The real cost of "figuring it out"
Calendly for booking. Stripe for invoices. Slack or texts for updates. Google Drive for files. DocuSign for contracts. A spreadsheet pretending to be a CRM. None of it talks to each other, so you do the connecting, manually, every single day.
The 8-tab reality
One system of record
Everything, in one place
Varyn isn't another point tool. It's the full back office for your consulting or agency business, built so nothing you need lives anywhere else.
Send invoices, collect deposits, and get paid on autopilot with reminders that go out before you have to ask twice.
SMS and in-app messaging tied directly to the client record, no more digging through three apps to find one conversation.
Deliverables, briefs and assets shared in a secure client-facing space that never gets buried in an email thread.
Every client, tag, status and history in one contact record, light enough to actually keep updated.
Share one link, set your real availability, and let clients book themselves in. No back-and-forth emails.
Native video meetings tied to the booking. No separate Zoom link to hunt down or paste in manually.
A single timeline per client with tasks, milestones and history, so anyone on your team can pick up context instantly.
Contracts, intake forms and agreements signed inside the same flow. No bouncing clients to a third-party site.
One branded, secure hub where clients see their meetings, files, invoices and messages. No login confusion, no "where do I go."
Add teammates, assign permissions, and split ownership across accounts so scaling past "just you" doesn't break anything.
Trigger reminders, follow-ups, invoice chases and status updates the moment something changes. Set once, runs forever.
Ask the assistant to draft messages, schedule meetings, or chase a task. It prepares everything and waits for your go-ahead.
The Varyn assistant
Tell it what you need in plain language. It drafts the message, proposes the meeting time, fills in the reminder, and hands it back for a single click of approval. You stay in control of every send, every booking, every dollar.
Nothing sends, books or charges until you hit Approve. That’s not a limitation. It’s the whole point.
Example of the assistant's approval queue: one pending suggestion to schedule a 1:1 with Ray Rey on Tuesday, July 28 from 9:00 to 9:30 AM, together with the reason it was proposed and Approve and Reject buttons. This is an illustration of the product, not a working control.
Set it once
Every repetitive step in client work, from the reminder to the chase to the nudge, becomes a workflow that fires itself.
Trigger
Invoice goes unpaid 3 days
Action
AI drafts a reminder
You
Approve, it sends
Result
Task marked done
Getting started
Bring in your contacts, connect your calendar, and set your real availability in minutes.
Your booking link, invoices, files and contracts go live under one branded client portal.
Approve its first few suggestions, then watch reminders, follow-ups and scheduling run themselves.
Why teams switch
“I closed six tabs the week I switched. My clients now think I run a much bigger operation than I do, because the portal makes it look that way.”
“The AI drafting reminders and waiting for my approval is the difference. It's not a black box. I see exactly why it's suggesting what it's suggesting.”
“We onboarded two contractors with role-based access in one afternoon. Before Varyn that would've meant three separate tool invites.”
Do the math
Scheduling tool, e-signature app, CRM, texting platform, video conferencing, file storage. Separately, they add up fast. And you still do the connecting.
Every plan includes the client portal and AI assistant. Add team seats or extra meeting minutes anytime, no forced upgrade. Early access pricing is limited.
$49per month
For solo consultants running a focused client roster.
$79per month
For growing consultancies and small agencies running real client volume.
$129per month
For teams that need scale, seats and shared client ownership.
Questions
Move your clients into one system today. Your first portal is live in under 10 minutes. No credit card, no setup call required.