for small agencies
The deal-room-to-paid app for small agencies.
Proposals, e-signed contracts, retainers and clean deal rooms. takes a client from first call to paid invoice without a stack of disconnected tools.
Sound familiar? The problems you know
The problems you know
too well.
- ✕ Deals tracked across email and memory
- ✕ Retainers that slip through the cracks
- ✕ Proposals that invite haggling
- ✕ No single view of the pipeline
How helps
A real deal room
Track every deal through its stages, from first call to signed.
Sign and bill in one flow
E-sign a contract and raise the deposit invoice on the spot.
Retainers under control
A clear view of what to bill this month, so nothing slips.
Questions
Can clients e-sign contracts?
Yes, a deal goes from proposal to signed to deposit-invoiced in one place.
Does it handle retainers?
Yes, including a monthly billing view so recurring work never gets missed.