Every part of the work, screen by screen.

Leads arrive from your website and your booking page. Proposals are built from your packages and signed online; a signed proposal wins the deal and creates the client.

• Pipeline with stages, follow-up reminders and a timeline per lead
• Booking page for discovery calls that hides busy times from your calendar
• Proposals in the client’s language, signed online with automatic follow-ups
• Service agreements and NDAs filled on your own PDF templates
• Insights on where your clients come from

Each service has its own onboarding form. The client fills it in step by step, uploads files and adds their team, and your team is told when it is done.

• A form per service, edited in Settings
• Steps, review and send, with files and people
• Accounts shared through a password manager, never stored
• A welcome card with the team, the first week and the kick-off call

Every project starts from its package: phases, milestones, payment schedule and revision rounds. Your delivery playbook adds the tasks for each step.

• Task board with a panel to edit details, person, dates and comments
• Approvals with revision rounds, also from the email, in one click
• Internal by default: clients see only what you share
• Files with pinned notes on images and PDFs
• Delivery playbooks per package, applied to every new project

Clients see their timeline, what is waiting on them, the latest updates and their files, on the web or as an app on their phone.

• Timeline of milestones and what comes next
• Previews and walkthrough videos on each milestone
• Meeting recaps and weekly updates your team approves first
• Handover with files, accesses and the launch page

A client asks for a change, your manager quotes it, the client approves it. The task, the new deadline and the invoice line follow on their own.

• Request, quote, approve or decline
• Approved changes create a task and move the due date
• The amount lands on the project’s draft invoice
• Prices visible only to the people allowed to see them

Care plans set the first-reply time and the hours included each month. The clock counts your business days and hours.

• Tickets with internal notes hidden from clients
• First-reply deadline per plan, on your working hours
• Hours used this month against the plan
• Website monitoring, SSL and domain alerts

Tasks, approvals, support requests and follow-ups across all projects, with the week’s hours against each person’s capacity.

• One running timer per person, and a timesheet
• Team workload from task estimates
• Profit per project, for finance only
• Global search with Ctrl/⌘ + K

A monthly report per client is drafted from the work done. Clients rate each milestone, and approved testimonials become case studies for your website.

• Monthly client reports, reviewed before sending
• A one-question check-in after each approved milestone
• Testimonials with publishing consent
• Case studies drafted from finished projects

Your handbook in three languages, with checklists and self-checks per role, and a view of who has finished their onboarding.

• Pages per role and language
• Checklists and quizzes graded in the system
• Progress per person for managers
• Live blocks that show your packages and plans