A deal funnel where nothing gets lost
Every inquiry becomes a deal in the funnel and moves through stages: new lead, qualification, proposal, approval, payment. You can see what step each client is on, who's responsible, and what to do next — instead of scattered chats and reminders kept "in your head."
Leads straight from your website
A request from your website form or a consultation booking instantly creates a lead in the funnel with its source attached. You know exactly where the client came from (website, ads, referral) and can track conversion by channel — instead of guessing what's working.
A quote with online approval
Instead of a back-and-forth over "how much does it cost," you send the client an itemized quote. The client approves it online by confirming their full name — and the quote turns into an invoice. This speeds up the deal and puts the agreement on paper.
Invoices and bank-transfer payment
Invoices are generated automatically, and bank-transfer payment (IBAN) is built in: bank details, payment purpose, an "I've paid" button in the client portal. For a service business, this solves payment collection without card acquiring or a fiscal register (RRO).
Tasks, reminders, website, and client portal
Tasks and reminders attach to each deal, so you call back or send documents on time. And the business gets a ready-made services website with a request form and a client portal under its own brand — all deployed in minutes.
A ready-made CRM for services and agencies
Check out a live demo or pick a plan from the catalog.