Everything Sidekick does
Every Sidekick product runs on this one platform and shares these tools.
CRM and lead sources
Capture leads from forms and campaigns, and see where each one came from. Then move them through your pipeline to a sale.
- Lead capture forms
- Lead source tracking
- Sales pipeline and stages
- Follow-up tasks and history
Clients, members and families
One record per person or household, with contact details, history, documents and everything they have bought.
- People and households
- Guardians and relationships
- Documents and signatures
- Full activity history
Scheduling and check-in
Calendars, classes, appointments and a front-desk check-in that knows what each client is entitled to.
- Calendar and classes
- Appointments and events
- Front-desk kiosk check-in
- Attendance rules by plan
Billing and invoicing
Recurring billing, invoices, refunds and a full money history that is never deleted.
- Recurring billing
- Invoices and receipts
- Refunds and adjustments
- Money history kept forever
Payments and point of sale
Take cards in person or online, sell at the front desk and run an online store.
- In-person and online card payments
- Front-desk point of sale
- Online store
- Card terminals through Sidekick Payments
Marketing and messaging
Forms, email and text campaigns, and follow-up to help turn inquiries into customers.
- Contact and lead forms
- Email campaigns
- Text messaging
- Automated follow-up
Customer portal
Customers sign in to their own portal to see charges, sign documents and keep their details current.
- Customer sign-in at your own address
- Charges and payments
- Online document signing
- Contact details kept current
Accounting and reports
A chart of accounts and reports that trace every number back to the transaction behind it.
- Chart of accounts
- Revenue and attendance reports
- Every number traced to its transaction
- Multi-location totals
Ready to see it for your business?
Send us a message and the Sidekick team will walk you through it.
Contact us