Track leads by source, follow up on time, close the sale, bill the client, and run the project — all from your WordPress dashboard. Clients get their own login to check progress without emailing you.
Capture, organise, and qualify every lead in one place — with contact details, notes, and status visible at a glance.
Tag every lead with where it came from — website, referral, ad campaign, cold call — so you know which channels actually convert.
Schedule and track follow-ups per lead so nothing slips through — see who's overdue for a call at a glance.
Move leads through a clear pipeline from first contact to closed deal, with the full history of how each sale came together.
Generate and send invoices straight from the closed deal, track payment status, and keep a billing history per client.
Turn a closed deal into a project — track tasks, milestones, and status from kickoff through delivery.
Log ongoing support requests against a client or project after delivery, so post-sale work stays tracked in the same system.
Clients log in to their own account to check their profile, billing details, and the live status of their projects — no back-and-forth emails needed.
See lead-to-close conversion, revenue by source, and project status across your whole client base from one dashboard.
Every deal moves through the same clear stages, so nothing gets lost between sales and delivery.
No more "what's the status?" emails — clients check it themselves, any time.
One plan, every feature. No tiers to compare, no hidden add-ons.
We install the plugin and set up your lead sources, pipeline stages, and billing details to match how you sell.
Bring in existing leads or start capturing new ones, tagged by source from day one.
Work leads through follow-ups and the pipeline, then close the sale and generate the invoice.
Run the project to delivery and log ongoing support — your client sees it all from their own portal login.
One subscription — leads, follow-ups, sales, billing, projects, and support, plus a login portal your clients will actually use.