Sales · Win the work
From the first hello to the paid invoice
Follow one client all the way through — five steps, and never a second tool.
Win the client
Every prospect on a visual pipeline, scored hot to cold. Connected Gmail and Instagram feed the timeline, and AI drafts the outreach from your own inbox.
Send a quote they approve online
Build an itemized estimate in minutes. Your client reviews it in their own portal, asks a question on the quote itself, and approves in one click.
Get it in writing
Send an e-signable contract from a template. Both sides get a signed PDF, with the IP, timestamp and device captured alongside it.
Turn approved work into money
Convert the quote to an invoice in one click — or put the client on a retainer that bills itself every month.
Let them pay in a tap
They pay by card from the portal, their phone, or a tokenized link with no account at all. In Mexico the CFDI is stamped and the REP follows every payment.
No credit card required.
Web and phone
The work is on the phone.
The board and its lanes, a chain as one card, the drag that reassigns it, a one-tap timer, chat and its links, appointments, files, the expense you photograph and the one you approve — your team does all of it from a phone, and so do you. Your client gets the app too, and still never costs you a seat.
What stays on the desk is what you set up and what you account for: composing an invoice, building a template, writing an automation, the budget and the profitability lenses.
One record, not six copies
Six tools can’t hand the quote to the invoice
A CRM, an e-signature tool, an invoicing tool, a project tracker, a time tracker and a help desk. None of them can make the quote your client approved become the invoice they pay, because it was never the same record. You re-key it. Then you pay six bills on six different days — and not one of them is a place your client can log in.
Category prices are illustrative, competitor-neutral placeholders.
Ready when you are
Organize your team today. Bring in more clients tomorrow.
Set up your workspace in minutes, invite your first client at no seat cost. No credit card.
From now to next.