Run the pipeline, price the work, send a proposal the client signs on screen, and turn the signature into an onboarded client and an invoice.
Drag deals across stages. Open one to log a call, send an email, create a task, or mark it won or lost. Filter by pipeline and owner. Leads live in their own table with status and search.
An agenda of today's appointments, a leaderboard, and charts for call volume, time of day and breadth of outreach per rep. Before a call, open a workspace for the prospect with everything you know.
| Rep | Calls | Meetings | Won |
|---|---|---|---|
| Jess M. | 84 | 19 | 4 |
| Arjun K. | 71 | 15 | 3 |
| Sam R. | 52 | 11 | 2 |
A calculator built from your own pricing rules. Pick pages, features and integrations, get a total, then share a link or generate a PDF.
Build from reusable sections and service templates with tiers, add-ons and contract terms. Publish a link, see when it's opened, extend validity, and capture the signature on screen. Accepted proposals create the client in one click, ready for the onboarding link.
Draft invoices with line items, tax rates and due-date presets, or import unbilled time from timesheets. Record payments, mark sent, and keep an audit history. Stripe customers are matched to clients automatically.
| No. | Client | Total | Status |
|---|---|---|---|
| INV-1048 | Harbour Dental | $2,400.00 | Paid |
| INV-1047 | Summit Legal | $1,800.00 | Overdue |
| INV-1046 | Oakline Physio | $3,150.00 | Sent |
| INV-1045 | Ember Coffee | $8,950.00 | Draft |
Commission settings, vesting and clawback alerts when a client churns early. Churn risk shows on the portfolio.
Sales performance over time, by rep and by pipeline.
Service templates, base prices and currencies, so every proposal starts consistent.
Tasks, milestones, capacity, timesheets
Explore →Keywords, ideas, writing, approvals, calendar
Explore →Email ingestion, rules, AI task creation
Explore →Client hub, onboarding, access, portal
Explore →Reports, BI, portfolio, presentations
Explore →One link for client Google platform access
Explore →Tell us a little about your agency and we'll book a 30-minute walkthrough with your own clients in mind.
Your request is in. Expect a reply within one business day with a few times to pick from.