A CRM for leads, deals, proposals and invoices
Website forms add leads, and you drag deals across a board. Clients sign proposals online and pay by card through Stripe.
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Track every deal on a board with your own stages
New inquiries arrive as leads. Turn the good ones into deals and drag them through your stages. Each deal shows what it's worth and its next task. Home shows this week's leads against last week's, your tasks due, open deals and what you're owed.
Send a proposal for a big job and an invoice for a small one
The AI writes each proposal from your brand notes, using your services, photos and prices. You read it before it goes out. Add your reviews, case studies or team to a proposal. The client signs by typing their name, and a Pay now button takes the deposit through your Stripe.
See every visit and job on a calendar by person
Bookings from the website show up beside the ones your team adds. Set everyone's hours and time off, and sync their Google or Microsoft calendars.
Plan longer projects on the Work Board
Clients accept quotes online and pay invoices by card
Add the line items and tax, and send a link the client can accept. Stripe emails the invoice from your account. If someone pays cash or by check, mark it paid.
A morning email lists each person's tasks
It shows who opened a proposal without signing and how many new leads came in.
A booking on the website is already in the CRM
The website and the CRM share one database.
Explore WebsiteImport your contacts from a spreadsheet
Attach your spreadsheet in chat. The import never adds anyone twice.