Seven tools that don’t know each other.
Or one that knows you.
The stack is not expensive because of what it costs. It is expensive because you are the integration layer.
The subscriptions are the cheap part.
Add up the subscriptions and you get one number. Add up the re-typing, the copy-paste between tabs, the context you rebuild every time you open another tab, and the client who slipped because two tools disagreed about what happened, and you get the real one. A stack of seven tools has no idea you exist: each one holds a slice of your business and none of them holds the business.
- HubSpot Starter (CRM)$20
- Stripe (no monthly, fees on volume)$0+
- Calendly (booking)$12
- Buffer Essentials (content)$15
- Notion Plus (notes/goals)$10
- Mixpanel / Looker Studio (analytics)$25+
- Squarespace Business (website)$23
Plus the time + headache of stitching them together. Each tool wants its own login, notification settings, billing cycle, and integrations that mostly don't work.
- CRM + Contacts✓
- Invoicing & payments✓
- Calendar + booking✓
- Content planning & publishing✓
- Goals + tracking✓
- Funnel + revenue analytics✓
- Practitioner site + brand kit✓
- Chief of Staff (AI)✓
Starter $79 · Professional $149 · Solutionist $299. Every plan starts with 7 days free, and you can cancel yourself at any time.
Already use an AI assistant? Keep it. Connect it from Settings and it works through Solutionist — reading your business, or, with your permission, keeping its records — with every action logged, reversible, and yours to revoke.
The side-by-side.
| What you need | Solutionist | The 7-tool stack |
|---|---|---|
| CRM & contacts | ✓ Built-in | HubSpot / Notion / spreadsheet |
| Invoicing & payments | ✓ Built-in | Stripe + QuickBooks |
| Calendar & booking | ✓ Built-in | Calendly + Google Calendar |
| Content planning & publishing | ✓ Built-in | Buffer / Hootsuite + Notion |
| Goals & tracking | ✓ Built-in | Spreadsheet + sticky notes |
| Funnel & pipeline analytics | ✓ Built-in | Mixpanel / Looker / DIY |
| Website & brand | ✓ Built-in | Squarespace / Webflow + Figma |
| AI assistant that knows your business | ✓ Chief of Staff | ChatGPT + manual context every time |
| One login | ✓ | 8+ logins |
| Real-time data flow | ✓ Native | Zapier / manual sync |
Every plan is the whole product.
Here is the whole thing, line by line. Most of it is on every plan — the columns only differ where the system genuinely does something different. Bigger plans add AI headroom, the full accounting layer, seats for a team, and room for more than one business.
Starter $79 · Professional $149 · Solutionist $299 — per month.
| What you get | Starter $79/mo | Professional $149/mo | Solutionist $299/mo |
|---|---|---|---|
| The day-to-day work | |||
| Contacts & CRMEveryone you work with in one list, with the whole history attached. | ✓ | ✓ | ✓ |
| Invoices & estimatesSend it, they pay by card, and the books post themselves. | ✓ | ✓ | ✓ |
| Card payments & checkoutStripe on your own account — the money lands in your bank, never ours. | ✓ | ✓ | ✓ |
| Email — send, receive, templatesA real inbox for the business, sending from your own domain once you connect one. | ✓ | ✓ | ✓ |
| Text messaging (SMS)Two-way threads, appointment reminders, and broadcasts to your own list. | ✓ | ✓ | ✓ |
| A texting number of your ownYour business texts from its own line, not the shared platform number. | — | — | ✓ |
| Calendar & self-serve booking pageClients pick their own slot; confirmations and reminders go out without you. | ✓ | ✓ | ✓ |
| Documents & e-signatureReady-made agreements, sent for signature, tracked until they come back signed. | ✓ | ✓ | ✓ |
| Expenses & receipt capturePhotograph the receipt and it files itself against the right account. | ✓ | ✓ | ✓ |
| Products, services & online storeA catalogue, a storefront that takes payment, and counter sales for walk-ins. | ✓ | ✓ | ✓ |
| Inventory & stock countsWhat you hold, what it cost you, and what is about to run out. | ✓ | ✓ | ✓ |
| Projects, tasks & billable timeThe work in flight, who it is for, and the hours behind the invoice. | ✓ | ✓ | ✓ |
| Intake forms & lead captureForms that arrive as contacts, already scored and routed. | ✓ | ✓ | ✓ |
| Your presence | |||
| Your website, designed and built for youChief builds it from what it knows about the business; you edit it in place. | ✓ | ✓ | ✓ |
| Brand kit — logo, palette, type, voiceOne brand, applied everywhere the business shows up. | ✓ | ✓ | ✓ |
| Print materials & flyersDesigned in the same brand, ready to hand out or post. | ✓ | ✓ | ✓ |
| Facebook & Instagram publishingDraft, schedule, post, and read the engagement back. | ✓ | ✓ | ✓ |
| Chief, your AI Chief of Staff | |||
| Chief on every screen — chat and voiceAsk for it in plain words and the system moves. | ✓ | ✓ | ✓ |
| AI actions a monthOne action is a message, a piece of analysis, or a build. Top up any time; credits never expire. | 3,000 | 7,500 | 17,500 |
| Depth of analysisHow hard the system is allowed to think on the slow, careful work. | Standard | Advanced | Maximum |
| Give Chief an assignment — “fill Thursday”Say it once. Chief works it between conversations, checks the numbers, and closes it when it lands. One open on Starter, three on Professional, ten on Solutionist. | ✓ | ✓ | ✓ |
| Chief asks before it spends — on your phoneA text, an invoice, a payment link: the exact words reach your phone with Yes, do that. Nothing goes out until you tap, and a draft you ignore is let go. | ✓ | ✓ | ✓ |
| Chief’s week, every MondayWhat it did on its own, what came of it, what is waiting on you, and the minutes you did not spend. Counted, not guessed. | ✓ | ✓ | ✓ |
| Autopilot — the overnight runChief works the list while you sleep, and logs a line for everything it did. | ✓ | ✓ | ✓ |
| Memory, standing instructions & weekly briefingIt remembers how you work, and tells you what changed before you ask. | ✓ | ✓ | ✓ |
| Chief reads and explains your booksAsk why the month looks like that, and get the answer from the ledger. | — | ✓ | ✓ |
| Website concierge — Chief answers your visitorsThe chat on your own site, answering from your real business facts. | — | ✓ | ✓ |
| Connect your own AI to this businessPoint the assistant you already carry at your workspace. It can read on every plan. | ✓ | ✓ | ✓ |
| Let your own AI keep records hereA write key: contacts, tasks, notes, sessions, time, drafts. Never a send, a charge, or a delete. | — | ✓ | ✓ |
| Sourcing Desk — find & RFQ vendorsSearch the live web for suppliers, then send them a request for quote. | — | ✓ | ✓ |
| Books, tax & compliance | |||
| Bookkeeping & bank reconciliationConnect the bank, match the transactions, keep the balance honest. | ✓ | ✓ | ✓ |
| Bank connections | 2 | 5 | Unlimited |
| Core reports — P&L, balance sheet, AR aging | ✓ | ✓ | ✓ |
| General Ledger & Trial BalanceYour authoritative books. Every business gets to see its own record. | ✓ | ✓ | ✓ |
| Full GL-authoritative reportsPeriod comparisons and statements drawn straight from the ledger. | — | ✓ | ✓ |
| Period closing | — | ✓ | ✓ |
| Contractor payments + 1099 | — | ✓ | ✓ |
| Year-end accountant package + IIFOne archive your accountant can open without asking you anything. | — | ✓ | ✓ |
| Trust accounting check (IOLTA) | — | ✓ | ✓ |
| Compliance reports (trust reconciliation, 990 prep) | — | — | ✓ |
| Accountant collaborator seatA login for your accountant that sees the books and nothing else. | — | — | ✓ |
| Audit trail | — | — | ✓ |
| Room to grow | |||
| Team seats | 1 | 1 | 5 |
| Businesses in one account | 1 | 1 | 3 |
| Getting set up — and getting out | |||
| Guided setupThree questions, then Chief builds the workspace around your answers. | ✓ | ✓ | ✓ |
| Bring the spreadsheets you already haveDrop the file in; it reads your columns and turns them into a working list. | ✓ | ✓ | ✓ |
| Import your contacts | ✓ | ✓ | ✓ |
| Free trial on every plan7 days free, then the plan you picked. Switch tier or cancel from inside the app. | ✓ | ✓ | ✓ |
| Your data stays yoursExport the whole account — every business, every table — whenever you want it. | ✓ | ✓ | ✓ |
If you're coming from these, here's what's different.
From Notion
Notion is a blank canvas, flexible but you build everything yourself, and there's no AI that reads your business data. Solutionist comes opinionated: contacts work like contacts, invoices work like invoices, goals work like goals. You skip the database-design stage.
From HubSpot
HubSpot is enterprise CRM at scale, with sales-team assumptions, deal pipelines built for B2B reps, and pricing that doesn't fit a one-person business. Solutionist is purpose-built for one operator running their whole business, not a sales team managing leads.
From “I’ll just build my own agent”
You can. The tools are genuinely good now, and you’ll have something impressive running in an afternoon.
Then it double-books a client. Then it promises a refund policy you don’t have. Then it forgets what happened last Tuesday. Not because the AI isn’t smart, but because smart isn’t the same as dependable, and dependable is built, not prompted.
That’s the part that took us since January: knowing what a booking agent must never do, what has to be logged, what has to ask first, what a week in your line of work actually looks like. You’d be starting that from zero, and everything your business teaches it would live in a tool you have to maintain forever.
Ours shows up already knowing your business. And it keeps everything it learns about yours specifically.