Simple Client Intake Form

​This dashboard gives you a comprehensive overview of your clients, projects, tasks, and upcoming deadlines. Additionally, the Google-integrated calendar offers a unified view of your availability and meetings. The To-Do section highlights upcoming tasks for clients, all accessible within the dashboard. 

Our client portal provides a branded space to capture all client details in a single, smart profile. Clients can securely access the portal to schedule meetings, collaborate, share documents, check project status, and contact you.

​Manage multiple contacts per client, including role, details, and relationship tracking, in a single database, enabling your team to engage and follow up effectively. 

Visual sales pipeline that helps you track from first conversation to closure. By connecting deals with your clients/contacts, our platform provides visibility into the sales cycle and enables you to automate tasks and manage pricing. 

Streamline your catalog setup and once and use it once across all channels with our built-in product management software. Add products and pricing, and connect deals, proposals, and invoices for a seamless billing experience.​​

Stay on top of meetings, deadlines, and follow-ups with built-in calendar management software. The platform provides a clean monthly view that users can use to schedule events, sync with Google Calendar, and share availability.      

Create projects and break them down into actionable tasks. Assign team members and track progress in real time to gain visibility into active projects, upcoming priorities, and your team’s focus. With this powerful project management feature, you will keep your roadmap strategically aligned for success.

Track hours across projects and clients effortlessly! Monitor logged hours for each team member, check monthly totals, and identify profitable tasks for accurate invoicing and fair compensation.

With legally binding contracts, digital signatures, version controls, and instant notifications, you will convert prospects from “may be” to “yes” in record time. Our contract management software allows you to build contracts seamlessly and save them as templates for future use.

 Create professional proposals that close deals with our built-in proposal software. Use templates to speed up your sales process. Monitor proposal status and manage contract versions in a centralized location. ​

Get paid faster with professional invoices and instant online payments. Our platform allows you to send recurring invoices, track payments, and overall revenue per client.

Simplify onboarding by sending structured forms to gather essential client information before the project begins and eliminate endless email exchanges. Use your custom onboarding form to streamline your workflow and ensure a seamless and professional experience.