Solutions for
Financial Advisors, Insurance Consultants, Lawyers and Immigration Consultants
KoruSaaS is the all-in-one platform to elevate your client journey. Capture leads, manage projects, process payments, and nurture relationships with a streamlined, branded solution. Focus on delivering results while KoruSaaS handles complexity. 🌟
KoruSaaS Toolkit for you
14+ Tools, One Dashboard | Big Savings
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Launch it in Days, Not in Months!
- CRM Sales & Tracking
- Project & Task Management
- Time Tracking & Billing
- Estimates & Invoicing
- Document Sharing & Mgmt.
- Calendar + Appointments
- Email + Drip Marketing
- Support Tickets
- Contracts & Agreements
- Funnels & Landing Pages
- Live Direct & Group Chat
- Community Forums
- Website Builder
- Learning Management(LMS)
- eSignatures
Replace 14+ tools
& Save $$$
How It Works
KoruSaaS Case Study: How a Kiwi Consultant Streamlined Her Business and Got Her Weekends Back
Meet Sarah from GrowthMode Consulting
Sarah is a solo consultant based in Wellington, helping small businesses grow through strategy, branding, and process improvement. Like many consultants, she was wearing too many hats—jumping between emails, spreadsheets, invoices, CRMs, Zoom calls, and project docs. She barely had time to focus on her clients, let alone grow her own business.
Then Sarah Discovered KoruSaaS
An all-in-one platform made right here for Kiwi and Aussie service businesses. With zero tech hassle and everything in one place, Sarah decided to give it a go. Fast forward a few months, and she’s not only better organised—she’s thriving.
What Changed?
Automation Process in Koru SaaS
Attracting New Clients with Smart Landing Pages
Sarah built a clean landing page using KoruSaaS’ drag-and-drop builder. She offered a free download: “5 Fixes for Small Biz Growth”
KoruSaaS Tools Used: Landing Pages + Email Marketing + Drip Campaigns + Automation
Integrated email automation started a drip sequence: tips, success stories, and a booking link.
No more copy-pasting into Mailchimp or fiddling with forms—KoruSaaS handled it all.
Replaced Tools : Mailchimp, Google Forms, LeadPages
Bookings That Just Work
Clients booked right into her calendar via a branded “Book a Call” form.
KoruSaaS Tools Used: Book Me Form + Calendar Sync + SMS Notifications
Pre-set time slots with automatic buffers.
SMS reminders so no-shows dropped to nearly zero.
She got all the info upfront: business goals, pain points, budget.
Replaced Tools : Calendly, Acuity, manual SMS reminders
Smooth Onboarding with No Back-and-Forth
Once someone booked a strategy call:
KoruSaaS Tools Used: CRM + Onboarding Forms + Client Portal + Automations + Welcome PDFs
They were added to her CRM automatically.
A customised onboarding form collected deeper insights.
They received a welcome PDF and intro video in their secure client portal.
Replaced Tools : Google Sheets, Typeform, Dropbox, Welcome Emails
Deals, Contracts, and Payments in One Flow
Sarah used to chase signatures and deposits—now it’s instant.
KoruSaaS Tools Used: Dynamic Proposals + PDF Signing + Contracts + Invoicing + Payment Gateways (Stripe/PayPal)
Dynamic proposals let clients pick what services they wanted.
Contracts were signed online.
Invoices sent automatically, with Stripe + PayPal options.
Replaced Tools : DocuSign, PandaDoc, Xero invoicing, PayPal invoicing
Projects That Don’t Get Lost in the Shuffle
With KoruSaaS Projects:
KoruSaaS Tools Used: Project Management + Task Templates + Client Dashboard
Every client had a dashboard.
Tasks were auto-generated from templates.
She could track progress at a glance—and clients could too.
Replaced Tools : Trello, Asana, ClickUp
Simple, Professional Communication
KoruSaaS Tools Used: Secure Messaging + File Sharing + Forms for Feedback
No more messy emails. Secure portal messaging kept chats tidy.
Files were uploaded and downloaded through the portal.
Even feedback loops were done using built-in forms.
Replaced Tools : Gmail, Dropbox, SurveyMonkey, WhatsApp
Happy Clients Turned into Referrals
KoruSaaS Tools Used: Feedback Forms + Referral Campaign Automation + CRM Tags
After each project, clients got an automated feedback form.
If they gave a good rating, KoruSaaS sent a referral email with a bonus offer.
Replaced Tools : Google Forms, Mailchimp automations
And Now? Sarah no longer dreads admin. She’s signing better-fit clients, charging what she’s worth, and spending weekends with her family again.
KoruSaaS gave her the clarity and control she needed to shift from being “always busy” to being truly in business.
How It Looks in Real Life
