CRM
Quote, send, get paid.
QuoteBuilder turns line items into a branded PDF; Stripe Connect takes the payment — all inside the project, never a separate tool.
QuoteBuilder
Line items to a branded PDF in a click.
Stripe Connect
Take card payment without leaving the record.
Status tracking
Draft → sent → accepted → paid, all logged.
More CRM
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A pipeline built for project work. →
Inquiry → Lead → Opportunity → Account — the stages a web agency actually uses, with AI Insights flagging the leads worth chasing first.
Nothing falls through. →
Tasks, notes and a full activity timeline attach to any record — inquiry, lead, account or project — so the whole job has a memory.
Customers and projects, joined up. →
Ongoing-agreement fields, contact info, connected sites and the full project list — one record per account, never a spreadsheet again.