for small agencies
The deal-room-to-paid app for small agencies.
Proposals, accepted deals, 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.
Close and bill in one flow
Record the acceptance and raise the deposit invoice on the spot.
Retainers under control
A clear view of what to bill this month, so nothing slips.
Questions
How do contracts work?
A deal goes from proposal to recorded acceptance to deposit-invoiced in one place.
Does it handle retainers?
Yes, including a monthly billing view so recurring work never gets missed.