The Profit System
Now open14-day free trial on every plan

Every lead, chat and booking.
One simple system.

The Profit System is the CRM for small businesses that want fewer tools and clearer numbers. Your inbox, contacts, pipeline, booking page, follow-ups and income live in one place, on your computer and your phone.

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  • 14-day free trial
  • Set up in minutes with AI
  • Cancel any time

Made for small businesses that run on conversations

  • Local service businesses
  • Coaches and consultants
  • Agencies
  • Whop sellers and creators

Fewer tools

Stop paying for tools that don’t talk to each other

Most small businesses glue together a contact list, a booking app, an email tool, a chat widget and a spreadsheet. The Profit System puts the work in one place, so nothing falls between them.

Before: a stack of separate tools

  • Contacts in a spreadsheet or a basic CRM
  • A separate booking app
  • An email follow-up tool
  • A live chat widget
  • A shared inbox for the team
  • Income and reports in spreadsheets

After: The Profit System

  • Contacts, tags and custom fields
  • Booking pages with reminders
  • Automated follow-up sequences
  • Website chat, in your inbox
  • Shared team inbox
  • Dashboard and live income

We don’t build websites or funnels. Keep your site where it is and add our chat bubble and booking page to it.

A look inside

Dashboard

Know how the business is doing in ten seconds

Pick Day, Week, Month, Quarter, Year or All time. Every number is compared with the same stretch before it, so you see what moved, not just what is.

  • New leads, calls booked, new customers and messages sent
  • Income from Whop and Stripe, split by brand
  • Tap any number to open the list behind it
More on the Dashboard

Pipeline

See every deal and what it is worth

Drag a card to the next stage. Each one shows the person, the value and how long it has waited, so the deal that is going cold stands out.

  • Your own stages, renamed and reordered any time
  • Won and lost deals stay visible for 30 days
  • Open the person, book a call or add a note in one tap
More on pipelines

Sell on Whop or Stripe?

Connect your Whop in one tap

Tap Connect with Whop and approve. No keys to copy. Your members become contacts, and every payment, renewal and refund lands on the person’s page and on your Dashboard.

  • Every Whop business you run, each kept as its own brand
  • Members, products and past payments brought in for you
  • Stripe payments tracked on each customer too
More on payments

Everything in one place

What a small business needs. Nothing it doesn’t.

Every plan includes the core. Bigger plans add room to grow, more brands and team roles.

One inbox

Email and website chat in one list. Assign, star, comment, follow up.

Contacts

One page per person: tags, custom fields, notes, deals, bookings, payments and the full timeline.

Pipelines

Drag deals from stage to stage. See the value and how long each one has waited.

Booking pages

Your hours, your questions, confirmation and reminder emails. Add it to your website.

Follow-up sequences

Emails that go out on their own and stop when the person books or replies.

Dashboard

Day, Week, Month, Quarter, Year or All time, each compared with the period before.

Whop and Stripe payments

Connect Whop in one tap. Members become contacts; payments land on each person and on your Dashboard.

AI Setup Coach

Answer five questions. It builds your pipeline, tags, booking page and first follow-up for you.

Lead forms

A hosted form with its own link, or paste it on your site. Every answer lands in your contacts.

Phone app and alerts

Add it to your home screen. Get a push for new chats, bookings and sales.

Team roles Growth and Pro

Owner, Sales and Support. Everyone sees what they need and nothing more.

Ask Claude Pro Coming soon

Ask the AI helper for drafts and answers in plain words, from any screen.

Text messages (SMS) and Instagram DMs are coming soon.

How it works

Up and running in three steps

  1. Pick a plan and start your trial

    Check out securely through Whop. Your 14-day free trial starts right away, and nothing is charged until day 15.

  2. Let the Setup Coach build it

    Answer five questions about your business. The AI Setup Coach builds your pipeline, tags, booking page and first follow-up, all in Test mode until you switch them on. Then bring in your contacts from a spreadsheet.

  3. Run your day from one screen

    Answer every conversation, follow up every lead and watch your numbers, on your computer or your phone.

Built and run on our own businesses

We use it every day before we ask you to

“I got tired of renting software for my own businesses, so I built the system I wanted. Every brand I run lives in it today: the leads, the chats, the bookings and the money.”
Ricky AndradeFounder, trader and business owner

Market Masters Academy

Trading education, since 2018

Website chat, Whop members and payments, and booked calls all run here.

Cadova

Trading automation, since 2020

Leads from the website land in contacts, deals move on its own pipeline board, and Whop payments sit on each customer.

MotivPack

Charity project

Supporters and Whop payments live in their own private brand, kept apart from the other businesses.

These are our own businesses, not customers. Real customer stories will appear here once we have them, with their permission.

Pricing

Simple plans. Every core feature in each one.

Flat monthly price, not per seat. 14-day free trial. Pay yearly and get 2 months free.

Starter

For a solo owner who wants every lead and booking in one place.

$49$41/ month

Billed monthly. 14-day free trial.$490 billed yearly. 2 months free.

Start 14-day free trial

Secure checkout through Whop. $0 due today.

Pro

For owners with more than one brand, location or offer.

$199$166/ month

Billed monthly. 14-day free trial.$1,990 billed yearly. 2 months free.

Start 14-day free trial

Secure checkout through Whop. $0 due today.

Compare plans and limits

Questions

Straight answers

Is this live today?

Yes. Start a 14-day free trial on any plan today. We also run our own businesses on it every day: Market Masters Academy, Cadova and MotivPack.

Do I have to change my website?

No. Keep your website where it is. You add our chat bubble and booking page to it with one short snippet, and your forms can send leads straight into your contacts.

Does it do text messages and Instagram?

Both are coming soon. Text messages need each business to be registered with the phone carriers, and Instagram needs Meta to approve the connection. Today the inbox handles email and website chat.

What is Whop and why do I need it?

Whop is the payment company that handles our billing. You check out and manage your plan there, and you log in to the CRM with the same free Whop account. If you also sell through Whop, your payments show up on your Dashboard and on each contact.

Can my team use it?

Yes. Starter includes 2 users, Growth 5 and Pro 15. On Growth and Pro, team roles (Owner, Sales and Support) let each person see only what they need. Money screens stay with the owner.

Can I bring my contacts from another CRM?

Yes. Export a spreadsheet (CSV) from your old tool and import it in Settings. You choose which columns go where and whether each person agreed to marketing email. On Pro, we do it with you on a call.

Does it build websites or funnels?

No. The Profit System is the back office: inbox, contacts, pipeline, bookings, follow-up and numbers. We would rather do those well than do everything.

Can I take my data with me?

Always. Every contact, conversation, deal, note and booking can be exported as a spreadsheet (CSV) or JSON from Settings, whenever you want.

Will it make me money?

It is a tool, not a promise. It helps you answer faster, follow up every lead and see your real numbers. What happens next depends on your business.

Questions first?

Talk to us before you start

Ask a question or book a short demo call. A real person replies by email.

  • 14-day free trial on every plan. Nothing is charged until day 15.
  • A hand getting started: contacts, chat bubble, booking page.
  • Prefer email? Write to support@theprofitsystem.com.
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