Your website should do more than sit there.
CMSAgent brings your website, bookings, store, events, donations, customer relationships, and outreach into one practical toolkit—built specifically for small business.
- ✓Edit directly on your live website
- ✓One Stripe connection
- ✓Your site and your data
- New bookingLandscape consultation · 2m
- Form submittedProject estimate · 14m
- Deal movedProposal → Won · 31m
Everything you need.
Working together.
Start with the tools that fit your business today. Because every module shares one foundation, you can add more without rebuilding your website or reconnecting your data.
Turn visits into real business.
Bookings & appointments
Give customers a clear path from choosing a service to confirming and paying for their visit.
- Staff schedules and automatic time slots
- Deposits, full payment, or pay in person
- Recurring and multi-service appointments
- Quotes, invoices, reminders, and receipts
Cart & online store
Sell a focused catalog without sending customers to a separate storefront.
- Products, variants, and nested categories
- Faceted search, sorting, and stock filters
- Stripe checkout and saved addresses
- Order management and bulk product edits
Donations & fundraising
Run campaigns, accept gifts, and give donors the records they need.
- One-time and recurring Stripe gifts
- Campaign goals and live progress widgets
- Tax receipts and annual PDF statements
- Offline gifts, refunds, and reconciliation
Memberships
Create a connected home for member access, recurring relationships, and account management.
- Member records and tier management
- Account invitations and role-based access
- Recurring billing foundation
- Connected customer history
Bring people together.
Events & RSVPs
Publish gatherings and manage attendance from invitation through reminder.
- Ticket tiers, organizers, and event images
- Recurring, online, in-person, or hybrid events
- RSVPs, invitations, and attendee imports
- Email/SMS reminders and calendar export
Email & SMS
Keep operational communication close to the customer activity that triggered it.
- Appointment and event reminders
- Calendar invitations and confirmations
- Editable notification messages
- SMS opt-in and STOP compliance
Give your business a stronger voice.
Pages & live editing
Edit the actual page your visitors see—without waiting on a developer for every change.
- Guided, classic, and drag-and-drop builders
- 20+ blocks, reusable layouts, and snippets
- Live text, image, spacing, and style controls
- Responsive themes, menus, and breadcrumbs
Blog & content
Share expertise, updates, and stories with content that belongs to your website.
- Posts, categories, and featured images
- Rich text and advanced code editing
- Social-share metadata
- Comments with moderation
Promotions & outreach
Promote what matters using tools already connected to your pages and customers.
- Scheduled bars, banners, alerts, and popups
- Coupons and page-level targeting
- Referral links and review requests
- Testimonials, impressions, and clicks
SEO, search & links
Help visitors and search engines find the right content—and keep old links working.
- SEO fields and social preview cards
- Automatic XML sitemap
- Site-wide search across every module
- Canonical URLs and redirect management
Know the customer. Protect the work.
Customers & CRM
See contact details, activity, balances, tasks, and opportunities together.
- Searchable customer profiles and history
- Follow-up tasks and interaction notes
- Visual deal pipeline
- Balances, reviews, and linked submissions
Forms & conversations
Collect requests and turn incoming messages into organized follow-up.
- Flexible multi-column form blocks
- Searchable submissions inbox
- Status, sorting, and bulk actions
- Replies and customer linking
Reporting & analytics
Understand activity and revenue without reconciling a collection of dashboards.
- Site activity and operational dashboard
- Booking revenue and accounting views
- Customer balances and invoice status
- Page views and promotion performance
Roles, history & backups
Give people the access they need while keeping important work recoverable.
- Custom and module-scoped roles
- Draft, review, publish, and archive workflow
- Version history with one-click restore
- Two-stage trash and downloadable backups
CMSAgent can replace the separate website builder, booking service, storefront, fundraising platform, event tool, forms provider, customer spreadsheet, and reporting dashboards many small businesses pay for today.
Stop making your tools introduce themselves.
A visitor can discover an event, submit a form, book a service, make a purchase, or donate. CMSAgent keeps that journey connected—from the first interaction through payment, follow-up, and reporting.
Discover
Pages, blog posts, events, search, and promotions lead visitors to the right next step.
Engage
Forms, RSVPs, comments, and reviews turn interest into a useful interaction.
Know
Activity becomes customer context instead of another disconnected record.
Serve
Bookings, purchases, memberships, and donations move the relationship forward.
Follow up
Email, SMS, tasks, reminders, and promotions keep the next action from getting lost.
Learn
Revenue, activity, and performance reporting make the next decision more informed.
Built for the way small business works.
Powerful enough to grow with you. Practical enough to use every day.
Start with what matters
You do not need every feature on day one. Begin with the right foundation and expand when the business is ready.
Shape it around your work
Your tools should fit your process, terminology, services, and customers—not force you into somebody else’s template.
A partner who gets it
Work with a team that understands software, data, and the day-to-day of running a small business — because we run one too.
Ready for a website that
works as hard as you do?
Tell us where your business is today and what is getting in the way. We’ll help you find a practical next step.