 1001 or use your own numbering system.

The default starting number for supported accounting documents is 1001.

Businesses can configure a custom starting number of up to six digits to better align with an existing numbering system.

INDUSTRY-SPECIFIC CONFIGURATION

Your Business Process. Your Industry. Your System.

A plumber, attorney, auto repair shop, accountant, and med spa can all require very different workflows.

Your website and connected business system can be configured around your:

  • + Services
  • + Terminology
  • + Customer journey
  • + Lead process
  • + Sales process
  • + Projects
  • + Appointments
  • + Accounting workflows
  • + Documents
  • + Customer portal
  • + Business classifications
  • + Day-to-day workflow
Explore Industries We Build For

BUILT FOR ACCESSIBILITY

Professional Custom Websites and Business Systems Should Be Accessible.

We are intentionally removing the traditional upfront-cost barrier that can keep startups, mom-and-pop businesses, solopreneurs, and other small businesses from getting a truly custom website and connected business system.

PLATFORM STUDIO DESIGNS offers in-house financing designed to make professional custom development more accessible.

In-House Financing

  • + No traditional credit check
  • + Low upfront barrier
  • + Flexible payment structure

The goal is to make professional-quality custom technology accessible to businesses at different sizes and stages without reducing the quality of the website or business system.

Learn About Pricing & Financing

ONGOING SUPPORT

Self-Managed Does Not Mean Unsupported.

Owner Self-Managed gives you greater control and greater responsibility, but you are not left without support.

While your website and platform are hosted on PLATFORM STUDIO DESIGNS servers, you receive phone support 7 days/week.

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.

Owner-Controlled Platform

You take a more active role in managing and administering your platform.

Connected Business Platform

Your website and business operations remain designed to work together as one connected system.

MANAGED VS. OWNER SELF-MANAGED

The Difference Is Responsibility and Control — Not the Quality of the Foundation.

Both packages are built around the same professional 100% custom website and connected business-system foundation.

The choice is about how much ongoing technical responsibility and long-term control you want.

MANAGED

We Handle More of the Technical Side.

Best for business owners who want to focus on running their business while PLATFORM STUDIO DESIGNS manages the hosting, infrastructure, maintenance, security, updates, and technical environment.

Learn About Managed

OWNER SELF-MANAGED

You Take Greater Control.

Best for business owners who want a more hands-on role in platform administration and are prepared to take greater responsibility for ongoing management.

Owner Self-Managed also provides the additional ownership and transfer rights associated with that service model.

READY TO BUILD?

Take Greater Control of Your Business Platform.

Tell us about your business, your goals, how you operate, and how much control you want over your website and connected business system.

We can determine whether Owner Self-Managed is the right fit for the way you want to manage your platform.

Start a ProjectCompare with Managed