How it works

From first hello to final payment

Four steps that replace a stack of disconnected tools.

  1. 01

    Import clients and deals

  2. 02

    Pick automation templates

  3. 03

    Send proposals clients sign online

  4. 04

    Invoice and get paid automatically

Made for how you work

Creative agencies

Track retainers, approvals and project profitability per client.

Consultants

Proposals to signed contract to invoice in one flow.

Home services

Quotes on-site, automatic reminders, payment on completion.

Clinics & studios

Bookings, follow-ups and recurring billing handled for you.

Spend less time on admin. More on clients.

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