How to Set Up Claude Code, VS Code and AI Tools for Business Owners

How to Set Up Claude Code, VS Code and AI Tools for Business Owners

How to Set Up Claude Code, VS Code and AI Tools for Business Owners

If you’re trying to get Claude Desktop, Claude Code, VS Code, Node.js, the Claude Chrome extension, Cowork, connectors, folders and random partner portals to all behave nicely in your brain, welcome to the circus.

And I say that lovingly.

Because for most business owners, the issue isn’t that AI is too hard.

The issue is that the setup feels like you’ve accidentally walked into a developer conference wearing a business coaching blazer, holding a coffee, wondering why everyone is talking about folders, terminals and extensions.

But here is why this matters.

Once your AI tools are set up properly, you stop wasting hours “figuring out the tech” and start using Claude to do actual business work.

Things like:

  • SEO audits
  • Blog production
  • Content repurposing
  • Grant applications
  • Inbox triage
  • LinkedIn lead research
  • Team workflows
  • SOP creation
  • Website reviews
  • Marketing automation planning
  • Client onboarding systems

Setup pain now equals speed later.

And no, you do not need to become a software developer to make this useful.

You simply need to understand what each tool does, how they connect, where your files live, and how to stop opening 17 tabs while silently questioning your life choices.

This guide will walk you through the practical Claude Code setup for business owners, without the confusing developer waffle.

What Are You Actually Setting Up?

Before you start downloading things like a caffeinated raccoon, it helps to understand the role of each tool.

Claude’s current download page describes Claude as bringing chat, Claude Cowork and Claude Code together, with access across desktop, mobile and browser environments. It also lists Claude Code environments including Desktop, Terminal, VS Code, JetBrains and Slack.

That means you are not setting up one thing.

You are building a little AI workbench.

Think of it like this:

  • Claude Browser is where you chat with Claude online.
  • Claude Desktop is the app on your computer.
  • Claude Code is where Claude can work with files, codebases and project folders.
  • VS Code is the workspace where Claude Code can operate.
  • Node.js may be needed for some development workflows or if you install Claude Code through npm.
  • Claude Chrome lets Claude assist inside your browser.
  • Connectors help Claude access tools such as Gmail, Google Drive, Calendar and other work apps.
  • Cowork and computer-use features allow Claude to act more like a hands-on assistant, with your permission.

The big mindset shift is this:

You are not “installing AI”.

You are setting up a workspace where AI can help you produce business outcomes.

That is a very different thing.

Claude Desktop vs Claude Browser: Do You Need Both?

Your Claude browser account and Claude Desktop app are connected through the same Claude login.

According to Claude’s download page, your conversations, projects, memory and preferences sync across devices when you are signed in.

That means you do not need to panic if you start something in the browser and later open Claude Desktop.

You are not creating a second brain.

You are accessing the same Claude account through a different doorway.

When To Use Claude In The Browser

Claude in the browser is great for everyday AI work:

  • Drafting content
  • Asking questions
  • Planning offers
  • Reviewing copy
  • Summarising documents
  • Creating strategy
  • Brainstorming campaigns

This is the easiest place for most business owners to start.

When To Use Claude Desktop

Claude Desktop becomes more useful when you want Claude closer to your actual computer environment.

For example, when you want to connect local tools, use desktop extensions, pair with mobile workflows, or use Claude Cowork features.

The desktop app is not just “another tab”.

It is the bridge between Claude and more of your working environment.

When To Use Claude Code

Claude Code is different again.

Claude Code is an agentic coding and project tool that can read your codebase, edit files, run commands and integrate with development tools. Anthropic describes it as available through terminal, IDE, desktop app and browser surfaces.

Now, do not let the word “code” scare you.

As a business owner, you may use Claude Code for far more than coding.

You can use it to manage structured files, create repeatable workflows, audit website folders, generate documentation, organise project assets and build systems that need file access.

In plain English:

Claude chat helps you think.

Claude Code helps you work inside a structured project folder.

Step 1: Download The Correct Claude Desktop App

Start with the official Claude download page.

Claude currently provides downloads for macOS, Windows, Windows arm64, ChromeOS and Linux. The same page also links to Claude Cowork surfaces, Claude Code environments, the Chrome extension and VS Code installation options.

If you are on Windows, pay attention to the difference between:

  • Windows
  • Windows arm64

Most Windows computers use standard Windows for Intel or AMD chips.

Some newer Windows devices use ARM-based chips, such as Qualcomm Snapdragon. Those usually need the Windows arm64 version.

If you are not sure which one you have, check your computer’s system information before downloading.

Simple Download Process

  1. Go to the official Claude download page.
  2. Choose the correct version for your computer.
  3. Download the installer.
  4. Save it somewhere obvious, such as your Desktop or Downloads folder.
  5. Run the installer.
  6. Follow the prompts.
  7. Sign in with your Claude account.

If you cannot find Claude after installing it, use your Start menu on Windows and type “Claude”.

Don’t overthink this part.

The goal is simply to get the correct desktop app installed and logged in.

Step 2: Understand Where Node.js Fits In

This is one of the places people get themselves in a knot.

Claude Desktop chat does not require Node.js.

You can chat with Claude without Node.js sitting on your computer.

However, Node.js can matter if you are installing Claude Code through npm or working on projects that require JavaScript tooling.

Anthropic’s current Claude Code setup documentation says the npm installation requires Node.js 22 or later as of Claude Code v2.1.198.

So the practical rule is this:

If you are only using Claude chat, don’t obsess about Node.js.

If you are installing Claude Code with npm, working with web projects, or running tools that rely on Node, install the current official version of Node.js.

Why This Matters For Business Owners

When Node.js is missing or outdated, things can get weird.

Pages may load blank.

Commands may fail.

Installers may throw strange errors.

Claude may appear to be “broken” when the real issue is that your computer is missing part of the environment needed for that workflow.

This is why setup matters.

It is not glamorous.

But neither is wasting three hours because one invisible dependency was missing.

Step 3: Install Claude Code Properly

Claude Code now has several installation options.

Anthropic’s Claude Code quickstart recommends native installation and also lists options including Homebrew and WinGet. For Windows PowerShell, the docs provide an installation command, and for WinGet users they list winget install Anthropic.ClaudeCode.

For most non-technical business owners, the safest advice is this:

Use the official Claude Code installation instructions for your operating system.

Do not copy random install commands from a random forum, comment thread or “helpful” screenshot.

AI tools change fast.

Use the official docs.

After Installing Claude Code

Once Claude Code is installed, you will log in with your Claude account.

Claude’s quickstart explains that Claude Code requires an account and that once you start a session with the claude command, you are prompted to log in.

If you are not comfortable using the terminal yet, that is completely normal.

You do not need to become a terminal wizard overnight.

You just need to understand that Claude Code needs a working project location, which brings us to the next step.

Step 4: Install VS Code The Right Way

VS Code stands for Visual Studio Code.

It is a free code editor from Microsoft, but for our purposes, think of it as a clean project workspace.

It gives Claude Code a place to see your files, work inside folders and interact with your project properly.

Microsoft’s Windows setup guide says VS Code is available through a user installer, system installer and ZIP archive. For most people, Microsoft recommends the User setup because it does not require administrator permissions and supports smoother background updates.

How To Install VS Code

  1. Go to the official VS Code website.
  2. Download the version for your operating system.
  3. On Windows, choose the User setup unless you have a specific reason not to.
  4. Run the installer.
  5. Open VS Code from your Start menu or applications folder.

Microsoft’s setup guide also notes that the installer adds VS Code to your PATH, and after installation you can run code . in a folder to open that folder in VS Code.

You don’t need to use that command if you are not ready.

But it is useful to know later.

Step 5: Install The Claude Code Extension Inside VS Code

This is the step many people miss.

Installing Claude Desktop is not the same as enabling Claude inside VS Code.

They are different surfaces.

To use Claude Code in VS Code, install the Claude Code extension inside VS Code.

The Visual Studio Marketplace lists “Claude Code for VS Code” by Anthropic, with the description that it lets you harness Claude Code without leaving your IDE. The listing also states that it requires VS Code 1.98.0 or higher.

How To Install The Extension

  1. Open VS Code.
  2. Go to Extensions.
  3. Search for “Claude Code”.
  4. Look for the extension published by Anthropic.
  5. Check that it has strong usage and legitimacy indicators.
  6. Install it.

Do not install random knockoff extensions.

This is a simple but important safety practice.

If you are letting AI work inside project files, you want to be very sure you are installing the real tool.

Step 6: Give Claude Code A Folder To Work In

Claude Code needs a working folder.

This is where many business owners get stuck.

They install everything, open the tools and then wonder why nothing useful is happening.

No folder means Claude has no clear workspace.

No workspace means it cannot easily read, save, organise or update your project files.

Anthropic’s quickstart explains that you start your first Claude Code session by opening your terminal in a project directory and running Claude from that location. It also explains that Claude reads project files as needed, so you do not have to manually add context every time.

In business-owner language:

Folder equals workspace.

Workspace equals context.

Context equals better outputs.

Create A Simple Starting Folder

Create a main folder somewhere sensible.

For example:

Claude_Business_Workflows

Then create subfolders like:

  • SEO_Audits
  • Blog_Content
  • Grant_Applications
  • Email_Triage
  • Team_SOPs
  • LinkedIn_Lead_Research
  • Website_Reviews
  • Client_Onboarding

Do not call your folder “stuff”.

Do not call it “AI things”.

Do not call it “new folder 7 final final actual”.

Name things like a grown-up because your folder structure becomes your business system.

Step 7: Open Your Folder In VS Code

Once your folder exists, open it properly inside VS Code.

Use:

File → Open Folder

Then select the actual folder.

Not a random file inside the folder.

Not the Downloads folder.

Not your entire computer.

The folder.

When the right folder is open, Claude Code has a clear workspace.

This is when the magic starts becoming useful rather than chaotic.

A Simple Folder Structure To Use

Here is a clean starter structure:

Claude_Business_Workflows

SEO_Audits

Website_Reviews

Blog_Content

Email_Triage

Grant_Applications

Team_SOPs

Lead_Research

Client_Onboarding

Inside each folder, add documents, notes, templates and outputs relating to that workflow.

For example, inside Blog_Content, you might store:

  • brand voice notes
  • blog briefs
  • drafts
  • SEO checklists
  • published article logs
  • repurposing prompts

That way, Claude is not just answering random questions.

It is working inside a repeatable business content system.

Step 8: Use Claude To Write Your Own Setup Instructions

This sounds silly until you try it.

One of the best ways to stop drowning in tech steps is to ask Claude to turn the setup into a plain-English checklist.

Use a prompt like this:

“Write me a Claude Code setup checklist for a non-technical business owner. Include how to install Claude Desktop, Claude Code, Node.js if needed, VS Code, the Claude Code VS Code extension, and how to open my first project folder. Make it simple, step by step, with troubleshooting notes.”

This is especially useful if:

  • you are tired
  • you are helping a study group
  • you have a team member setting it up
  • you need repeatable instructions
  • you are not naturally technical
  • you want to document your process once and reuse it

This is how you turn setup chaos into a business asset.

Do it once.

Document it.

Then your team can follow it too.

Step 9: Use /compact When The Conversation Gets Too Long

Claude Code has slash commands that help you manage sessions.

The current Claude Code commands documentation explains that /compact frees up context by summarising the conversation so far, and you can optionally pass focus instructions for the summary.

In plain English:

When a conversation gets too long, use /compact to stop the thread getting fuzzy.

This is useful for longer projects such as:

  • SEO audits
  • large documentation jobs
  • website reviews
  • business workflow builds
  • grant applications
  • system mapping
  • multi-page content production

Instead of abandoning the whole conversation, you compact it.

This helps Claude keep the useful context while clearing space.

Step 10: Use /new Or /clear When You Need A Fresh Start

The Claude Code commands documentation lists /clear as a way to start a new conversation with empty context, while keeping the previous conversation available in /resume. It also notes that /new is an alias for /clear.

This is important.

Sometimes you do not need a longer conversation.

You need a clean one.

Use a fresh thread when you are changing tasks.

For example:

  • One conversation for an SEO audit
  • One conversation for blog writing
  • One conversation for grant applications
  • One conversation for inbox triage
  • One conversation for team SOPs

Do not make one poor AI chat handle your entire business, your life admin, your website, your content strategy and your existential crisis all at once.

That is how messy outputs happen.

Step 11: Connect Your Business Tools Carefully

This is where Claude starts becoming more than “just chat”.

Claude connectors let you connect third-party tools and applications so Claude can access work data and, where approved, take actions in connected tools. Anthropic describes connectors as a way to give Claude access to knowledge in connected tools and desktop files, plus permission to perform actions on your behalf.

Claude’s Google Workspace connector documentation states that Gmail, Google Calendar and Google Drive connectors are available for Claude and Claude Desktop users, and that Claude can search emails, manage calendars, work with documents and save files without leaving the conversation.

But here is the important bit:

Do not connect everything just because you can.

Connect tools based on actual workflows.

Good Connector Use Cases

Use connectors for:

  • finding emails related to a client
  • summarising unread messages
  • drafting Gmail replies
  • checking calendar availability
  • reading Google Drive documents
  • pulling context from project files
  • creating folders or saving organised outputs

Claude’s Google Workspace connector documentation also states that actions require explicit approval.

That is good.

You want AI assistance, not AI chaos.

Step 12: Install And Pin Claude In Chrome

The Claude Chrome extension can be useful when you want Claude to work inside browser-based tools.

The Chrome Web Store listing for Anthropic describes Claude in Chrome as an AI assistant that works directly in your browser, automating tasks and taking actions on your behalf. It also mentions browser workflows, scheduled tasks and multi-tab workflows, with availability for paid subscribers.

Once installed, pin it.

In Chrome:

  1. Click the puzzle piece icon.
  2. Find Claude.
  3. Click the pin icon.
  4. Keep it visible in your toolbar.

Most people install useful extensions and then immediately lose them.

Pin it so you actually use it.

What To Use Claude In Chrome For

Try browser workflows like:

  • summarising a long webpage
  • reviewing a sales page
  • checking website copy
  • pulling key points from an online resource
  • triaging messages
  • reviewing LinkedIn profile viewers
  • extracting information from browser-based dashboards
  • assisting with form-heavy admin

Again, use common sense.

If Claude is operating in your browser, supervise it like you would supervise a new assistant on their first week in your business.

Step 13: Understand Cowork And Computer Use Permissions

Claude Cowork and computer-use style features can be powerful because they let Claude work more directly across your apps and computer environment.

But the key word is permission.

Anthropic’s computer use documentation explains that Claude can open apps, click, type and see your screen in supported contexts. It also explains that approvals apply per session, and that Claude asks before controlling specific apps.

The same documentation also highlights safety guardrails, including per-app approval, warnings for apps with broad access, and the ability to stop actions.

For business owners, this is exciting.

But it is not something to treat casually.

Sensible Safety Rules

Use these rules:

  • Start with low-risk tasks.
  • Watch what Claude does.
  • Do not give broad access unless it is necessary.
  • Avoid sensitive financial, legal or client data until you understand the workflow.
  • Use connected tools before screen control where possible.
  • Keep a human approval step for anything important.

AI should reduce admin.

It should not create a governance nightmare.

Practical Business Workflows You Can Build With Claude

Once your setup is working, the real question becomes:

What will you use it for?

Here are practical workflows worth building.

SEO Audit Workflow

Create an SEO_Audits folder.

Store:

  • website URLs
  • keyword notes
  • page copy
  • audit checklists
  • competitor notes
  • final reports

Ask Claude to review a page for:

  • title tags
  • meta descriptions
  • headings
  • keyword intent
  • readability
  • internal links
  • calls to action
  • FAQ opportunities
  • AI search readiness

This turns SEO from a random task into a repeatable process.

Content Production Workflow

Create a Blog_Content folder.

Store:

  • raw transcripts
  • article drafts
  • brand voice instructions
  • SEO templates
  • CTA blocks
  • repurposing prompts

Then ask Claude to turn your raw expertise into:

  • blog articles
  • email newsletters
  • social posts
  • YouTube descriptions
  • lead magnet outlines
  • podcast show notes
  • carousel content

The power is not just in creating content.

The power is in having a system.

Grant Application Workflow

Grant applications are a brilliant use case because so many sections repeat.

Create a Grant_Applications folder.

Store:

  • company overview
  • founder bio
  • team details
  • business impact
  • awards
  • revenue notes
  • innovation statements
  • standard answers
  • previous submissions

Then ask Claude to help adapt those details for each grant.

You still need to review the final submission carefully.

But you no longer need to rewrite “about your business” from scratch every time.

Inbox Triage Workflow

With the right connector setup, Claude can help summarise, categorise and draft responses.

Use it for:

  • identifying urgent emails
  • summarising unread messages
  • drafting polite replies
  • finding follow-up opportunities
  • organising messages by client or project
  • preparing a daily inbox briefing

This is where business owners get hours back.

Not because AI is fancy.

Because repetitive admin is finally getting a system.

LinkedIn Lead Research Workflow

If you have access to LinkedIn profile viewer data, especially through Premium, you can use Claude-assisted workflows to review potential leads.

For example:

“Review the people who viewed my profile in the last seven days and list anyone who works at a large food company, training organisation, corporate HR team, learning and development department or consultancy.”

This kind of workflow helps you spot opportunities you may otherwise miss.

Just remember that different LinkedIn plans show different levels of viewer data, so your results depend on what your account can access.

Team SOP Workflow

Create a Team_SOPs folder.

Use Claude to help document:

  • how to publish a blog
  • how to onboard a client
  • how to reply to common enquiries
  • how to prepare a workshop
  • how to update a sales page
  • how to create a lead magnet
  • how to process testimonials
  • how to send follow-up emails

This is one of the most valuable uses of AI in a growing business.

You are not just creating outputs.

You are capturing how your business works.

What About Smart Shift Email, Euler And Mission Control?

Some training cohorts, partner programs or AI communities use extra tools that are not part of the core Claude setup.

For example, you may be given:

  • a Smart Shift AI email
  • access to Euler
  • access to a Mission Control dashboard
  • cohort-specific tracking tools
  • partner portal modules

Treat these as access and tracking layers.

They are not the heart of your business workflow.

Your core setup is still:

  1. Claude account
  2. Claude Desktop
  3. Claude Code
  4. VS Code
  5. Project folders
  6. Useful connectors
  7. Clear repeatable workflows

If your cohort requires a special email or partner dashboard, follow the current cohort instructions.

But do not confuse “portal access” with “business system”.

The portal may track your learning.

Your folder structure and workflows are what make AI useful in your actual business.

Common Claude Code Setup Mistakes

Mistake 1: Installing Claude Desktop And Thinking Claude Code Is Done

Claude Desktop and Claude Code are related, but they are not the same setup.

You may still need to install Claude Code, configure VS Code or connect the extension.

Mistake 2: Not Opening A Folder

Claude Code needs a workspace.

A folder gives Claude context.

Without it, you are asking a highly capable assistant to work with no desk, no files and no brief.

Mistake 3: Putting Everything In One Folder

One giant folder called “business” will become a mess.

Separate workflows by outcome.

SEO audits go in one folder.

Grant applications go in another.

Content production gets its own home.

Mistake 4: Ignoring Node.js Completely

You do not need Node.js for basic Claude chat.

But if your Claude Code setup or web development workflow relies on npm, Node.js matters.

Use the current official version required by the installation method you choose.

Mistake 5: Giving AI Too Much Access Too Quickly

Connectors and browser automation are powerful.

Start carefully.

Approve deliberately.

Supervise anything sensitive.

Mistake 6: Expecting AI To Know Your Business Without Context

Claude is only as good as the context you provide.

Store your brand voice.

Store your offers.

Store your FAQs.

Store your process notes.

Store your examples.

That is how AI becomes a business assistant instead of a random content generator.

Best Practices For Using Claude As A Business System

Here is the simple version.

1. Start With One Workflow

Do not set up everything at once.

Choose one business area.

For example:

  • blog production
  • inbox triage
  • SEO audits
  • grant applications
  • team SOPs

Build one clean workflow first.

2. Create A Dedicated Folder

Give that workflow a home.

Add your source material, templates, prompts and outputs.

3. Write A Repeatable Prompt

Create one master prompt for that workflow.

For example:

“Use the files in this folder to complete an SEO audit of the page I provide. Check headings, title, meta description, keyword intent, readability, internal linking, FAQ opportunities and CTA strength. Return a prioritised action list.”

4. Save The Output Format

Tell Claude exactly how you want the output delivered.

For example:

  • summary
  • issues
  • recommendations
  • priority actions
  • copy suggestions
  • next steps

5. Turn The Workflow Into A Skill Or SOP

Once the workflow works, document it.

Then reuse it.

That is where the real value is.

Not in one clever prompt.

In a repeatable business machine.

Key Takeaways

  • Claude Desktop, Claude Browser, Claude Code, VS Code and Chrome are different surfaces with different jobs.
  • Claude Code becomes more useful when you give it a clean project folder.
  • VS Code is not just for developers. It can become a structured AI workspace for business workflows.
  • Node.js is not required for basic Claude chat, but it may be required for npm-based Claude Code installs or web development workflows.
  • Connectors and Chrome automation are powerful, but should be used with clear permissions and sensible supervision.
  • Your folder structure becomes your operating system for AI.
  • The goal is not to “learn tech”. The goal is to build repeatable workflows that save time and increase business output.

FAQ

What is Claude Code used for in business?

Claude Code can be used to work inside structured project folders, read files, update documents, assist with website reviews, create documentation, manage technical workflows and support repeatable business systems. Although it is built for coding and development environments, business owners can use it for practical file-based workflows such as SEO audits, SOP creation, content systems and grant application preparation.

Do I need VS Code to use Claude?

You do not need VS Code for basic Claude chat. You can use Claude in the browser or desktop app. VS Code becomes useful when you want Claude Code to work inside a structured project folder or development-style workspace.

Do I need Node.js for Claude Desktop?

No, you do not need Node.js for standard Claude Desktop chat. Node.js matters if you are installing Claude Code through npm or working with web development tools that rely on Node.

What is the difference between Claude Desktop and Claude Code?

Claude Desktop is the app you install on your computer to use Claude outside the browser. Claude Code is a more advanced project and coding assistant that can work with files, folders, commands and development tools.

Why does Claude Code need a folder?

Claude Code needs a working directory so it knows where your project files are. The folder acts as the workspace. It gives Claude context and a place to read, write and organise outputs.

Can I use Claude Code if I am not a developer?

Yes. You do not need to be a developer to benefit from Claude Code, especially if you use it for structured business workflows. You may need some initial setup help, but once your folders and workflows are clear, Claude Code can support non-technical business tasks such as content systems, documentation and audits.

Is the Claude Chrome extension safe to use?

The Claude Chrome extension can be useful, but you should use it thoughtfully. Only install the official Anthropic extension, supervise important tasks, and be careful when granting access to sensitive websites or business systems.

What are Claude connectors?

Connectors allow Claude to access and work with external tools such as Gmail, Google Calendar, Google Drive and other business apps, depending on what is available and approved. They help Claude move from generic chat into more practical business assistance.

What should I set up first?

Start with Claude Desktop, VS Code, Claude Code and one clean project folder. Then choose one workflow, such as SEO audits or blog production, and build from there. Do not try to automate your whole business on day one.

How can business owners use Claude for automation?

Business owners can use Claude to create repeatable workflows for content creation, email triage, lead research, SOP documentation, grant applications, SEO reviews, website audits and internal process mapping. The key is to give Claude clear context, structured folders and repeatable instructions.

Conclusion

Getting Claude Code, VS Code, Node.js, Chrome, Cowork, connectors and extra cohort tools set up can feel ridiculous at first.

But the point is not to become a tech genius.

The point is to stop wasting your brainpower on repetitive admin, scattered systems and messy workflows.

When your AI tools are installed properly, named properly and connected to clean project folders, they become part of your business operating system.

Not a toy.

Not a trend.

Not another tab you forget exists.

A practical assistant that helps you create, review, organise, document and implement faster.

Start simple.

Set up one folder.

Choose one workflow.

Document the process.

Then repeat.

That is how AI becomes useful.

Not by chasing every new shiny tool, but by building business systems that actually save you time.

If you want help turning your expertise, content, systems and offers into a proper business engine, come and join us inside Legends Lab.

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Hand the repetitive stuff to AI that already knows your contacts, calendar and offers.

  • AI Employees that answer chats, DMs and enquiries 24/7
  • Voice AI receptionist that answers your phone and books calls
  • AI booking bot on your website chat widget
  • AI Studio to build apps and tools by describing them (vibe coding)
  • Ask AI assistant built into your account
  • AI website and funnel builder plus content and image AI
  • Connects to Claude and ChatGPT via MCP, so your AI can work inside Tekmatix

Get found and grow your list

Everything you need to get seen, capture leads and build your audience.

  • Unlimited websites with free hosting and your own domains
  • Unlimited funnels, landing pages, sales pages and opt-ins
  • 100+ ready-made templates for sites and funnels
  • Blogging with unlimited posts
  • Social media planner with auto-posting
  • Forms and quizzes, unlimited
  • Surveys with conditional logicPro
  • Reviews and reputation management, incl. Google Business Profile
  • Link-in-bio pages and QR codes

Nurture and convert

Turn strangers into clients with automated follow-up that never forgets.

  • CRM with unlimited contacts and full client records
  • Unified inbox for email, SMS, Facebook and Instagram DMs
  • Email marketing with automated newsletters
  • SMS and phone, incl. missed-call text back
  • Unlimited workflows and automations
  • Sales pipelines so you see every deal
  • Booking calendars for individuals, teams and groups, with 2-way sync
  • Advanced reporting on ads, calls, courses and lead sourcesPro

Sell and get paid

Take money online, in person and on autopilot. Payments go straight to your Stripe or PayPal.

  • Checkouts with upsells and order bumps
  • Invoicing: one-off, recurring and payment plans
  • Tap to pay on your phone (EFTPOS)
  • Request payments by SMS
  • Products and e-commerce, digital and physical, plus coupons
  • Proposals, quotes and contracts with e-signaturesPro
  • Affiliate program with unlimited affiliatesPro
  • Event management with QR code ticketingPro

Courses, memberships and community

Built especially for course creators, educators and coaches. (It's where I teach my own students.)

  • Unlimited courses and memberships
  • Unlimited students and video hosting
  • Assessments and quizzes inside your courses
  • Student mobile app in your branding
  • Communities and groups, unlimitedPro
  • Course certificatesPro

Run the business

The behind-the-scenes admin, organised and in one place for your whole team.

  • Project management and Kanban boards
  • Task manager with deadlines and tracking
  • Unlimited staff users with permission controls
  • Admin mobile app for Apple and Android
  • Business card scanner
  • Integrations with Zapier, Make, WordPress, Google and more
  • Up to 5 sub-accounts for your other businessesMax
ProIncluded on Pro and Max plansMaxMax plan onlyEverything else is included from Starter up.

Want to see it with your own eyes?

Start a 7-day free trial and a Tekspert will jump on a free set-up call with you.

Who it's for

If you sell your expertise or your services, it's built for you.

Solo operators, growing teams and multi-business owners all run on Tekmatix. Here's where it shines brightest.

01

Coaches, course creators and educators

Your website, sales pages, checkout, courses, membership, community and email, all connected. Tekmatix was made especially for you.

02

Consultants, speakers and experts

Bookings, proposals, contracts, invoices and follow-up that makes you look like a big firm, even if it's just you.

03

Health, allied health and NDIS providers

Online bookings, reminders, reviews and client records for clinics, therapists and practitioners.

04

Tradies and local service businesses

Missed-call text back, quotes, tap to pay and review requests, so you win the job while you're still on the tools.

05

Studios, salons and personal trainers

Class bookings, memberships, payments and reminders that cut the no-shows and the admin.

06

Agencies, associations and multi-business owners

Pipelines, staff permissions, reporting and (on Max) up to 5 sub-accounts to run several brands from one login.

Business ownersCoachesCourse creatorsConsultantsTherapistsNDIS providersMedical and allied healthLegal and financial professionalsTradiesSalonsYoga studiosPersonal trainersPhotographersDesignersMarketing agenciesRecruitersOnline storesEvent organisersChurchesCharitiesBusiness associations

Honest moment: if you only need one simple tool and you're genuinely happy juggling logins, you probably don't need Tekmatix yet. But the minute you're copying leads from one app to another, or paying for five subscriptions that don't talk to each other, it's time.

You're never on your own

Most software gives you a login. We give you a team.

I'm an educator first, so Tekmatix was built education-first. Every plan comes with real humans, real training and real templates to get you up and running fast.

Day one

Free one-on-one set-up call

A Tekspert jumps on a call with you to set up your account and connect your integrations.

24/7

Award-winning live chat

Stuck at 11pm? Real support, any time of day or night.

Every weekday

3 free live training calls

Drop in, share your screen and get your questions answered live.

Included

Starter kit and training library

Ready-made templates and automations, a step-by-step help centre, video tutorials and a free Tekmatix training course.

Rather someone just did it for you?

Teksperts are available by the hour, plus fixed-price done-for-you set-up and migration from your old platforms.

See Tekmatix services →
Plans and pricing

Simple pricing that doesn't punish growth.

Unlimited contacts on Starter and Pro, so your bill doesn't jump every time your list grows. Pay in AUD or USD, monthly or yearly (pay yearly and get a month free).

Starter
$150 AUD / month
or $97 USD / month

Everything you need to market, sell and deliver, in one place.

  • Unlimited contacts, staff users and courses
  • Websites, funnels, CRM, email and bookings
  • Payments, invoicing and tap to pay
  • AI Agents, AI booking bot, AI Studio and Ask AI
  • 24/7 live chat and a free set-up call
Start 7-day free trial
Best for course creators Pro
$230 AUD / month
or $149 USD / month

Everything in Starter, plus the tools to build a community and scale.

  • Communities, groups and course certificates
  • Event management with QR ticketing
  • Your own affiliate program
  • Proposals, contracts and e-signatures
  • Unlimited surveys and advanced reporting
Start 7-day free trial
For multi-business owners Max
$497 AUD / month
or $349 USD / month

Everything in Pro, plus more AI, more accounts and a strategist in your corner.

  • Up to 5 sub-accounts
  • AI Employee Growth plan included: 1,000 AI conversation replies and 100 voice AI minutes a month
  • Monthly 60-minute strategy call with a senior Tekspert
  • Early access to Tekmatix Labs
Book a demo

Just starting out? The Launch plan is $75 AUD ($50 USD) a month for up to 1,000 contacts. No lock-in contracts.

Chat about the Launch plan

Emails, SMS, phone calls and AI usage are pay-as-you-go and billed in USD, so you only pay for what you use. See the full rates at tekmatix.com/rebilling. Prices current as at September 2026. Always check tekmatix.com/pricing for the latest.

Sarah Cordiner teaching a funnel diagram on a whiteboard
280,000+Students taught in 181 countries
A note from the founder

I didn't build software. I built the toolbox I needed.

Founder and CEO, Tekmatix20+ years in businessPostgraduate qualified educator

After 20+ years in business and more than 280,000 students, I kept seeing the same thing. Brilliant people with brilliant expertise, drowning in tech. Paying for ten tools, using two of them, and spending their evenings on YouTube trying to make them talk to each other.

So I put everything a business needs into one platform, then wrapped it in the thing I know best: education and support. Tekmatix runs my own websites, courses, funnels, emails and AI agents every single day. I wouldn't recommend it if I didn't use it.

Sarah x

Want me to teach you how to get the most out of it?

Inside the Legends Lab I show you step by step how to use tech, AI and automation to grow your business, with live calls, workshops and templates you can copy.

Join the Legends Lab
Don't just take my word for it

Non-techie people love their tech again.

Tech is hard for non-techie people, and they really get that and make it fun.
Forging Ahead CoachingFacebook review
Yesterday I felt overwhelmed. Now I feel excited and empowered.
Melanie GleesonGoogle review
I have used a number of top CRM systems. This is up there with the very best.
Peter J CroneyFacebook review
Solved problems I have had for weeks, in 50 minutes. Wonderful.
Nicole TurnbullGoogle review
5.0Google rating, 100+ reviews
98%Recommended on Facebook
1,000+Businesses
30+Countries
The rest of my toolkit

The other tools I use and actually recommend.

Tekmatix is the engine. These are the extras that plug in around it for AI, video, design, content and admin. Tap a category to filter.

Some of these are affiliate links, which means I may earn a small commission at no extra cost to you. Thanks for supporting the brand!

AITop pickClaude CoWorkAI agent for non-developers that works across your files, email and apps to automate tasks on your desktop.Check it out → AITop pickChatGPTAI assistant for content, research, brainstorming and custom GPTs for your team.Check it out → AIGoogle GeminiGoogle's multimodal AI assistant, built into Google Workspace.Check it out → AIGoogle AI StudioTest prompts and build with Google's AI models, free to start.Check it out → AIManusAutonomous AI agent that researches and completes multi-step tasks for you.Check it out → AIGensparkAI search and research engine that builds answers from multiple sources.Check it out → AILovableAI app builder. Describe the web app you want in plain English and it builds it.Check it out → Video and audioTop pickDescriptEdit video and podcasts by editing the transcript. Plus screen recording.Check it out → Video and audioCapCutMobile-friendly video editing for Reels, TikToks and short-form content.Check it out → Video and audioTop pickHeyGenAI avatar videos with your own custom scripts and voice.Check it out → Video and audioElevenLabsRealistic AI voiceovers and voice cloning.Check it out → Video and audioSubmagicAI short-form video editing: auto captions, effects and b-roll.Check it out → Video and audioTop pickStreamYardLivestream and multistream to your socials, webinars and virtual events.Check it out → Video and audioLoomQuick screen recordings for tutorials, SOPs and async updates.Check it out → Video and audioCamtasiaScreen recording and video editing for polished course videos.Check it out → Video and audioPodcast.coPodcast hosting and distribution to all the major platforms.Check it out → Design and contentTop pickCanvaDesign for non-designers: social graphics, slides, marketing material and more.Check it out → Design and contentTop pickGammaAI presentation builder for slides, documents and simple web pages.Check it out → Design and contentEnvato ElementsCommercial-use music, video, b-roll, photos and templates.Check it out → Design and contentCreative FabricaFonts, graphics and design assets for your content.Check it out → Design and contentGoogle WhiskGoogle's AI image tool for generating and remixing images.Check it out → Design and contentAdCreative.aiAI-generated ad creatives for your paid campaigns.Check it out → Design and content1of10Viral content research: find the top-performing ideas in your niche.Check it out → Design and contentSyllabyAI social media strategy with video scripts and content ideas for your niche.Check it out → Design and contentTubeBuddyYouTube channel growth, SEO and optimisation.Check it out → ProductivityTop pickMakeVisual automation to connect your apps and build advanced workflows.Check it out → ProductivityOtter.aiRecords, transcribes and summarises your meetings automatically.Check it out → ProductivityWispr FlowAI voice-to-text. Dictate into any text box on your computer.Check it out → ProductivityGoogle WorkspaceEmail, docs, sheets, calendar and team collaboration.Check it out → ProductivityHunter.ioFind business email addresses for B2B outreach.Check it out → ProductivityStunningRecovers failed Stripe payments automatically.Check it out → Money and adminStripePayment processing. Connects to Tekmatix for courses, products, memberships and payment plans.Check it out → Money and adminPayPalConnects to Tekmatix so customers can pay with PayPal.Check it out → Money and adminXeroAccounting for invoicing, payroll, BAS and tax reporting.Check it out → Money and adminAppSumoLifetime deals on software and business tools.Check it out → Money and adminFiverrFreelancers for one-off design, writing and tech jobs.Check it out → Books and publishingPublisher RocketAmazon KDP keyword and category research for authors.Check it out → Books and publishingBookBoltKDP and low-content book publishing research and design.Check it out → Books and publishingMy gear listThe cameras, mics and lighting I recommend, on Amazon.Check it out →

Wondering where the email, booking, course, funnel and CRM tools are? I don't need them any more. Tekmatix does all of that, so I'd rather you didn't pay for them twice.

See what Tekmatix covers ↑
Questions I get asked

Tech stack FAQs.

Still wondering if Tekmatix is right for you? Here are the straight answers.

What is Tekmatix?

Tekmatix is an all-in-one AI business platform. It brings your website, funnels, CRM, email marketing, bookings, payments, courses, memberships, communities, social media scheduling and AI agents together in one connected account, so everything talks to each other.

Do I need to be techy to use it?

No. Tekmatix was built for non-techie business owners. You get a free set-up call, 24/7 live chat, three free live training calls every weekday, a help centre, video tutorials and ready-made templates to get started.

Is there a free trial?

Yes. The Starter and Pro plans come with a 7-day free trial. The Max plan starts with a demo, so the team can make sure it's the right fit.

Can I pay in Australian dollars?

Yes. You can pay your subscription in AUD or USD. Usage charges for emails, SMS, calls and AI are pay-as-you-go and always billed in USD. See tekmatix.com/rebilling for rates.

Will my price go up as my list grows?

No. Starter and Pro include unlimited contacts, so your plan price doesn't increase as your business grows. You also get unlimited courses, students and staff users.

Can you move me off my current platforms?

Yes. Tekmatix Teksperts offer fixed-price migration and done-for-you set-up services, or can help you integrate the tools you want to keep. See tekmatix.com/services.

Can I run courses, memberships and communities in it?

Yes. Tekmatix was made especially for course creators, educators and coaches. Courses and memberships are included on every plan, and communities and certificates come with Pro and Max.

Which plan should I choose?

Starter suits most service businesses and solo experts. Pro is best if you run courses with a community, events, contracts or an affiliate program. Max is for people running more than one business or who want more AI and a monthly strategy call. Not sure? Book a demo.

Your move, legend

Stop juggling your tech. Start loving it.

One login. One bill. One platform that runs your marketing, sales, courses and AI, with a real team behind you. Try it free for 7 days and see how much simpler business gets.

7-day free trial on Starter and Pro / Free set-up call / Cancel anytime

See you inside. Sarah x

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