Sales pipeline
Move deals from lead to won. Convert opportunities into customers and quotes in one flow.

Sales pipeline, quotes, e-signatures, payments, and books — one workspace for consultants, studios, and agencies who sell expertise.
Built for consultants, creatives, and client-service teams
Won deals never become invoices cleanly — and A/R lives in a spreadsheet you dread opening.
Signed PDFs get lost. Nobody knows if the SOW is approved before work starts.
Notes, threads, and files scatter — so every handoff feels like starting over.
Capture the lead, send the quote, get the signature, collect payment, and keep the books honest — without copy-paste.
Move deals from lead to won. Convert opportunities into customers and quotes in one flow.

Send professional quotes, convert to invoices, and collect card payments online.

Contracts, SOWs, and NDAs with fields, status tracking, and signed copies on the customer.

Cashbook, expenses, and GST/HST-ready reporting that matches how service businesses actually work.


Sales, billing, documents, CRM, accounting — enable what matches how you sell.
Bring contacts in, run the pipeline, and send your next quote from the same place.
Signatures, invoices, and books stay attached to each customer profile.
14-day free trial. No credit card required.
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