Features
Everything your agency runs on, in one place.
Each tool shares the same clients, projects and people, so a lead becomes a proposal, an agreement, a project and an invoice without typing anything twice.
CRM
Every enquiry lands in one pipeline, with an owner, a next step and a reminder when it goes quiet. When a deal is won, it becomes a client and a project in one click.
Explore crmProposals
Build a proposal that looks like your agency, priced from your team’s real hours. Send it as a link, see when it’s opened, and let the client accept online.
Explore proposalsAgreements
Turn the accepted proposal into an agreement with scope, fees and a payment schedule. Your client signs in the browser, you countersign, and a certificate records who signed and when.
Explore agreementsProjects & time
Fixed-scope projects and retainers, with milestones, boards and one-click timers. Every hour lands on the right project, task and client, ready to review and bill.
Explore projects & timeClient portal
Clients follow progress, approve work, sign agreements, pay invoices and raise tickets in a portal with your logo and colors. They sign in with a code, so there’s no password to forget.
Explore client portalInvoicing
Invoices come from the agreement’s payment schedule or from tracked time, go out with your numbering and payment details, and late payers are reminded for you.
Explore invoicingBring your team
into one place.
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