🏢 Agencies

One place for every client, every deal.

Manage client leads, send proposals, and track deals from first contact to signed contract.

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✓ 14-day free trial ✓ No credit card ✓ Running in 5 minutes
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One price per plan
A 5-person team pays $290/yr flat. Competitors charge that per seat.
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Set up in minutes
No training, no consultant. Add a lead, set a reminder, done.

Sound familiar?

Leads come from referrals, your website, LinkedIn. You track them in a spreadsheet, forget who you pitched last week. A $20k project goes to the agency that followed up first.

  • Proposals scattered across email, Slack, and Google Docs
  • No idea which prospects are waiting on proposals
  • Forgot to follow up — lost the deal
📅

Job scheduling

Create jobs, assign to your team member, and track every job to completion.

Time tracking

Log billable hours per job. One click converts time entries to an invoice line item.

📄

Expense tracking

Track materials and costs per job for accurate profitability on every project.

One place for leads, proposals, and clients

Add a lead. Send a proposal. Win the deal. Invoice. Get paid.

📋

All leads in one list

Website form, referral, LinkedIn — add them all to one searchable list.

💰

Send proposals fast

Professional branded proposals. Scope, pricing, timeline. Email to the prospect.

📄

Convert to invoice

Won the project? One click converts your proposal to an invoice. No retyping.

🔔

Follow-up reminders

Daily email: "These leads need a call today." Never lose a deal to forgetfulness.

📊

See your pipeline

New → Pitched → Won → Invoiced. Know where every prospect stands.

👥

Assign to team members

Assign leads to your account managers. See who owns what.

Start Your Free Trial

Set up in 5 minutes. Send your first proposal today.

How it works

1

Add your leads

Type in the company and contact. Or import a CSV. Takes 30 seconds.

2

Send a proposal

Build a branded proposal with line items. Email it to the prospect. Track when they open it.

3

Win the project, invoice

One click converts your proposal to an invoice. Send it. Mark paid when you collect.

Simple pricing. No per-project fees.

Unlimited proposals and invoices on all plans.

Solo

1 user · 100 leads

$99.99 /year

or $9.99/month

  • Lead tracking + pipeline
  • Proposals + invoicing
  • Daily follow-up reminders
  • Communication log
Start Free Trial

Pro

Up to 25 users + leads

$790 /year

or $79/month

  • Everything in Starter
  • Automated outreach
  • Lead scoring
  • Priority support
Start Free Trial

One flat price per plan. Cancel anytime.

✓ All plans include lead tracking, quotes, invoices, and reminders. Pick the plan that fits your team size.

Built for agencies, not enterprise sales teams

We cut the features agencies never use. No complex automations, no support ticket systems, no enterprise workflows. Just leads, proposals, invoices, and follow-ups.

Proposal to invoice in one click

Most tools make you re-enter everything when it's time to invoice. We just convert it. Same line items, same client info, zero retyping.

Start Your Free Trial

Send your first proposal in 10 minutes.