How it works · From client to payment
Every step keeps the same information: capture the lead, follow the opportunity, send the proposal, organize the work, invoice, collect payment, and support the client without starting over.
A form, or somebody on the team, creates the client page: their contacts, their notes, their files and their reminders in one place. Nobody has to go hunting for it in email.
Estudio Norte
Client · created today
The services you already sell become a proposal with its line items, its totals and its dates. The client gets it in their own space and decides right there.
Proposal — Website redesign
SentWhen the client accepts, your team creates a project from the approved scope. Add tasks, owners, dates, time, and requests—all linked to the same client. Projects are created by a person, not automatically.
Project — Website redesign
In progressIn progress
T-1058
Template design · 3/8
Completed
T-1056
Content plan and structure
6 open · 1 done 1 open ticket
You can turn an accepted proposal into a draft invoice with the same line items, or invoice hours recorded on a project. Payments and billable expenses remain connected to the client.
Invoice #1042
PaidInvoicing report · admin view
The dashboard, reminders, and client space show what comes next: a renewal, an open request, or a new proposal. The Assistant can prepare the next step, and the team's knowledge remains available for the next project.
On the proposal board, each card shows the client, value, and current status.
Animation of the proposal board: the counters for sent and accepted, and a board where a sent proposal gets accepted while another comes in as a draft.
1
It stays available under the same client through the sale, the work, the invoice and the support.
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All information stays connected to the same client, and every stage begins with the history available.
Anything the Assistant prepares that has consequences sits waiting for a person to look at it.
Use your own figures to calculate the annual value of won deals, each win-rate point, opportunities with no next step, and unpaid invoices. It takes two minutes.
Bring one real workflow to the demo and we’ll follow it from start to finish.
Prefer to explore on your own? work out your current costsSee how the Assistant worksuse the CRM evaluation guide
With online signup, monthly plans begin with a 14-day trial. The trial is not a demo.