Product

Everything you need to run the job — not a stack of hubs.

Transit is built for sole traders and small service firms: plumbers, stylists, detailers, agencies, small dealerships. One system for customers, deals, invoices, contracts, and follow-ups. Solo is the full product. You grow with seats — not locked modules.

Sole traders

Your phone, your van, your books — one CRM.

Know who called. Know what you quoted. Send the invoice before the job goes cold. Transit keeps the day’s work in one place so you’re not reconstructing history from texts and spreadsheets at 9pm.

Small firms (~5–25)

Shared visibility without enterprise theater.

When a handful of people touch customers and jobs, you need clear ownership and status — not another hub to unlock before anyone can invoice. Add seats when the crew grows. The product stays complete.

The operating loop

From first call to paid — without leaving Transit.

  1. 01

    Know the customer

    Companies, contacts, notes, files

  2. 02

    Move the job

    Deals board, tasks, pipeline value

  3. 03

    Get it signed & paid

    Quotes, invoices, contracts, payments

  4. 04

    Keep it running

    Tickets, renewals, forms, campaigns

01

Relationships that stay attached to the work

Start with the company — the customer, the site, the account — then nest the people who matter. Every deal, quote, invoice, and file hangs off that relationship so you stop hunting for “who was that again?”

  • Companies with clear status: lead, customer, and beyond
  • Contacts live under the company — no orphan people list
  • Notes and tasks on the timeline, where the work already is
  • Media library and files on companies and deals
  • Import companies and contacts from CSV when you’re ready to move in

02

A pipeline you can trust when the phone rings

Drag jobs across stages on a board built for daily use — not a slide deck. See value by stage. Keep open tasks in one place. Shape the stages to how you actually sell and deliver.

  • Deals board with drag-and-drop stages and stage totals
  • List view when you need to search and filter fast
  • Multiple pipelines when sales and renewals need separate boards
  • Tasks and notes on the deal and the company
  • Tenant-wide open tasks so nothing slips between people

03

Quote it. Invoice it. Get paid.

Money follows the job. Build a product catalog, send a quote, convert to an invoice, and collect. Settings → Payments walks you through Stripe Connect Express so many teams can take card payments the same day they set up — once Stripe KYC finishes. Transit takes 0%; Stripe’s processing fees still apply. Card data stays on hosted checkout.

  • Guided Stripe Connect in Settings → Payments
  • Invoice pay links via hosted Checkout (SAQ A path)
  • Quotes that convert into invoices when you win
  • Record Venmo, Cash App, cash, or check on the invoice
  • 0% Transit platform fee on customer payments
  • Exports when your bookkeeper needs a clean trail

Already collecting on Square or PayPal for your website? Card collection inside Transit is Stripe today; bringing other processors (and linking the Stripe account you already use) is planned — ask Piper or see How it works → Payments.

04

Contracts that get signed — and stay with the job

Dual-party e-sign without a separate signing SaaS. Build terms in Transit or upload a PDF, send the counterparty a secure link, and lock a sealed copy when both sides have signed. Linked to the company — and the deal when it matters.

  • Build in Transit or upload a prepared PDF
  • You sign; they sign via email invitation and a private link
  • Page initials, signature, and consent captured for both parties
  • Sealed PDF with certificate page when fully signed
  • Evidence trail: events, document hash, audit — for your records

Honest depth for service businesses — not a clause marketplace or enterprise CLM suite.

05

After the sale: tickets and renewals

Jobs don’t end at “paid.” Track delivery issues on tickets tied to the company. Keep renewals and retainers visible so next year’s work doesn’t vanish into a spreadsheet.

  • Company-linked tickets with a clear pipeline
  • Renewal dates and a renewals-minded deal board
  • Automations that create follow-up tasks when stages change or invoices go overdue

06

Light marketing that feeds the CRM

Capture leads with hosted forms. Send email campaigns from your own sending account. New people land in the same CRM you already run — no “marketing contacts” meter, no hub upgrade to unlock a form.

  • Lead forms you can host or embed
  • Email campaigns via your Resend key — you control send cost
  • Reports for pipeline by stage, revenue by month, and invoice aging
Piper

Piper

She can do what you can do in the CRM — with guardrails.

Piper isn’t a chatbot bolted on for demos. Inside Transit she finds and summarizes records, creates and updates companies and contacts, moves deals, builds quotes, converts to invoices, records payments, manages media, and teaches the product — under write policies so high-risk actions still get an Apply confirm. Soft request meters by plan. Not a paid AI add-on.

She’s also on this website — bottom-right — ready to explain the full capability list (not three teasers) and tailor Transit to how you work.

Full operating loop

  • Find & summarize companies, deals, quotes, invoices
  • Create / update relationships and lifecycle status
  • Move pipeline stages and follow-up tasks
  • Quotes → invoices → payments (including offline)
  • Media folders, recover files, public share links
  • How-to guidance from the in-app catalogue

Guardrails that stay on

  • Write policy: auto low-risk, confirm writes, or auto-all
  • Deletes and high-risk actions need Apply when configured
  • Stays inside your signed-in system — no cross-account
  • Refuses secrets, card data, and non-CRM busywork

Your brand in the chrome

Themes that feel like your shop

Named theme packs, light and dark, classic or modern sidebar — so the CRM looks like your business, not a generic blue box. Included. Not an enterprise skinning project.

  • Multiple theme packs with light and dark modes
  • Classic solid or modern gradient sidebar chrome
  • Semantic colors so every screen recolors with the pack

Packaging

All the CRM. One price.

Pipelines, deals, quotes, invoices, payments, tasks, tickets, renewals, forms, campaigns, automations, reports, themes, and Piper ship on every paid plan and the trial. Soft meters cover records, storage, and Piper requests — never invoices, tickets, or campaigns locked behind a higher hub.

Start today

Run the whole loop for 30 days.

Full product. No credit card. Create your account here, then open the app and start the guided walkthrough.