Log In
Gold Media CRM

Stop stitching together disconnected software to run your service business.

For ops leaders scaling faster than their software can handle.

When your tools don't talk, you become the glue - chasing details, fixing handoffs, and spending weeks troubleshooting instead of leading growth.

  • One source of truth - every customer, job, invoice, and conversation in one place - less admin waste.
  • Fits your real workflow - handles the 90% most businesses share and the 10% that makes yours different (no duct tape).
  • Grows without re-implementation - add people, locations, and services without system chaos or rebuilding your stack.

See if Gold Media CRM fits how you run your business. Quick systems fit call with our founder, Patrick.

Phone Mockup

Growth should create momentum, not operational chaos.

Connected Information

Most service businesses start simple - one tool that kinda works. Then growth happens. Another app. Another workaround. Another spreadsheet.

Before long, your CRM, operations, billing, and marketing do not talk to each other. You are not leading the business anymore - you are stitching systems together.

That is the moment MBW is built for.
Growth introduces normal variation - more services, more people, more locations, more handoffs.
Disconnected tools turn that normal growth into chaos long before the business itself breaks.

My Business Workspace brings CRM, operations, billing, and communication into one flexible system - so work stays visible, nothing falls through the cracks, and growth no longer creates a fire drill.

One workspace for the critical parts of your business that must stay in sync

CRM, marketing, operations, and payments are not separate departments in a real service business.

When they live in separate tools, your team spends the day reconciling information instead of doing the work.

Gold Media CRM connects all four so handoffs are clean, reporting is real-time, and your team stops guessing which system has the answer.

Four pillars supporting MBW

Most software covers one part of your business.
Gold Media CRM connects the whole workflow.

CRMs focus on leads. Accounting tools focus on invoices. Marketing tools focus on campaigns. But operational businesses run on handoffs: lead -> opportunity -> customer -> service -> invoicing -> payment -> follow-up and retention.

Gold Media CRM brings CRM, operations, billing, and payments into one workspace with one customer record - so every step stays connected and nothing gets lost between systems.

Capability Gold Media CRM Salesforce HubSpot GoHighLevel Zoho QuickBooks
CRM Built-in, unified Enterprise CRM, complex Strong CRM CRM included CRM included Not a CRM
Marketing (email/SMS) Integrated Requires add-ons Strong Strong Basic Not included
Operations and workflow Scheduling, jobs, tasks, field ops Not included Not included Limited Not included Not included
Point of sale Unified and integrated Not included Not included Not included Not included Payments only
Subscriptions and recurring billing Native, automated Requires add-ons Limited Included Limited Included
Multi-location management Designed for multi-location Enterprise tier Basic only Not focused here Not focused here Per-company accounting
Single customer record across pillars One record, everything connected Separated by products Marketing/CRM only Marketing-focused Separate apps Accounting only
Setup time Fast, guided Weeks or months Days Days Days Per-module setup
Total cost Single price, fewer add-ons High + consulting Tiered + add-ons Platform + add-ons Per-app licensing Accounting + integrations
Best fit Service businesses and multi-location teams Enterprise sales orgs Marketing teams Agencies and marketers General office apps Finance and bookkeeping

The goal is not more software. The goal is fewer handoffs, fewer blind spots, and one place your team can trust.

Standard where it should be - flexible where it must be

Most businesses share the same 90%. Growth creates the 10% that makes your workflow different.

The Core: CRM, Marketing, Billing and Payments

These essentials should not live in separate tools. Gold Media CRM keeps them connected so your team stops bouncing between systems to do basic work.

Customer Relationship Management

Manage contacts, leads, conversations, and customer history in one place.

  • Segment profiles
  • Track all email/SMS conversations
  • Offer customers a self-service portal

Marketing and Communications

Manage communication, announcements, bookings, and engagement from one hub.

  • Send email/SMS campaigns
  • Use reusable branded templates
  • Automated follow-ups

Invoicing and Payments

Create invoices and take payments, manage subscriptions, and sync with QuickBooks.

  • Create invoices and line items
  • Accept one-time and recurring payments
  • Support deposits and installment plans

Operational Tools That Adapt to How Your Business Works

Operations look different for every business. Scheduling, services, inventory, and workflows vary across industries. That is why Gold Media CRM lets you enable only the operational tools that match how your business works and hide everything else.

Scheduling, Classes and Events

Schedule one-off or recurring appointments, classes, and events.

  • Manage calendars and resources
  • Track sign ups and attendance
  • Send automated reminders

Point of Sale (POS)

Fast in-person checkout with inventory sync and receipts.

  • Scan barcodes or quick add items
  • Apply taxes, discounts, and tips
  • Print or email receipts

Subscriptions and Plans

Charge plan-based or recurring fees with clear tracking.

  • Define plans, tiers, and pricing
  • Automate recurring billing
  • Track entitlements and balances

Documents and e-Sign

Collect signatures, store files, and keep everything tied to records.

  • Send contracts for e-signature
  • Store proposals, waivers, and documents
  • Keep all files organized in one place

Products, Services and Inventory

Offer services, packages, or products and track stock and pricing.

  • Manage products, services, and packages
  • Track inventory levels
  • Control catalog and pricing

Jobs, Operations and Tasks

Run day to day operations: schedule work, assign staff, and track progress.

  • Schedule jobs and crews
  • Capture time sheets
  • Use mobile views in the field

Reporting and Exports

See activity and revenue at a glance, or export data anytime.

  • View operations and revenue dashboards
  • Export CSV or Excel files
  • Drill into category level insights

Vendors and Purchasing

Track vendors, purchase orders, and related communications.

  • Maintain vendor records
  • Track orders and reconciliation
  • Log vendor contact updates

Templates, Training and Admin

Get users started quickly and keep the system consistent.

  • Use shared page templates
  • Provide built in training and onboarding videos
  • Manage company settings and roles

See where your workflow breaks - then fix it in one system

Switching systems is a high-trust decision. Start with clarity, not commitment.

We will map your current stack, identify the handoffs causing chaos, and show what it looks like when everything is connected.

No setup fees. No long term contracts. Turn features on or off any time.

Built for service businesses hitting the stitched-together tools stage

If you are running across multiple tools, growth turns into chaos. Gold Media CRM is built for the moment your stack stops keeping up.

Early Stage

Start simple with CRM, scheduling, invoicing, and payments - and keep it connected from day one.

Growth Stage

Stop losing work in handoffs as you add team members, services, and volume. Make work visible and repeatable.

Multi-Location

Standardize workflows across locations while keeping local flexibility - with roll-up reporting the home office can trust.

Who Uses Gold Media CRM

Home and Field Services

HVAC, plumbing, electricians, mobile technicians.

Health, Wellness and Fitness

Gyms, martial arts academies, yoga and training centers.

Education and Training

Tutoring centers, enrichment programs, after-school classes.

Beauty and Personal Services

Salons, spas, med spas, estheticians, massage therapists.

Retail + Service Hybrid

Pet grooming, repair shops, specialty retail.

Professional Services

Consultants, agencies, coaches, and service firms.

Contractors and Project Work

Landscaping, construction, home improvement.

Franchise and Multi-Location Teams

Standardized workflows with roll-up reporting.

Event and Mobile Services

DJs, photographers, entertainers, mobile service providers.