This tool is a client management system designed for freelancers and service agencies. It centralizes business operations by integrating key functions into a single platform, helping users manage their workflow more efficiently.

• Leads Management: Collect and track leads automatically from website forms or manual entries, with tools to prioritize and convert them into clients.
• Deals Management: Use a deal pipeline to monitor opportunities, schedule follow-ups, and increase project win rates with visual tracking.
• Estimate and Invoice Builder: Create professional estimates and invoices with customizable templates, add items and pricing, and share them via email or links for client feedback.
• Projects Management: Organize projects with task lists, checklists, and progress tracking to keep deliverables on schedule and teams aligned.
• Client Portal: Provide clients with a frontend dashboard to view estimates, invoices, and project details, accept or decline proposals, and make payments without needing an account.