Stop juggling multiple tools. Manage your clients, projects, invoicing, and growth in one powerful platform designed for service professionals.
Manage comprehensive client profiles, track leads, and maintain seamless communication with your clients. Keep all client information organized and accessible in one central hub.
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Manage comprehensive client profiles, track leads, and maintain seamless communication with your clients. Keep all client information organized and accessible in one central hub.
From planning to execution, manage projects with powerful tools for task tracking, timeline management, and team collaboration. Deliver projects on time and within budget.
Integrated invoicing, expense tracking, and comprehensive financial reporting give you complete visibility over your business finances. Get paid faster and track every dollar.
Create professional proposals, manage contracts, and gain insights through detailed analytics and reporting. Make data-driven decisions to scale your business.
Collaborative workspaces with role-based permissions and seamless communication features. Keep your team aligned and productive across all projects.
COMPREHENSIVE FINANCIAL MANAGEMENT
Streamline your business finances with our all-in-one platform. From invoice management and expense tracking to comprehensive financial reporting, manage every aspect of your business finances in one place.
Invoice
John Doe
123 Maple Street
Anytown, CA 90210
Acme Corp
456 Oak Avenue
Metropolis, NY 10001
Invoice #1721
July 14, 2024
Due: Sep 14, 2024
Description
Qty
Price
Web Design Services
1
$300.00
Subtotal
$300.00
Total
$300.00
Thank you
Create, send, and track professional invoices with automated status updates. Monitor payment history, export data, and manage client relationships all in one streamlined dashboard.
Track business expenses across multiple categories with approval workflows. Real-time expense monitoring, receipt management, and automated categorization for better financial control.
Balance Statistics
$85,211.00
This Month
$12,480.00
Last Month
$9,650.00
Updated today
Get deep insights into your business performance with detailed financial reports. Track revenue trends, expense patterns, cash flow analysis, and export comprehensive financial data.
PROFESSIONAL PROPOSAL MANAGEMENT
Create professional proposals that convert. From customizable templates to performance analytics, our proposal management system helps you win more clients and grow your business faster.
E-commerce Website
For TechStart Solutions
Complete e-commerce solution with custom design, payment integration, and mobile optimization.
TIMELINE
8-10 weeks
BUDGET
$12,500
Sent Nov 15 • Expires Dec 15, 2024
Create stunning proposals with pre-built templates for web design, consulting, marketing, and more. Customize branding, add detailed service descriptions, and send professional proposals that win clients.
Select a template to get started quickly
Web Design
$7,500 avg
Consulting
$5,200 avg
Marketing
$3,800 avg
Software Dev
$15,200 avg
Most Popular
Web Design
Avg. Win Rate
84%
Access 20+ professionally designed proposal templates for every industry. From software development to marketing campaigns, choose from templates that save time and ensure consistency.
PROPOSAL PIPELINE
Status Management
Track proposal lifecycle
Website Redesign
Acme Corp • $8,500
Mobile App
StartupXYZ • $15,000
E-commerce Store
RetailCo • $12,000
Win Rate
73%
Avg. Value
$11,800
3 active proposals • Updated 5 min ago
Keep track of all your proposals in one organized dashboard. Monitor status changes, view proposal values, and manage your sales pipeline efficiently to never miss a follow-up opportunity.
SMART LEAD GENERATION
Create beautiful lead capture forms in minutes. Our platform helps your business manage lead generation and conversion efficiently with powerful form building and tracking tools.
FORM BUILDER
Lead Capture Form
Drag & drop interface
4 fields • Auto-save enabled
Create professional lead capture forms in minutes with our intuitive builder. Add text fields, dropdowns, file uploads, and more. No coding required - just drag, drop, and customize.
FORM SHARING
Marketing Form
Ready to share
Views
1,247
Conversion
34%
Form published • Active
Share your forms anywhere with custom URLs, QR codes, or embed them directly on your website. Track form performance and monitor conversion rates across all channels.
LEAD TRACKING
Recent Submissions
Real-time updates
Sarah Johnson
Web Design Inquiry
sarah@company.com
Mike Chen
Marketing Services
mike@startup.com
Lisa Wong
Consulting Request
lisa@business.co
Today
8 leads
This Week
24 leads
Auto-refresh enabled
Get instant notifications when someone submits your form. Track lead sources, manage follow-ups, and convert prospects into clients with automated workflows and CRM integration.
CALENDAR & SCHEDULING
Manage your time efficiently with our integrated calendar system. From Google Calendar sync to client booking capabilities, keep your schedule organized and accessible to the right people.
CALENDAR OVERVIEW
December 2024
Projects & events
Client Meeting
Today 2:00 PM
Project Deadline
Dec 18
Synced 2 min ago
See all your appointments, deadlines, and events in one beautiful calendar interface. Switch between day, week, and month views to manage your schedule exactly how you prefer.
GOOGLE CALENDAR
Integration Setup
john@company.com
• 3 events synced from Google Calendar
• 2 project deadlines added to calendar
• Invoice due dates synchronized
Events
24
This Week
6
Last sync: 2 minutes ago
Seamlessly sync with Google Calendar to keep all your appointments in perfect harmony. Two-way sync ensures changes made anywhere are reflected everywhere, automatically.
CLIENT BOOKING
Available Times
Share your calendar
• Sarah J. - Dec 14, 10:00 AM
• Mike C. - Dec 12, 3:00 PM
• Lisa W. - Dec 10, 1:00 PM
3 bookings this week
Enable clients to book appointments directly through your custom booking page. Set availability windows, buffer times, and automatically send confirmation emails to streamline your scheduling.
All our client notes are finally in one place. No more digging through inboxes.
Invoices go out in two clicks and my Friday afternoons are mine again.
The calendar tells me what's coming up this week so nothing slips.
We tossed four spreadsheets overnight and nobody misses them.
Drafted a proposal during a call, sent it, and they signed before lunch.
The dashboard shows cash in and cash out at a glance. Simple as that.
Logging expenses takes seconds and my books actually balance now.
Team tasks finally live next to the project, not in another tool.
Pulling a monthly report used to scare me. Now it's a button.
Lead forms drop prospects straight into the pipeline. Zero copy-paste.
All our client notes are finally in one place. No more digging through inboxes.
Invoices go out in two clicks and my Friday afternoons are mine again.
The calendar tells me what's coming up this week so nothing slips.
We tossed four spreadsheets overnight and nobody misses them.
Drafted a proposal during a call, sent it, and they signed before lunch.
The dashboard shows cash in and cash out at a glance. Simple as that.
Logging expenses takes seconds and my books actually balance now.
Team tasks finally live next to the project, not in another tool.
Pulling a monthly report used to scare me. Now it's a button.
Lead forms drop prospects straight into the pipeline. Zero copy-paste.
All our client notes are finally in one place. No more digging through inboxes.
Invoices go out in two clicks and my Friday afternoons are mine again.
The calendar tells me what's coming up this week so nothing slips.
We tossed four spreadsheets overnight and nobody misses them.
Drafted a proposal during a call, sent it, and they signed before lunch.
The dashboard shows cash in and cash out at a glance. Simple as that.
Logging expenses takes seconds and my books actually balance now.
Team tasks finally live next to the project, not in another tool.
Pulling a monthly report used to scare me. Now it's a button.
Lead forms drop prospects straight into the pipeline. Zero copy-paste.
All our client notes are finally in one place. No more digging through inboxes.
Invoices go out in two clicks and my Friday afternoons are mine again.
The calendar tells me what's coming up this week so nothing slips.
We tossed four spreadsheets overnight and nobody misses them.
Drafted a proposal during a call, sent it, and they signed before lunch.
The dashboard shows cash in and cash out at a glance. Simple as that.
Logging expenses takes seconds and my books actually balance now.
Team tasks finally live next to the project, not in another tool.
Pulling a monthly report used to scare me. Now it's a button.
Lead forms drop prospects straight into the pipeline. Zero copy-paste.
Changing a client status is one click. The team sees it instantly.
Sending a contract used to be messy. Now it's part of my workflow.
The overdue-invoice reminders keep me from chasing money late.
One subscription replaced four apps and a pile of Zapier hacks.
Pricing out services is easy with the catalogue. No more guessing.
I can switch between my two companies without logging out.
The app nudged me about an overdue invoice before the client did.
Bank transactions sync overnight. Reconciliation is just clicking match.
A proposal got signed while we were still on Zoom. Clients love it.
Added a new client from my phone while walking to a meeting. Done.
Changing a client status is one click. The team sees it instantly.
Sending a contract used to be messy. Now it's part of my workflow.
The overdue-invoice reminders keep me from chasing money late.
One subscription replaced four apps and a pile of Zapier hacks.
Pricing out services is easy with the catalogue. No more guessing.
I can switch between my two companies without logging out.
The app nudged me about an overdue invoice before the client did.
Bank transactions sync overnight. Reconciliation is just clicking match.
A proposal got signed while we were still on Zoom. Clients love it.
Added a new client from my phone while walking to a meeting. Done.
Changing a client status is one click. The team sees it instantly.
Sending a contract used to be messy. Now it's part of my workflow.
The overdue-invoice reminders keep me from chasing money late.
One subscription replaced four apps and a pile of Zapier hacks.
Pricing out services is easy with the catalogue. No more guessing.
I can switch between my two companies without logging out.
The app nudged me about an overdue invoice before the client did.
Bank transactions sync overnight. Reconciliation is just clicking match.
A proposal got signed while we were still on Zoom. Clients love it.
Added a new client from my phone while walking to a meeting. Done.
Changing a client status is one click. The team sees it instantly.
Sending a contract used to be messy. Now it's part of my workflow.
The overdue-invoice reminders keep me from chasing money late.
One subscription replaced four apps and a pile of Zapier hacks.
Pricing out services is easy with the catalogue. No more guessing.
I can switch between my two companies without logging out.
The app nudged me about an overdue invoice before the client did.
Bank transactions sync overnight. Reconciliation is just clicking match.
A proposal got signed while we were still on Zoom. Clients love it.
Added a new client from my phone while walking to a meeting. Done.
All our client notes are finally in one place. No more digging through inboxes.
Emma, Freelance Designer
Invoices go out in two clicks and my Friday afternoons are mine again.
Luis, Founder, 6-person studio
The calendar tells me what's coming up this week so nothing slips.
Maya, Consultant
We tossed four spreadsheets overnight and nobody misses them.
Noah, Startup COO
Drafted a proposal during a call, sent it, and they signed before lunch.
Ava, Project Manager
The dashboard shows cash in and cash out at a glance. Simple as that.
Jon, Product Lead
Logging expenses takes seconds and my books actually balance now.
Zoe, Bookkeeper
Team tasks finally live next to the project, not in another tool.
Kai, Agency PM
Pulling a monthly report used to scare me. Now it's a button.
Priya, Accountant
Lead forms drop prospects straight into the pipeline. Zero copy-paste.
Theo, Small Biz Owner
Changing a client status is one click. The team sees it instantly.
Elise, Marketing Coordinator
Sending a contract used to be messy. Now it's part of my workflow.
Marco, Event Planner
The overdue-invoice reminders keep me from chasing money late.
Hana, Operations Manager
One subscription replaced four apps and a pile of Zapier hacks.
Sam, Freelance Developer
Pricing out services is easy with the catalogue. No more guessing.
Riley, Agency Designer
I can switch between my two companies without logging out.
Anya, Founder
The app nudged me about an overdue invoice before the client did.
Gabe, Project Coordinator
Bank transactions sync overnight. Reconciliation is just clicking match.
Nina, Finance Lead
A proposal got signed while we were still on Zoom. Clients love it.
Leo, Sales Consultant
Added a new client from my phone while walking to a meeting. Done.
Yukio, Entrepreneur
Free plan available
Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.