NewClient portals with live project tracking
Sales, quotes, invoices and projects — one workspace per company.
Capture leads, send quotes, invoice, deliver work, and let your clients track everything in one branded portal.
- 14-day trial
- No card required
- Your own subdomain
The whole cycle
From first enquiry to final invoice, without switching tools.
Every module shares the same customer record, so nothing gets re-keyed and nothing falls through.
Leads & contacts
One record per customer with owners, source, and every touchpoint on a single timeline.
Quotes & approvals
Build quotes from your catalogue, route for approval, and track opens and acceptances.
Invoicing & payments
Convert accepted quotes into invoices, chase automatically, reconcile as payments land.
Projects & delivery
Milestones, assignees and time entries roll up into margin you can see per project.
Client portal
Clients see their quotes, invoices and project status on your subdomain and branding.
Attendance & leave
Shifts, leave balances and approvals feed the same team records your projects use.
One plan. Every module. Per company.
Each company gets its own subdomain, its own data, and its own branding. Add seats as the team grows.
Includes 5 seats · USD 3 per additional seat
Start free trial- Unlimited leads and contacts
- Custom subdomain + branding
- Quote templates and approvals
- Recurring invoices
- Project milestones and time tracking
- Attendance and leave management
- Client portal seats included
- Export to CSV and accounting
Set up your workspace in under two minutes.
Import your contacts, invite the team, send your first quote today.