Forms that fit your business
Collect the information you actually need with forms built around your work. Use them for enquiries, inspections, incidents, orders or any other process.
Built around your business
Features
From the first enquiry to the final invoice, keep your work connected.
We bring the tools you need into one system, then shape the forms and workflows around the way your business runs.
Organise everyday work
Give every piece of work a place, an owner and a clear next step.
Connected records
Keep customers, jobs, products and the records around them connected. Open a record and follow its links to the information behind it.
Lists, boards and calendars
See your work in the way that makes sense: a list, a board of stages or a calendar. Move a job forward or change a booking without losing its history.
Tasks, owners and due dates
Give work to the right person, add a checklist and set a deadline. Reminders and overdue flags help your team see what needs attention.
Calculations you can rely on
Work out line amounts, order totals and figures across connected records automatically. The same calculations apply whether a person, a form or an assistant adds the information.
Stay close to your customers
Keep the conversation and the work it creates together.
Customer profiles and history
Bring contact details, bookings, messages and previous work into one customer history. Your team can pick up the conversation with the context already there.
A shared inbox
Turn incoming enquiries and requests into work your team can assign and follow through. Keep replies, internal notes and decisions together on the record.
AI phone answering
Answer routine calls, check availability and take bookings using your business’s information. Pass questions that need a person to your team, with a record of the call.
Email that stays with the work
Send a reply from a record and keep the customer’s response in the same conversation. Saved replies help you answer common questions consistently.
Two-way text messages
Send updates and reminders by text, and keep replies with the relevant customer or record. See delivery status and respect each customer’s messaging preferences.
A customer portal
Give customers a place to see their records, follow progress, reply and update their details. Choose which information and services they can access.
Forms and requests to complete
Send someone a personal link to provide information or complete a form. Track what has come back and remind people who still need to respond.
Make bookings work for everyone
Coordinate customers, staff and resources around real availability.
Online bookings
Let customers choose an available time and make a booking through a public form. Keep the booking connected to the customer and the work that follows.
Staff and resource availability
Plan around working hours, breaks, leave and the equipment or space a booking needs. Handle individual appointments, shared resources and classes with limited places.
Confirmations and reminders
Keep customers informed with booking confirmations and reminders. Personal links let them change or cancel a booking within your business’s rules.
Waiting lists and class lists
Keep track of who is booked and who is waiting for a place. Manage class capacity and follow up when a suitable place becomes available.
Connect the sale to the rest of the business
Follow the work from an agreed price through payment and fulfilment.
Quotes customers can accept
Prepare a clear quote with your products, services, quantities and prices. Send it for acceptance and keep a record of the exact offer the customer agreed to.
Invoices and balances
Turn an accepted quote into an invoice without entering the details again. See what has been paid, what is still owing and which invoices need follow-up.
Payments and deposits
Collect a deposit or full payment through a secure payment link. Keep the verified payment connected to its booking, sale or invoice.
Credits, refunds and payment history
Keep corrections and money returned connected to the original transaction. Your team can see how a balance changed and what happened to each payment.
Stock with a history
Track goods received, supplied, returned or adjusted, with a history behind every balance. See quantities by product and location, and identify stock running low.
Purchase orders and receiving
Prepare supplier orders and record deliveries as they arrive, including partial deliveries. See what has been received and what the supplier still needs to deliver.
Let AI take some of the work
Use assistance where it helps, with clear control over what happens next.
Draft emails and text messages
Prepare a reply using the customer’s enquiry and the conversation so far. Review it, make any changes and send it when you are ready.
Turn notes into records
Start with rough notes and let AI fill in the relevant form fields. Check the proposed information before saving it as a job report, incident or other business record.
Summaries with context
Catch up on a long conversation or a set of records without reading every entry. Follow links back to the source and see the questions that still need an answer.
Connect your own AI assistant
Connect a compatible AI assistant to your business. It can find information, prepare drafts and carry out supported actions within the access you give it.
Workflows that keep moving
Start work when an enquiry arrives, a record changes or a scheduled time comes around. Automate routine steps and bring exceptions back to someone who can resolve them.
Review and approval
Keep proposed messages and changes in one review queue. Choose which actions need a person’s approval, then see what was approved and what actually happened.
Keep useful information within reach
Find the detail, share the knowledge and see how the business is doing.
Documents from your records
Create branded reports, letters and other documents using information already in the system. Keep the finished document with the record it belongs to.
A shared document library
Keep policies, procedures and guidance in one place, with versions and review dates. Ask staff to confirm they have read an update and choose what customers can see.
Dashboards and scheduled reports
Bring important figures and outstanding work into a view that suits your role. Compare periods, track targets and receive reports by email.
Search and saved views
Search across the records you are allowed to see and save the filters you use often. Share useful views with a team so everyone can work from the same information.
Bring your existing data
Import customers and records from spreadsheets, match the columns and check a preview. Move useful information into your new system without starting from an empty page.
Make the system your own
Start with the right foundation and adapt it as your business changes.
Industry kits as a starting point
Begin with forms, workflows and views suited to your industry, then tailor them to your business. Keep the flexibility to change how the work is organised.
Your branding and terminology
Use your business’s colours and branding on public forms, emails and documents. Name customers, teams and records in the language your people already use.
Access by role and team
Choose who can see and change records, including sensitive fields. Staff, customers and connected assistants work within the access they have been given.
A history of changes
See who changed a record, when it changed and how it reached its current state. Work carried out through an assistant is attributed too.
Connections to other tools
Connect supported services and exchange information through integrations and webhooks. Keep specialist tools alongside the workflows you run in Bludge.
Choosing your business software
The features matter. So does the fit.
Think about the work you want to improve, who will shape the system, and who will keep it working as your business changes.
| What matters to you | With Bludge | Ask when comparing |
|---|---|---|
| Fits the way you work | We tailor the forms and workflows with you. | Which plan supports the changes you need? |
| Help getting started | We set up the system around your business. | Who will set it up, move your data and show your team how to use it? |
| Help as your business changes | We provide hosting, support and the improvements agreed in your quote. | Who makes later changes, and how are they charged? |
| Use your own AI assistant | Connect a compatible assistant to your records and tools. | Which assistants can connect, and what can they do? |
| Clear costs as you grow | A quote for your business, with no fee per user. | What will extra staff, extra features and higher usage cost? |
Start with your business
What would you like to make easier?
Tell us where the work gets held up. We’ll help you choose the right starting point.