Two Platforms. One Mission.

CDOC & DOCSHIELD

Revenue automation + compliance intelligence for modern SMBs. Two platforms, one mission — to help you grow without chaos.

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★★★★★ 4.9/5 from 1,500+ SMBs

“CDOC saved our agency 20+ hours/week.” — Sarah M., Rise Agency, Melbourne
“DOCSHIELD saved us from a $12k fine.” — Mike R., Construction, Texas
“Two platforms that actually work together.” — Jessica L., Consulting, London
HubSpot
Asana
Monday
Xero

Trusted by 1,500+ SMBs across 20+ countries

Enterprise-Grade Solutions

Two Solutions. One Ecosystem.

Built for SMBs who need revenue automation and compliance intelligence — without the enterprise complexity.

REVENUE OS

CDOC 2.0 v2.0

Revenue automation platform that connects CRM, Project Management, and Accounting — turning deals into invoices automatically.

HubSpot ↔ Xero ↔ Asana / Monday.com
Deal → Project → Invoice — fully automated
Bi-directional sync, intelligent tax mapping
From $99/month — pay per deal cycle
$99 /month

50 complete deal cycles included

14-day trial
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COMPLIANCE INTELLIGENCE

DOCSHIELD Flat $69

Compliance tracking platform that helps SMBs manage documents, track expiries, and stay audit-ready — automatically.

Unlimited documents, clients & reminders
WhatsApp / Email / SMS expiry alerts
Client portal & one-click audit reports
Flat $69/month — unlimited everything
$69 /month

Unlimited everything — no per-user fees

Limited offer
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No setup fees
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24/7 support
No per-user fees
256-bit SSL secure
CDOC 2.0 — REVENUE AUTOMATION

Turn Manual Work into Measurable Growth

Automate fragmented workflows across CRM, project management, and accounting — so your team spends less time updating systems and more time driving revenue.

Estimated and roughly Cost Savings

Businesses save
$3,750/month

Estimated savings based on internal workflow benchmarks for small to mid-size agencies replacing manual data entry.

20+hrs
Saved Per Week
On average per agency
99%

Reduction in manual errors

6x

Faster project delivery

45%

Team productivity increase

2.3x

ROI within first year

Every closed-won deal currently costs you hours of boring manual work

Manually copying deal data from HubSpot → Asana
Forgetting subtasks or wrong due dates → missed deadlines
Copy-pasting invoice details into Xero → typos
Invoices sent late → clients pay 15–30 days late
Data never syncs between sales, PM, and finance
You pay thousands for tools that still don't talk to each other

Stop Losing Time & Money on Manual Admin

Every HubSpot deal is costing you 5–12 hours of manual work.

💔 The Pain Today

  • ❌Costly Duplicate Entry: Copy-pasting deal data across platforms.
  • ❌Projects are built manually, wasting hours post-close.
  • ❌Critical subtasks are forgotten or assigned wrong due dates.
  • ❌Invoices are delayed, leading to late payments (15–30 days).
  • ❌Sales, delivery, and finance teams are constantly misaligned.

✨ The CDOC 2.0 Relief

  • ✅Zero Admin Overheads: Free up 5–12 hours per deal.
  • ✅Zero Duplicate Entry: Data flows seamlessly HubSpot → Project → Xero.
  • ✅Zero Missed Tasks: Projects launch instantly, perfectly structured.
  • ✅Zero Delayed Invoicing: Get paid on time, every time.
  • ✅Zero Chaos: Clear alignment from deal close to payment receipt.

Turn manual effort into instant, reliable automation.

compliance intelligence

Never miss a license expiry or compliance deadline again.

DOCSHIELD helps construction, real estate, and consulting firms centralize documents, automate reminders, and stay audit-ready — all for a flat $69/month.

Flat unlimited pricing

$69/month for unlimited documents, clients, projects, reminders, and exports. No per-user or per-doc fees.

Client sharing portal

Share read-only compliance dashboards with clients & vendors. Win tenders by proving you're always audit-ready.

Smart reminders

Email, SMS, WhatsApp alerts 30/15/7/1 days before expiry. Never miss a renewal again.

One-click audit reports

Generate audit-ready PDFs with full expiry history, renewal logs, and activity trails.

Industry templates

Construction, real estate, consulting templates — preloaded checklists for COI, permits, licenses.

Mobile-first & field ready

Upload insurance certs or permits directly from the job site. Works perfectly on any device.

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Ready to automate your revenue and compliance?

Choose the platform that fits your needs — or use both for end-to-end operational excellence.

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14-day free trials • No credit card required • Cancel anytime

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