Customer Relationship Operations

Built for relationship-driven people!

Whether you run a service business, manage a team, or just want to celebrate the people around you — Social Boards Live! fits your workflow by giving you a lightweight engagement platform for invoicing, customer intelligence, and retention campaigns.
No forced subscription. Send invoices, collect feedback, and strengthen relationships!Pay only for what you use!

🧑‍💼

Freelancers, Coaches, and Consultants

Professional client operations without enterprise CRM overhead.

Handle billing, post-engagement surveys, and relationship touchpoints from one mobile-first dashboard.

🎉

Friends & Family

Coordinate celebrations, collect memories, and mark moments together.

Create group greeting boards, milestone scrapbooks, and shared occasion pages for birthdays, weddings, retirements, and more.

🧰

Local Service Businesses

From job complete to review request to repeat booking.

Send invoices quickly, collect quality feedback, and nurture repeat business with smart follow-up campaigns.

🏢

HR & People Operations

Milestone recognition and feedback collection at team scale.

Run engagement surveys, celebrate work anniversaries and birthdays, and collect structured team feedback — all from one dashboard.

🏡

Realtors & Mortgage Brokers

Close deals, collect feedback, and stay top-of-mind all year.

Invoice follow-up services, send post-close surveys, and automate seasonal greetings for long-term referral relationships.

🛡️

Insurance Agents

Retention-ready communication for every client lifecycle stage.

Use one workflow for premium reminders, service feedback, and relationship messaging before renewal seasons.

Get started free →
Usage-based pricingNo subscription requiredPay-Per-Engagement3 operational workflowsUsage-driven WorkspacesMobile ReadyLogin optional for recipientsPrivate invitesBrandable outputsFree account

Why Social Boards Live!

One workspace.
Every occasion.

Most tools do one thing well. We built Social Boards Live! because real life doesn't separate "send a birthday card" from "request private feedback" from "send the invoice." They're all the same relationship, managed in one flow.

  • 🧩One lightweight business engagement platform instead of disconnected tools
  • 💸Usage-based pricing so early-stage teams avoid subscription fatigue
  • 📲Mobile-first workflows for fast-moving field teams and owner-operators
  • 🔐Private-by-default controls for links, invites, recipients, and board visibility
  • ⚡No-login participation for contributors, clients, and survey respondents
  • 📈Structured flows that connect revenue, feedback, and relationship outcomes

Flow packaging

  1. 1

    Get Paid Flow

    Create invoice -> share payment link -> send reminder -> follow up with thank-you card

    Turns billing into a repeatable customer experience, not a one-off task.

  2. 2

    Customer Feedback Flow

    Send targeted survey -> collect NPS/insights -> auto-send appreciation greeting

    Improves service quality while increasing response rates from real customers.

  3. 3

    Relationship Flow

    Schedule birthdays, festivals, anniversaries, and business milestones

    Keeps your business consistently visible between transactions.

Suggested launch path: start with one niche segment and one flow, then expand by adding the next flow in the same account.

Create your first flow →Learn more

Social Boards Live!

Three core operations. One platform.

Everything a relationship-driven small business needs to get paid, gather intelligence, and stay memorable — without juggling separate tools.

📄

INVOICE BOARDS

Get paid without heavyweight accounting software.

Create branded itemized invoices with line items, taxes, discounts, and notes. Track every invoice from draft to paid and keep payment records in one lightweight client-facing workflow.

Pay per invoiceCompany logo brandingPDF exportStatus tracking
📊

SURVEY BOARDS

Private feedback loops for real customer intelligence.

Send invite-only surveys to named recipients via one-time links. Capture post-service feedback, NPS, and follow-up insights without anonymous spam or account friction.

Invite-only accessNo login for respondentsResponse analyticsSelf or managed delivery
🎉

GREETINGS BOARDS

Relationship campaigns that people actually reply to.

Run birthdays, festival greetings, anniversaries, milestones, and thank-you campaigns from one place. Collect messages, photos, GIFs, signatures, and stickers with no login required for contributors.

30+ occasion typesPhotos & GIFsScheduled deliveryGift card top-up
3Live board workspaces
30+Occasion templates
∞Contributors per board
1Dashboard for all of it