Lead CRM, retainer tracking, proposal signing, client onboarding and offboarding — the exact tools an agency or freelancer needs to run client work.
A finished project leaves logins, files and passwords scattered across chats.
Invoices built in Word, GST worked out by hand, and no record of what you quoted.
Chasing money feels rude, so the reminder keeps getting postponed.
Bills pile up all month, and the CA asks for them the day before filing.
Every new client starts the same way, and every time something gets missed.
The retainer says 20 hours; the client keeps asking for 30.
The big client looks profitable until you count the hours it really took.
Leads live in one person's phone and go cold when they get busy.
The project grows after the proposal is signed, and nothing says it shouldn't.
Approvals get lost between three WhatsApp groups and an email thread.
Most agencies combine 2-4 apps — CRM, retainer tracker, proposal signer and onboarding checklist are the most common starting set — rather than all of them at once.
Each app is independent with its own data today; there is no shared pipeline yet linking, say, a signed proposal to the retainer tracker automatically.