Scale your agency—without scaling the admin nightmare
Manage clients, projects, and proposals in one system built for creative teams.
- ✓ 14-day free trial
- ✓ Built for agencies
- ✓ No setup fees
Save hours running your business by using powerful tools to keep it organized.
Time tracking
Win new bids with beautiful proposals clients can e-approve.
Forms & CRM
Gather your clients' needs and centralize all the info in your CRM.
Invoices
Crystal clear invoicing for you and your client.
Finance tracking
Stay in control of your time and budget with automated reports.
Client portal
Share documents, updates and more with your clients in real time.
Budget tracking
Track and invoice every billable minute of your team's work.
Complete CRM Feature List
Our comprehensive CRM solution includes the following key features for service businesses:
- Time tracking: Win new bids with beautiful proposals clients can e-approve. (Category: Productivity)
- Forms & CRM: Gather your clients' needs and centralize all the info in your CRM. (Category: Data Management)
- Invoices: Crystal clear invoicing for you and your client. (Category: Financial)
- Finance tracking: Stay in control of your time and budget with automated reports. (Category: Financial)
- Client portal: Share documents, updates and more with your clients in real time. (Category: Communication)
- Budget tracking: Track and invoice every billable minute of your team's work. (Category: Financial)
These features help service professionals streamline their business operations, improve client relationships, and increase productivity through automation and better organization.
Capture leads that actually convert
Turn website visitors and referrals into paying clients with organized lead tracking and qualification.
Key Features
- Lead capture from multiple sources
- Status tracking from first contact to close
- Lead scoring and qualification
- Export and bulk management
Plan projects that stay profitable
Set realistic budgets and deadlines, then track progress to ensure every project delivers value.
Key Features
- Budget planning and tracking
- Deadline management
- Progress monitoring
- Profitability analysis
Keep client relationships organized
Maintain detailed client records and communication history so nothing falls through the cracks.
Key Features
- Complete client profiles
- Communication tracking
- Status management
- Portal access coordination
Create proposals that close deals
Build professional proposals with clear pricing and terms that help prospects say yes.
Key Features
- Professional proposal templates
- Clear pricing presentation
- Status tracking
- Client approval workflow
Track revenue without spreadsheets
Monitor your income, expenses, and profitability with clear financial dashboards and reporting.
Key Features
- Revenue tracking
- Expense management
- Profitability analysis
- Financial reporting
Coordinate schedules seamlessly
Sync with your calendar and coordinate team schedules to ensure nothing gets double-booked.
Key Features
- Calendar integration
- Schedule coordination
- Deadline tracking
- Event management
Get insights that drive decisions
Access clear reports on your business performance to make data-driven decisions about growth.
Key Features
- Performance dashboards
- Revenue analytics
- Client insights
- Growth tracking
Build forms that capture quality leads
Create custom lead capture forms that gather the information you need to qualify prospects effectively.
Key Features
- Custom form builder
- Lead qualification questions
- Automated lead capture
- Response management
Process leads faster than ever
Add new leads quickly with smart categorization and follow up on opportunities before they go cold.
Key Features
- Quick lead entry
- Smart categorization
- Follow-up reminders
- Bulk processing
Complete CRM Capabilities Overview
Our CRM software provides comprehensive solutions for service businesses across multiple key areas:
Capture leads that actually convert
Turn website visitors and referrals into paying clients with organized lead tracking and qualification.
Key Features:
- Lead capture from multiple sources
- Status tracking from first contact to close
- Lead scoring and qualification
- Export and bulk management
"Lead organization helped us double our conversion rate."
- Sarah Chen, Business Owner
Plan projects that stay profitable
Set realistic budgets and deadlines, then track progress to ensure every project delivers value.
Key Features:
- Budget planning and tracking
- Deadline management
- Progress monitoring
- Profitability analysis
"Project planning eliminated our budget overruns."
- Marcus Rodriguez, Project Manager
Keep client relationships organized
Maintain detailed client records and communication history so nothing falls through the cracks.
Key Features:
- Complete client profiles
- Communication tracking
- Status management
- Portal access coordination
"Client organization improved our service quality significantly."
- Emma Thompson, Account Manager
Create proposals that close deals
Build professional proposals with clear pricing and terms that help prospects say yes.
Key Features:
- Professional proposal templates
- Clear pricing presentation
- Status tracking
- Client approval workflow
"Proposal quality increased our close rate dramatically."
- David Kim, Sales Director
Track revenue without spreadsheets
Monitor your income, expenses, and profitability with clear financial dashboards and reporting.
Key Features:
- Revenue tracking
- Expense management
- Profitability analysis
- Financial reporting
"Financial clarity helped us increase profits by 40%."
- Lisa Martinez, Finance Manager
Coordinate schedules seamlessly
Sync with your calendar and coordinate team schedules to ensure nothing gets double-booked.
Key Features:
- Calendar integration
- Schedule coordination
- Deadline tracking
- Event management
"Schedule coordination eliminated our booking conflicts."
- Jordan Walsh, Operations Manager
Get insights that drive decisions
Access clear reports on your business performance to make data-driven decisions about growth.
Key Features:
- Performance dashboards
- Revenue analytics
- Client insights
- Growth tracking
"Business insights helped us focus on our most profitable services."
- Rachel Green, CEO
Build forms that capture quality leads
Create custom lead capture forms that gather the information you need to qualify prospects effectively.
Key Features:
- Custom form builder
- Lead qualification questions
- Automated lead capture
- Response management
"Custom forms improved our lead quality by 60%."
- Tom Anderson, Marketing Manager
Process leads faster than ever
Add new leads quickly with smart categorization and follow up on opportunities before they go cold.
Key Features:
- Quick lead entry
- Smart categorization
- Follow-up reminders
- Bulk processing
"Fast lead processing helped us respond within minutes."
- Maya Patel, Sales Coordinator
These comprehensive CRM features help service businesses improve efficiency, increase client satisfaction, and drive revenue growth through better relationship management and sales process optimization.
Words of praise from others
about our presence.
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 Customer Testimonials
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