Lead→
Proposal→
Project→
Paid
Proposals & Approvals
Scope the work, send it, and let clients approve before it becomes a project.
Client Portal
Clients see their own projects, files, proposals, and invoices in one place.
Invoicing & Payments
Quotations become invoices. Get paid online with Stripe, or set up recurring billing.
Time Tracking
Start a timer on a task and it logs straight to the project, no spreadsheets.
Team & Project Roles
Every project can have its own lead who manages members and settings.
Documents & Files
Share files per project or proposal, with a full history of who did what.
Meetings
Propose a time right on a proposal, and the other side accepts or declines.
Leads & Booking
Public intake forms and booking pages that feed straight into your pipeline.