Keep projects on spec & on budget
Track timelines, labor, and costs while automating change orders and billing.
Save hours running your business by using powerful tools to keep it organized.
Client & Lead Management
Unlimited clients and leads with kanban board, list views, and advanced lead scoring to convert prospects into paying clients.
Free trial available
Time Tracking & Timesheets
Track billable hours across projects with detailed timesheets, productivity insights, and automated time reporting.
Free trial available
Invoicing & Payments
Create professional invoices, accept payments, track expenses, and manage recurring billing with automated reminders.
Free trial available
Proposals & Contracts
Build winning proposals with dynamic pricing tables, get e-signatures, and convert proposals to projects seamlessly.
Free trial available
Custom Forms & Capture
Create custom intake forms to capture leads, gather client briefs, and qualify prospects automatically.
Free trial available
Reports & Analytics
Comprehensive financial reports, project performance metrics, client profitability analysis, and custom dashboards.
Free trial available
Complete Business Management Platform Features
Growlio provides a comprehensive business management solution with these key features for agencies, consultants, and freelancers:
- Client & Lead Management: Unlimited clients and leads with kanban board, list views, and advanced lead scoring to convert prospects into paying clients. (Category: CRM)
- Time Tracking & Timesheets: Track billable hours across projects with detailed timesheets, productivity insights, and automated time reporting. (Category: Productivity)
- Invoicing & Payments: Create professional invoices, accept payments, track expenses, and manage recurring billing with automated reminders. (Category: Financial)
- Proposals & Contracts: Build winning proposals with dynamic pricing tables, get e-signatures, and convert proposals to projects seamlessly. (Category: Sales)
- Custom Forms & Capture: Create custom intake forms to capture leads, gather client briefs, and qualify prospects automatically. (Category: Lead Generation)
- Reports & Analytics: Comprehensive financial reports, project performance metrics, client profitability analysis, and custom dashboards. (Category: Analytics)
Additional capabilities include Google Calendar integration, Zoho Books sync, team collaboration tools, custom branding, advanced scheduling, expense tracking, multi-currency support, and priority customer support. These features help service professionals streamline operations, improve client relationships, increase productivity through automation, and grow their business efficiently.
Platform Overview
One platform,
service business simplified
Stop juggling multiple business management tools. Manage your clients, projects, invoicing software, and growth in one powerful small business platform designed for service professionals and consultants.
Operational Excellence
75% faster client workflows
From lead capture to project delivery, streamline your entire client lifecycle with automated workflows and unified data.
5 min
Setup time
24/7
Client access
Subscription Consolidation
8 subscriptions
replaced by one
Lead Management
Invoicing & Payments
Calendar Scheduling
Proposal Builder
Project Management
Time Tracking
Expense Tracking
Subscription Consolidation
Cancel these business software subscriptions
Get all their business management features in growlio
Monthly Business Software Savings
$184/mo
$16/mo
Save $168/month on business management software with growlio Pro
91% cost reduction
Everything you need to run your business
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.
Start free today
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.
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.
Frequently Asked Questions
Get answers to common questions about growlio's
CRM features and capabilities.
Yes. Create proposals and contracts with clear pricing and track client acceptance in one place. (E-signature is coming soon.)
Yes. Add a deposit on acceptance and schedule milestone invoices from the project plan.
Yes. Use custom intake forms to capture briefs and qualify new leads automatically.
Yes—Google Calendar is supported so you can schedule work and avoid conflicts.
Yes—there's a free trial so you can evaluate all features before upgrading.
Yes. Add teammates, assign work, and manage basic permissions for client-facing tasks.
You can request deposits, set invoice schedules, and keep proposals/contracts and billing in the same flow—fewer delays, less back-and-forth.
Yes. You can export client and project data you've entered into the system.