Platform Client experience

From pitch
to paid,
in one platform.

Pipeline, proposals, recurring billing, dunning, and renewals — wired into the same place clients approve their work. The CRM-to-invoice gap closes.

In build · shipping Q3 2026
See the roadmap Book a demo
[ CRM + BILLING PIPELINE ]
CRM & Billing

The revenue side, finally connected.

No more exporting from one tool to import to another.

01

Pipeline & contacts.

Drag-drop pipeline by stage. Every contact tied to deals, calls, and notes. Renewal forecasts surface automatically. Your sales motion, finally inside the platform that delivers the work.

  • Drag-drop stages
  • Contact + company records
  • Renewal forecast
  • Activity timeline
[ PIPELINE & CONTACTS. ]
02

Recurring billing.

Stripe-native subscriptions. Per-active-client billing matches our pricing model — and yours, if you want it to. Card updates, dunning, retries, all handled.

  • Stripe Connect
  • Recurring subscriptions
  • Auto-dunning + retries
  • Card-update flow
  • Tax handling
[ RECURRING BILLING. ]
03

Productized checkout.

A buy-now page for each plan. Client picks, pays, and is in their portal in under 4 minutes — no proposal-and-invoice dance. Or send proposals when you need to.

  • Self-serve checkout
  • Per-plan landing pages
  • Coupon + bundle support
  • Proposals when needed
[ PRODUCTIZED CHECKOUT. ]
04

Renewals & dunning.

30-, 14-, and 7-day renewal nudges, automatically. Failed-payment recovery flows. Upsell prompts when a client outgrows their plan.

  • Renewal sequence
  • Failed-payment recovery
  • Usage-based upsell prompts
  • Annual prepay discount
[ RENEWALS & DUNNING. ]

Try it free for 14 days.

Every feature, every workspace. No credit card. You'll feel the difference inside a week.

Start free trial See it in a 30-min tour