Home
Features
- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

Home
Features
- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

Templates Library / Sales and Proposals

Free Resources

Sales & Proposal Templates

A free client proposal and invoice template to win the work and get it paid.

2 templatesFree to downloadMade for agencies

Contracts & Agreements 11 Onboarding 8 Project Management 2 Sales & Proposals 2

01

Sales & Proposals

Winning and billing the work.

Project Proposal

1.Executive Summary

2.Your Situation

3.Proposed Approach

+7 more sections

Client Proposal

Client problem first, value before price, tiered.

Get template →

+1 more sections

Invoice

Itemised, with a real due date and a deposit option.

Get template →

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Templates Start the Relationship. Clientish Runs It.

Turn your intake questionnaire into an onboarding form, your retainer into recurring billing and your proposals into signed orders, all in one branded client portal.

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