Client records
Keep contacts, company details and linked projects, invoices and documents in one client record.
Good relationships.
A better beginning.
Know who you’re talking to, what they need, and what comes next. Turn an opportunity into client work without starting the paperwork again.
Start free
Keep the next opportunity in sight.
A place for the conversations before there is a project—and the relationship after there is one.
Leads & sales pipeline
Move opportunities through custom Kanban stages. Track their value and probability, then convert a won lead into a client.
Communication history
Log calls, meetings and emails alongside the system activity already attached to the client.
Put a clear offer on the table.
Build a scope your client can understand, approve and move forward with.
Services & packages
Maintain hourly and fixed-price services, rates and bundles. Reuse your catalog when preparing an offer.
Quotes & proposals
Send a public approval link. Your client can accept or decline, and an approved quote can become an invoice.
Contracts & e-signatures
Prepare a contract in the editor or from a PDF, invite signers and keep the signed document with its evidence. Contract signing requires separately enabled workspace access.
Make the next conversation easier.
Keep meetings and follow-ups close to the relationship they belong to.
Booking links
Let clients choose an available meeting time using your working hours, timezone and connected Google Calendar availability.
Email campaigns
Prepare campaigns with reusable email templates, audience filters and merge fields. Follow delivery status from Rokn.
Connected to
what comes next.
The deal is only the beginning. Keep the client context when you move into delivery.
Explore projects & deliverySome capabilities require a paid plan or separately enabled workspace access. View plans
Make room
for the actual work.
Start free. Bring your workflow together as you go.