Agency and services

An agency: quote, project, hours, invoice

The quote becomes a project with a budget and milestones, the team logs time to the minute, and approved hours land on one invoice grouped by rate.

A day in the system

  1. 1

    Quote and contract

    A quote on a link, a contract signed online, the signature stored with a fingerprint of the text.

  2. 2

    Project

    Milestones, tasks, a budget in hours and money; it warns at 80%.

  3. 3

    Time

    Time logged to the minute, approved weekly, weeks locked.

  4. 4

    Invoice

    An hour can be billed only once; monthly retainers draft their own invoices as subscriptions.

A website made for it

Live preview; installing creates a new site as drafts, and every word is yours to change.

Common questions

Can an hour be billed twice?

No. A time entry takes the invoice's id when it is billed, and the update only succeeds while it was still empty — two people pressing the button at once cannot bill it twice.

Start free, pay for what you need

The core CRM is free for good, with no card; you can try every paid module for 14 days. If it doesn't suit you, export everything and leave — the data stays yours.