MORE THAN A CRM
One Connected Business System
Guided setup included.
Configured around the way your business works.
Manage your customers, opportunities, communication, appointments, marketing, follow-up and invoicing — all in one place.
Stay in control with the visibility to run and grow your business.
Know More. Do More. Be More.
Why businesses miss opportunities and what to do about it
Watch this short video to see why opportunities get missed
Let's Reflect
How many different systems are you using to run your business?
Are you losing sales you should have won?
Do you feel on top of what’s happening across your business?
Could your business could achieve more?
Do your important customer and business activities feel disconnected?
Have you considered a CRM or business system, but aren’t sure how to make it work best for your business?
Marketing, customer communication, follow-up and customer management all play a part in winning and keeping customers.
When these activities are disconnected, opportunities can be missed and visibility lost.
Safe-Scale® brings them together in one connected business system,
configured around the way your business works.
Old way or Safe-Scale®
Which way do you work?
As featured in the Business Guide of The Telegraph
The Old Way
Disconnected information, tools and activities.
Follow-up depends on memory.
Communication across multiple places.
Valuable time is lost. Visibility is reduced.
Missed opportunities.
The Safe-Scale® Way
Systems & processes working together.
Consistent follow-up and processes.
Communications in one place.
Save time. Improve visibility.
Make the most of every opportunity
Safe-Scale® offers a better way to attract, manage and make the most of every opportunity.
What is Safe-Scale®
Safe-Scale® helps bring the everyday activities involved in winning and keeping customers into one connected business system.
Instead of managing these activities separately, Safe-Scale helps create a more organised way to do marketing, manage enquiries, communication, follow-up and opportunities.
Configured Around Your Business
GUIDED SETUP INCLUDED AS STANDARD
Get you started with confidence
Guided setup included
Configured around your business and processes
Start getting value from one connected business system quickly
Many businesses have access to powerful software. The challenge is knowing how to configure it, connect everything together and use it consistently.
Safe-Scale® includes guided setup to help configure the system around the way your business works to give you a practical working system.
Guided setup includes help with:
Safe-Scale® overview
CRM & Pipeline configuration
Connect email, calendar and social media accounts
Import existing contacts, active leads and pipelines
Setup an basic automation
Answer any questions you may have
Further email support after initial setup
Businesses Safe-Scale® is for:
Mortgage Brokers & Financial Advisers
Trades Businesses
Marketing & HR Agencies
Coaches & Consultants
Accountants & Solicitors
Estate Agents
Physiotherapists
How To Get Safe-Scale®
3 easy steps for you to start benefiting from safe-scale®
01
Choose the plan that suits your business
02
Book your guided setup session
03
We help you configure Safe-Scale® around your business
Clear next steps are provided after subscribing, including how to book your guided setup session.
Safe-Scale® In Action
Follow a real customer journey
Watch Liz walk you through a real customer journey and see how Safe-Scale helps you capture enquiries, manage follow-up and turn opportunities into customers in one connected system.
Watch Liz's Safe-Scale® walk through
TESTIMONIALS
What Our Customers Say
"Liz and Charles have been very kind and helpful in supporting me to set up my online marketing over the last couple of months, and we are already getting encouraging results. They have also been very patient in helping me with their Safe-Scale CRM, which I can see will be a great help in automating regular tasks and help me better organise my time and manage the process of turning leads into business. Highly recommended."
Alan Summerfield
Mortgage Adviser
"Liz and Charles were super supportive to me and created a strategy for helping me take my business to the next level. I would highly recommend using them both to help grow your business! Thank you guys x"
Emma
My Bridal Dresser
"Charles and Liz have been absolutely amazing.
Their knowledge and friendly professional approach, whilst advising upon my business venture has been invaluable.
Many thanks"
Tony
Kitchen fitter starting his own business
plans and Pricing
Choose Your Plan
All plans include:
Guided & Tailored Setup • UK-Based Email Support
Safe-Scale® Plans
from £209
/month + VAT
Safe-Scale offers you a better way to attract, manage, convert and retain customers.
All our plans gives you better visibility and control to allow you to make most of every opportunity and stay on top of what is going on in your business.
We offer various Safe-Scale plans to meet your needs.
There is no minimum contract term - cancel anytime.
Please contact us to discuss your requirements.
Safe-Scale® Features
As a minimum, all plans include:
Access for 5 Users
Unlimited Contacts
Lead Capture
Customer & Lead Management
Tasks Management, Automation & Follow-Up
Centralised Communications (Emails, Socials, Text, Business WhatsApp Integration)
Calendar & Booking System
Social Media Scheduling
Websites & Funnels builder + hosting + QR Codes
Email Marketing & Newsletters
Forms & Surveys
Invoicing & Estimates
Push Invoices to QuickBooks or Xero
Dashboards & Reporting
Team Visibility and Collaboration
Mobile App Access
AI Assistants (selected plans only)
PLUS lots more
Usage Charges:
Some services, such as sending emails and messages, phone calls and AI-powered features, are charged on a pay-as-you-go basis. This keeps your monthly subscription affordable while ensuring you only pay for the communication and services your business actually uses.
Usage charges are billed in USD ($).
Good to Know
Most usage costs are tiny (pence or fractions of a penny per activity).
You only pay for services that you choose to activate or use.
Typical usage costs for sending emails and text messages are modest (around $5 to $15 per month).
AI Assistants are very powerful and is included within most of our plans. Different options exist based on your expected use and usage.
Every account includes an initial $5 usage credit to get you started.
View current charges ⌄
Typical Example: Sending 500 emails, 100 text messages and making or receiving 500 minutes of calls would cost approximately $10.
| Optional add-ons: | |
| Business phone number for calls and texts | from $1.50 /line, per month |
| Additional integrations & services available | On request |
| Pay-as-you-go usage: | |
| Phone calls (outgoing / incoming) | $0.0168 / $0.0102 /min |
| SMS messages | $0.01 /segment |
| Email delivery | $0.0008 /email |
| Email address verification | $0.003 /verification |
| WhatsApp Marketing Msg | $0.09 /message |
| WhatsApp Service & Utility Msg | $0.03 /message |
| Call recording (optional) | $0.005 /min |
| Call transcription service (optional) | $0.048 /min |
| Call recording storage (optional) | $0.001 /min, per month |
| Automations - Premium Features (optional) | $0.012 /execution | Automations - External AI: Input (optional) | $0.72 / 750,000 words | Automations - External AI: Output (optional) | $2.88 / 750,000 words |
| AI Assistents (optional) | Usage included as per selected plan |
* Usage charges are billed in USD and may change from time to time.
** Pay-as-you-go charging: Your account balance is automatically topped up in $10 increments using your saved payment method when the balance reaches $0.
Ready to make most of every oppurtunity
Choose the plan that's right for your business
Take Action
Choose Your Next Step
Ready to get started?
Choose your plan and book your guided setup session.
Need more detail?
Watch the Safe-Scale® in action walkthrough to see how it works and helps you in practice.
Want to speak first?
Book a short demo if you would like to talk through whether Safe-Scale® is right for your business.
STILL GOT QUESTIONS?
Clear Answers To Your Questions
We've compiled the most common questions about the Safe-Scale system, setup process, and what happens next. If you need more specific details, our team is ready to assist.
What happens after I subscribe?
You will receive an email to set your password that will allow you to log into Safe-Scale®. You can then book your guided setup session.
Is guided setup included?
Yes. Guided setup is included to help turn Safe-Scale into a working system around the way your business operates.
What does “configured around your business” mean?
It means the setup process is designed to reflect how your enquiries, customer communication, follow-up and opportunities are managed.
How long does guided setup take?
For most people guided setup will take around 30 minutes. If this is not enough time, we'll book another 30 minute session with you.
Is ongoing support is included?
Yes. UK based email support are available after your guided setup has been completed if there are still things you are not sure off.
Can I add extra users to my plan?
Yes. Please contact support. Extra charges may apply.
Do you offer a free trial?
Safe-Scale® doe not have standard free trial because guided setup is included. The aim is to help customers get started with a system configured around their business, rather than leaving them to explore software on their own. We believe that helping you get started with Safe-Scale® is much more valuable than a free trial.
Who is Lion & Stone?
Lion & Stone is the company behind Safe-Scale®. We provide the setup, configuration, training and ongoing support that help you get the most from the system. While Safe-Scale® is the technology platform, Lion & Stone works alongside you to ensure it is configured around your business and used effectively from day one.
One Connected Business System That Helps You Make The Most Of Every Opportunity
From marketing and enquiries to customer communication, follow-up and customer management, Safe-Scale® brings the activities involved in winning and keeping customers into one connected business system.
The result is a more organised business, better visibility and fewer opportunities slipping through the cracks.
Guided setup is included and Safe-Scale® is configured around the way your business works.
A better way to attract, manage, convert and retain customers. One connected system.
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