Agency CRMHow it works
From sign-up to your first paid invoice
Six steps. Most people send their first invoice in the same sitting.
Set up onceAbout 5 minutes
Sign up with your email or Google, name your workspace, and fill in your business details: address, state, GSTIN if you have one, and your UPI ID or bank account. These are printed on every invoice.
Add a lead or a client1 minute
New enquiry? Add it to the pipeline with an expected value and a follow-up date. Already working together? Add the client directly, with their state so GST is worked out correctly.
Run the projectAs you work
Create a project, list the tasks, and mark the ones the client should see. Post updates, or ask for approval on a design or a draft and get a recorded yes.
Invite the client to their portal30 seconds
Send a single-use invite link on WhatsApp. They set a password and see their projects, invoices and messages. They never see your other clients, your notes or your pipeline.
Send the invoice2 minutes
Add the lines; CGST, SGST or IGST is worked out for you. Issue it to get the next number in the series, then share the link or the PDF. The client pays by UPI from the QR code or their bank.
Get paid and follow upTwo taps
Record the payment when it arrives. If it’s late, the dashboard tells you, and a ready-written reminder opens in WhatsApp. When the project is completed, the client is asked for a review.
Want to look around first?
After signing up, choose Explore with sample data on the empty dashboard. It adds a few sample clients, leads and projects so you can see how everything fits. They don’t count towards your plan, and one click removes them.
Start freeReady when your next client is
Free for 5 clients and 3 open projects. No card needed. Everything in Pro is free while we are in beta.