Turn Administrative Chaos into Productive Flow
The all-in-one platform that handles your billing, clients, and leads so you can focus on what you do best
The all-in-one platform that handles your billing, clients, and leads so you can focus on what you do best
The fragmented workflow means many freelancers spend nearly 40% of billable hours on administrative tasks instead of client work. The typical freelance workday often looks like this:
Scattered emails across multiple accounts
Hunting through folders for the latest version of client proposals
Manually creating invoices in a word processor
Copy-pasting payment details into emails
Following up on unpaid invoices with individualized reminders
Struggling to remember which potential clients need follow-up
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Meet Jordan. Jordan represents the typical freelancer juggling multiple clients and administrative tasks. This could be you, regardless of your industry or specialty.
Jordan starts the day by checking the lead dashboard. A new inquiry came in overnight through an RFC form that automatically captured requirements, budget, and timeline. With a few clicks, Jordan converts this into a polished proposal.
As project milestones are completed, all deliverables and feedback are documented in one place. Jordan creates a branded invoice in seconds and sends it with an integrated payment link.
The system has already sent a gentle reminder for an overdue invoice. Client replies are automatically stored in their history. For a completed project, Jordan uses a template to send a personalized thank-you email.