Business Software
Most small and growing teams end up with the same problem: the customer relationship, the sale, and the work to deliver it are tracked in different places — so nothing connects, and someone has to hold it all together manually.
Business Software keeps the whole journey — lead, sale, project, execution, and the invoice at the end — in one workspace, so the context that got you the deal is still there when you get paid for it.
Every stage of the journey is a real, connected part of the same workspace — not a separate app you have to switch into.
CRM
Leads, companies and contacts, with a shared activity timeline for every conversation.
Sales
Proposals your client can review and approve online — with change requests tracked in one place.
Projects + Tasks
An approved proposal becomes a project in one click, with tasks, due dates and delivery health tracked in the same place.
Invoicing
Turn delivered work into an invoice, track what's outstanding, and record payments as they come in.
Reminders
Time-based reminders linked to a lead, proposal, project or invoice, so nothing gets forgotten.
Nine connected modules, grouped by what they get done — not nine separate products bolted together. Activate what your business needs today.
Keep clients in the loop
Clients see project status and can approve proposals and pay invoices online, without an email thread.
Never miss a step
Time-based follow-ups linked to a lead, proposal, project or invoice, so nothing falls through the cracks.
Every organization gets a dedicated Client Portal — a read-and-act view into the same workspace, scoped to what a client should see, so approvals and payments happen without leaving the loop you're already in.
Clients review line items and approve — or request changes — without a back-and-forth email thread.
No status-update call needed — clients see where delivery stands, whenever they check.
Invoices are visible and payable from the same place proposals were approved.
Because everything lives in the same workspace, owners and managers get real visibility into what's happening — not a summary someone had to compile by hand.
New leads, open proposals, active projects and open tasks — the state of the business at a glance.
Overdue tasks, due reminders and website renewals, surfaced from anywhere in the app, not just the dashboard.
Open leads, proposal value, and where deals stand — without opening a separate report.
A shared timeline across companies, leads, proposals, projects and websites.
Every team member's own assigned work, across every project, in one place.
The projects you own, with their delivery health, without digging through a full project list.
The value isn't just having every module — it's that they share the same organization, the same customer, and the same record as it moves through your business.
A lead, a proposal, a project and its tasks are the same record moving through the same system — not copies you keep in sync by hand.
Owners and managers see what needs attention across the whole business, without asking for a status update.
Every workspace is fully isolated — your data, your team, your business, enforced at the database layer, not just the interface.
Turn on the modules your business needs today, and add more as you grow — nothing to migrate, nothing to rip out.
If your team wins the work, delivers it, and has to get paid for it — Business Software keeps all three in the same system, instead of split across a CRM, a project tool and an invoicing app.
Business Software is a connected workspace for managing the full journey from lead to customer, sale, project, delivery and payment — CRM, Sales, Projects, Tasks, Invoicing, Expenses, Reminders, Websites and a Client Portal, in one place.
Both, connected — plus invoicing. It starts as a CRM for leads and customer relationships, and the same record carries through to a proposal, a project, the tasks needed to deliver it, and the invoice at the end.
Yes. An approved proposal converts into a project in one click, carrying the company, contact and description across automatically, so delivery starts with full context.
Yes. Clients review and approve proposals — or request changes — through their own Client Portal, with a full approval history kept alongside the proposal.
Yes. Invoicing is a built-in module: turn approved work into an invoice, track what's outstanding, and record payments as they come in. Clients can also pay directly from their Client Portal.
Yes. Every organization gets a dedicated Client Portal where clients can review and approve proposals, check project status, and pay invoices, without an email thread.
Yes. Expenses — including recurring expenses — are tracked against the same organization, alongside invoicing, for a complete financial picture.
Small and growing service businesses — agencies, design studios, consultants and project-driven teams — that currently manage sales, delivery and billing across separate, disconnected tools.
Yes. Every workspace supports multiple members with role-based permissions, so owners, admins and team members see and do the right things.
Yes. Every workspace is fully isolated at the database layer — your organization's data is never visible to another organization, by design.
CRM, Sales (proposals), Projects, Tasks, Invoicing, Expenses, Reminders, Websites and the Client Portal are all live today. More modules will be added as the platform grows.
Yes. Every new workspace starts with a 45-day Trial with full access to the current product, no credit card required.
Your workspace switches to read-only. You can still sign in, view every record you created — CRM, proposals, projects, invoices and more — but creating or editing records is unavailable until you continue.
Yes. Your data is never hidden or deleted when the Trial ends. Everything you've entered stays fully visible and exportable — the workspace just becomes read-only for new changes.
Yes. A single account can belong to multiple organizations, each with its own fully isolated workspace, data and Trial — you switch between them without signing out.
From the first lead to ongoing operations — set up your workspace in minutes. Start with a 45-day Trial, no credit card required.