Add new client quickly — mobile-first onboarding and management flow

Add new client quickly — mobile-first onboarding and management flow targets a $9.0B = 3,000,000 service SMBs × $3,000 ACV total addressable market with medium saturation and a year-over-year growth rate of 8% YoY (CRM and SMB software sector growth, market research 2023-2024).

Key trends driving demand: Mobile-first workflows — SMBs increasingly prefer mobile apps for day-to-day operations, enabling a mobile-centric onboarding product.; AI-driven data extraction — low-cost models can reliably parse unstructured contact data, reducing manual entry time and errors.; Specialization over generalization — many SMBs prefer vertical-focused tools that solve a single high-friction workflow rather than full-featured CRMs.; Integration pressure — SMB users expect simple connections to calendars, payments, and accounting which creates an opportunity for integrated onboarding flows..