Client Management

Manage your clients and create projects to keep everything in one place.

Client Management
Projects

Projects

Create projects for your clients and stay on top of upcoming tasks, completed forms, and deadlines.

Lead Capturing

Lead Capturing

Embed a lead form on your website or create a landing page to capture leads and trigger automated workflows.

Email & Conversation Mode

Email & Conversation Mode

Use your own email address to correspond with your clients. Client emails are automatically tracked within their project, so no need to scroll through your inbox.

Client Portals

Client Portals

Simple, customizable portals allow your clients to access all of their forms, emails, and invoices in one place. Embed a password-protected login page on your website for easy access.

Project Statuses

Project Statuses

Organize your clients and projects into categories, onboarding stages, or any other custom setup.

Project Tags

Project Tags

For further organization, create tags for each of your projects that can be searched for quick access.

Task Boards

Task Boards

Create private boards for you and your team to stay on track, or share public boards with your clients to reach goals together.

Time Tracker

Time Tracker

Keep track of your time spent on a project, or apply billable hours to an invoice.

+