Client CRM
Save individual client details once and reuse them across projects and documents.
Features
Client paperwork features planned for the MVP.
These features are planned for the MVP roadmap. Early access helps prioritize what gets built first.
Quote Builder
Create simple price estimates from services, packages, and project notes.
Proposal Builder
Present the project goal, deliverables, timeline, and pricing clearly.
Scope of Work Builder
Define included work, excluded work, revisions, responsibilities, and timing.
Deposit Request
Ask for upfront payment before work starts and keep the request tied to the project.
Invoice Builder
Prepare final invoices, remaining balances, payment terms, and reminders.
Approval / Sign-off Forms
Collect client confirmation when scopes, changes, or final deliverables are ready.
Client Portal
Share client-facing document links without exposing the internal workspace.
Basic E-signature
Capture simple acknowledgements, signatures, timestamps, and signer details.
Activity Log
Track important client, project, document, invoice, and approval actions.
Trash / Restore
Recover accidentally deleted clients, projects, and document drafts.
Document Version History
Save document snapshots as quotes, proposals, and scopes change over time.