Demo
In just a few minutes you can:
Dashboard
Revenue, proposals, and payments on one screen — plus next actions so you know what to do today.
Welcome back, Alex
Monthly Retainer Revenue
$12,400
From 4 active retainers
Proposals
6
$48,200 total value
Payments Collected
$8,150
This month
Next actions
Projects pipeline
Move work from Lead through Discovery, Proposal, Active, and Complete — just like your real consulting flow.
5 projects · $62,400 pipeline value
Website audit
$12,000 · Due Apr 12
Strategy call
$12,000 · Due Apr 12
Ops review
$12,000 · Due Apr 12
Q2 retainer
$12,000 · Due Apr 12
Workshop
$12,000 · Due Apr 12
Advisory — Acme
$12,000 · Due Apr 12
Clients & prospects
Search, filter, and manage contacts with company details, tags, and lifetime value — built for consultants, not sales quotas.
Manage your client relationships
Proposals
Create from templates, send for e-signature, and see status at a glance — draft, sent, viewed, signed, and paid.
Create, send, and track proposals
Q2 Advisory Retainer
Acme Advisory
Discovery Workshop
Summit Partners
Operations Review
Northbridge LLC
No credit card required
