Run the practice from one place, and keep the client relationship in it.
You are good in the room. The trouble is everything around the room: the proposal in one tool, the invoice in another, the calendar link in a third, the client notes in a document only you can find. Every engagement adds a little more copying between tools, and none of it is the work you are paid for.
One record per client, from first call to final invoice
Tmbr keeps one record for each person and each company, with the relationships between them, every note and email on a timeline, and the engagements you have run together. When a prospect books a call, that record already exists. When the engagement ends, the invoice sits on the same record as the proposal that started it.
- A practice website that sounds like you, with articles tuned for search and for the AI answer engines your prospects now ask first
- Appointments with your own availability and service types, confirmed with a calendar invite
- A digital business card that saves straight into your CRM when someone scans it
- Quotes and proposals that become branded invoices, paid online
- A client portal where each client sees their engagement, deliverables, invoices, and messages
- A newsletter that already knows who your clients and prospects are
The portal is the part clients remember
Most practices send deliverables by email and hope the right version is the one that gets opened. On Tmbr each client signs in to a portal in your brand, sees the project and what is due, reads the latest deliverable, and pays the invoice. It is a small thing that makes a practice feel like a firm.
Write it once, be found twice
Your articles publish with the structure that search engines and AI answer engines read, so the thinking you already do for clients also brings the next ones. The same draft can go to your newsletter and your social accounts from the same place.
What a small practice usually pays
| A practice of one to three runs | Per month |
|---|---|
| CRM (HubSpot Starter, one seat) | ~$20 |
| Website (Squarespace, Webflow) | ~$35 |
| Scheduling (Calendly, Acuity) | ~$20 |
| Proposals and invoicing (HoneyBook, FreshBooks) | ~$25 |
| Newsletter (Mailchimp) | ~$35 |
| Total | ~$135/month, across five logins |
Estimates from published entry plans; adjust to your own stack.
Tmbr Studio: $99/month Website, appointments, digital card, full CRM with quotes and invoicing, client portal, projects, and newsletter in one place, with an AI assistant you can connect to Claude. Two months free when you pay annually.
Start with the CRM and the calendar. Move the website and the newsletter when you are ready. Nothing is locked in, and your clients only ever see one address.