From a new inquiry to a clear next step.
A simple workflow for freelancers, consultants and small studios. Start with the demo, then sign in to save your own clients.
Add a client
Open Clients and choose Add client. Enter the company, contact and request. Add a budget if you know it, choose a stage and save. Import an existing contact list as CSV from Settings.
Prepare a reply or proposal
Select the client. Personalise a reply template, then copy the message or open your email app. In Proposal, enter the scope, fee and terms, save your changes and download a PDF. Add your business details in Settings before sharing it.
Plan the next contact
Set a follow-up date and save. Follow-ups shows due and upcoming contacts. After a call or meeting, record what happened in Activity and choose the next date.
Know what happens automatically
Your signed-in workspace saves when you press Save. Replies are sent by you from your email app. Follow-up dates appear in the workspace; calendar export is a file you import, rather than a live calendar connection. Proposals can be shared as PDFs or private links. Clients can accept, decline and exchange messages on a private link; these decisions are not electronic signatures. Payments for your client projects are arranged directly with the client, not collected through these proposals.
Optional tools, without a crowded workspace
Open Tools for pipelines, custom fields, service catalogs, rules, bulk actions, reports, meeting slots and team access. Client cards contain documents, payment schedules, costs and time. Changes to client tools are saved with Save client; workspace configuration has its own Save configuration button.
Read workflow guides and use the profit calculator
Keep a copy of your work
In Settings, save or discard your drafts before downloading a Full backup. CSV contains contacts; the full JSON backup also contains proposals, activity, templates and settings. Restore backup replaces the current workspace, so keep a recent copy first.
Demo changes reset on reload. Your own saved workspace requires Google or ChatGPT sign-in.