Complete platform features
Manage all your clients in one place
Track client information, communication history, and projects. Store contact details, company info, and custom notes. Never lose track of a client relationship again.
Convert leads into clients faster
Visual kanban board to track leads from first contact to signed contract. Assign leads to team members, set follow-up reminders, and never miss an opportunity.
Deliver projects on time, every time
Organize work with unlimited projects, tasks, and subtasks. Track progress, set deadlines, and collaborate with your team. Stay on top of every deliverable.
Track time and maximize profitability
Log billable hours with one click. Track time per project, task, or client. Generate detailed timesheets and ensure accurate billing for every minute worked.
Win more work with stunning proposals
Build professional proposals with drag-and-drop builder. Add services, pricing tables, terms, and e-signatures. Track views and get notified when clients open your proposal.
Secure every deal with contracts
Create binding contracts with e-signature support. Use templates or build custom agreements. Track contract status and get notified when clients sign.
Get paid faster with professional invoices
Create beautiful, branded invoices in seconds. Send directly to clients, track payment status, and get paid via Stripe. Automated reminders for overdue invoices.
Make data-driven decisions
Comprehensive dashboards showing revenue, profitability, project status, and team utilization. Export reports or schedule automated delivery to your inbox.
Collect information with custom forms
Build forms for any purpose - intake questionnaires, contact forms, feedback surveys, or lead capture. Embed anywhere, style to match your brand, and collect responses automatically.
Let clients book time with you
Share your availability, let clients book meetings instantly. Syncs with Google Calendar, sends automatic confirmations and reminders. No more email ping-pong.
Track every business expense
Log expenses, attach receipts, categorize spending. Track what you spend per project or client. Generate expense reports for tax time or reimbursements.