One record from the first call to the last invoice.
A won deal becomes a proposal. A signature becomes an agreement and an invoice. The company becomes the client the team tracks time against. Nothing is re-keyed, so the numbers agree.
CRM
Pipeline, contacts, sequences, forms and booking links, with Gmail and Google Calendar on every deal.
Add proposals and a won deal becomes a signed agreement and a first invoice without leaving the record.
Time tracking
Timers, plain-language entry, weekly sheets, approvals, locked periods, utilization by person and retainer pacing by department.
Add invoicing and approved hours become invoice lines for hourly clients and usage statements for retainer clients.
Invoicing
Retainer, overage, hourly and pass-through billing, pay links, receipts, reminders and a bookkeeper workflow into QuickBooks.
Add time tracking and hourly invoices pull from approved entries. Delete a line and the entries return to unbilled.
Proposals
Packages, scope tables, clause-based agreements, e-signature with no per-envelope fee, share links and templates.
Add the CRM and every proposal starts from the deal's value and term. Invoicing is in every plan, so the first invoice is created at signature.
Client reporting
Coverage, SEO, social and KPI reports with automatic refreshes, scheduled delivery and a client portal.
Add time tracking and the client sees retainer usage next to results, in the same portal.
Profitability
Reads hours from time tracking and revenue from invoicing, which every plan includes, so it works the day it is turned on.
Add the CRM and each client's margin sits beside the deal that sold it. Renewal pricing starts from evidence.
Who sees what
One role model across every page, API and integration. Hours for the team, budgets for the leads, cost for admins only.
| Role | Sees | Never sees |
|---|---|---|
| Member | Their own hours and utilization | Rates, revenue, cost |
| Manager | Team hours, approvals | Rates, revenue, cost |
| Account manager | Budgets, retainer pacing, revenue, invoices | Cost, salary, margin |
| Director | Department budgets and revenue | Cost, salary, margin |
| Admin | Everything, including cost and margin | n/a |
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