BanyanPowered by Sam&Sain Co.

Every branch. One tree.

The whole business in one app, for one business or several.

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Banyan’s Home: money across two businesses, what needs you, invoices to approve, leads and everyone’s week.
The same Home on a phone.

Five apps, or one tree.

Separate apps

Each one keeps its own copy.

  • CRM
  • Accounting
  • E-signature
  • File storage
  • Hiring

Banyan

Typed once. Every branch knows.

  1. Booking
  2. Lead
  3. Client
  4. Invoice
  5. Books

Every branch of the business.

Sales

From first hello to signed.

  • Leads
  • Contacts
  • Emails
  • Signing
A lead: call, text, email, map and website, its stages from New to Contract sent, its agreements, the questions before the meeting and its emails.

Work

What’s made, and what’s waiting.

  • Tasks
  • Projects
  • Production
  • Files
Production: each client’s carousels and reels, waiting for approval and being made.

Money

Books that keep up.

  • Accounting
  • Payroll
  • Reports
Reports: financial statements, and reports on customers and the team.

Team

The day, the week, the team.

  • Calendar
  • Meetings
  • Hiring
The Calendar’s Team view: each person’s week, their hours and what is on each day.

Instant. Even offline.

Its own engine runs right on your device, so every tap answers at once. Offline, your work is kept and syncs when you’re back.

Contacts on a phone: each person with their business, and an A to Z index down the side.

Trust is the root.

  • Every change kept. A slip is one undo away.
  • No email goes until you say so.
  • AI agents get only what you allow, for a limited time.

Every dollar finds the books.

Invoices, bills, payroll and bank review in one set of books, on cash or accrual. The GST/HST return turns up before it’s due.

Accounting: cash, unpaid, overdue and bills to pay, and the money map from money in to the books.

Fewer tabs. More business.

Made by Sam&Sain Co. in Toronto.

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