Leads
A board of every inquiry, with the source, budget and next step attached. Hosted intake forms feed it automatically.
Learn more about LeadsWin the work
Every inquiry captured, qualified and turned into a proposal. No lead dies in your inbox.
In the app · PipelineClients
One card per client, with every project, file, proposal and invoice filed behind it.
Learn more about ClientsProposals
Numbered, priced and tweakable per client, sent as a private link the client can accept, decline or ask to change.
Learn more about ProposalsContracts
Drafted against the client, e-signed by private link, countersigned by you and filed with the proposal.
Learn more about ContractsDo the work
Projects, tasks, tracked hours and every file, organized around the client they belong to.
In the app · WorkshopProjects
Boards or lists with owners, milestones and deadlines, and a health flag before anything slips.
Tasks
Checkboxes with due dates that roll themselves into each morning's plan.
Time
A one-tap timer that follows you from task to task and lands hours on the right project.
Learn more about TimeFiles
Every deliverable and brief filed against the right client, forever findable.
Get paid
Invoices you raise against the work, paid online or recorded as they land, and a clear view of what is still outstanding.
In the app · TreasuryInvoices
Numbered invoices emailed to the client, reminders that go out on the schedule you set, and an optional late fee once one runs overdue.
Learn more about InvoicesPayments
Connect your payment account and clients pay by card online, from the invoice email or a private pay link, and the payment records itself. Bank transfers and cash you record in a click.
Learn more about PaymentsReports
Billed, collected, expenses and profit by period, profit per client, project margins and a tax view, with CSV and PDF exports. Lead insights show conversion by source.
Automate
Lead sequences, automations and templates that do the repetitive parts for you.
In the app · ForgeLead sequences
Timed follow-up emails for every lead you enroll, plus automation recipes that work across the app, like turning a signed proposal into a project.
Templates
Lead email templates and project starter templates you build once and never rebuild.
Integrations
Google Calendar in two-way sync, invoices and payments sent to QuickBooks Online or Xero, and signed webhooks for your own tools on Business.
Clients & team
A client portal for the people you work for, roles for the team, and settings you set once.
In the app · RealmClient portal
A polished window for each client, with progress, files, approvals and invoices in one place.
Learn more about Client portalTeam
Roles and permissions that match how small studios actually work.
Settings
Numbering, prefixes, terms and defaults, set once and right everywhere.
Who it's for
Start with your kind of studio.
Every core tool is on every plan. The four ways in differ only in where you start, and each one points at the parts that matter most for how you work.
Freelancers
Solo, but never scattered.
Inquiry to invoice without switching apps.
Capture every inquiry, turn the good ones into numbered proposals, track the hours as you work and raise the invoice from the same place, with no spreadsheet in between.
LeadsTimeInvoices
Small agencies
A shared desk for the whole crew.
Everyone on the same page.
Projects with owners and milestones, tasks that roll into each person's morning, and one login per teammate, so the whole crew works from the same plan.
ProjectsTasksTeam
Designers & studios
Briefs to invoices, one flow.
Brief to final invoice, one client record.
File the brief against the client, price the work in a proposal, deliver from a project board and invoice from the same record, so the client's name is typed once and right everywhere.
ProposalsFilesInvoices
Consultants
Track every billable minute.
Every billable minute on the right client.
A one-tap timer that follows you from task to task, contracts filed against each engagement, and invoices you raise against the work when the month closes.
TimeContractsInvoices