Sales & CRM
From first contact to a signed contract
Collect leads, move them through the pipeline, send a brief and an online proposal, then sign the contract and activate the client — without retyping anything.
Leads and pipeline
Every lead in one place
A website form, a Facebook ad, a referral or a phone call — the lead lands in one list with its history and the next step.
- Your own pipeline stages, drag and drop, weighted value
- Stage and outcome (won / lost with a reason) kept separate
- Meetings with a Google Meet link and reminders
- Lead → client in one click, with onboarding tasks
Forms, briefs, portfolio
Learn the essentials before you call
Embed a web form on your site with one line of code. Send a brief by link — answers land on the lead card.
- Forms with a consent field and spam protection
- Brief templates and a no-login link for the client
- Portfolio: a curated set of work for a lead (optional password)
- Leads from Facebook lead forms (via Socialu)
Proposals and contracts
Online proposal, signed contract
The service catalogue and calculations handle hours, rates and margin. Clients see the proposal only — never your costs or margin.
- Online proposal with options, open tracking and client questions
- Accepting a proposal creates a contract from a template
- Locked clauses — only the agency owner can change them
- Online signature with a record of who, when and which version
Weighted value
Budget × win probability for each stage.
Follow-ups
Leads without contact come back to your dashboard.
Proposal PDF
Print the proposal page as a PDF.
Signed links
Proposals, contracts and briefs open without logging in.
Questions about this module
Can I import leads?
Add leads manually, via a web form or from Facebook lead forms. For file import — ask us about the current status.
Will the client see costs from calculations?
No. The proposal page never shows costs, hours or margin.
Run your agency from one place
Create your agency account, add your first client and invite your team. No-commitment trial.