Create custom modules, smart forms, digital signatures, QR workflows, and AI-powered search — all without writing a single line of code. Schools, tutors, law firms, and SMBs replace 6+ tools with one platform they configure themselves.
No developers, no code — just the tools your business actually needs
Every feature you need to run your business — built in, not bolted on
Create custom apps for any workflow. Name your module, set record labels, and build forms — your team configures it, no developers needed.
Build forms where dropdown options pull from your own data. A "Grades" form auto-populates student names from your enrollment records.
Upload any document and ask questions in plain English. RAG-powered search understands your business context — not just keywords.
Collect legally binding e-signatures on any form or contract. Auto-generate PDFs, email signed copies, and track approval status.
Share forms via secure public links or QR codes. Parents, clients, and vendors fill out and sign — no account or login required.
Create invoices with payment links, track who's paid and who hasn't, and connect to QuickBooks — all from one dashboard.
Add a single script tag to your website. Visitors get an AI chatbot that answers from your knowledge base — your data, your brand.
Auto-sync Drive folders, query documents from Slack, and ask financial questions from QuickBooks — all connected to the same AI.
SOC 2 hardened with private containers, per-user permissions, encrypted secrets, full audit logging, and GDPR-compliant data handling.
See how schools, tutors, and businesses use Heartbeat to run their operations
Build enrollment forms with grade levels, guardian info, and medical notes. Parents fill out and sign digitally — no paper, no scanning.
Pre-built compliance consent forms with legally binding signatures. Share via public link or QR code — parents complete on their phone.
Create a permission slip, generate a QR code, and send it home. Parents scan, review, sign, and submit — all in under a minute.
Build grade entry and fee voucher forms with lookup fields that pull student names automatically. Everything links back to the student record.
Share a branded intake form via public link. Clients fill it out without creating an account. Data flows into your AI-searchable records.
Log sessions with lookup fields that auto-populate client names. Track hours, subjects, and progress — then let AI summarize it all.
Generate invoices with Stripe payment links. Clients pay online, you track everything in one place. No separate invoicing tool needed.
Upload curriculum materials and let parents or students ask questions through an embeddable chat widget on your website.
Build a client module with intake forms, case notes, and document uploads. Lookup fields link cases to clients automatically.
Create contract templates with variable fields. Clients review and sign digitally via a secure public link — no account needed.
Upload policies, procedures, and reference docs. Your team asks questions in plain English and gets instant, accurate answers.
Embed an AI chatbot on your website. Clients get answers to common questions 24/7 — from your own knowledge base, not generic AI.
Build modules for any process — inventory tracking, vendor management, project intake. Name it anything, configure it your way.
Create onboarding forms, collect signatures on policies, and track completion. New hires fill everything out before day one.
Auto-sync Drive folders into your AI knowledge base. Let your team query documents directly from Slack without switching tools.
Connect QuickBooks and ask financial questions in plain English. "What did we spend on supplies last quarter?" — answered instantly.
Deep integrations with the platforms enterprises rely on
SOC 2 hardened from day one — your data is protected at every layer
Every control auditors look for — implemented in code, not just policy documents.
No consultants, no waiting weeks — build and launch the same day
Sign up, name your module anything you want — "Student Management", "Client Portal", "HR" — and configure AI settings.
Add fields, set up lookups that pull from other forms, enable public access, and add signature fields. All drag-and-drop.
Share public links, print QR codes, embed the chat widget on your website. Your team and clients start using it immediately.
No hidden fees. No per-seat surprises. Upgrade or downgrade anytime.
Have questions? Want a demo? Need a custom plan? We'd love to hear from you.
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