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A person, not a business

Your own affairs: what you applied for, what you spend, what you booked.

What the workspace opens with

careerexpensesschedulingprojects

Plus the core every workspace carries — support, notifications, documents, analytics — because a tenant with no documents, no notifications and no analytics is not a smaller product, it is a broken one.

What that lets you do end to end

From work done to money received

  1. Hours are approved, not just entered — An entry passes an internal approval, and — where the contract says so — a client approval through a tokenised link that needs no account. (needs the timesheet module, which this vertical does not enable by default)
  2. The project knows what it has burned — Budget burn is computed from the approved hours, and crossing 80% or 100% raises a digest rather than being noticed at the end of the quarter.
  3. The invoice is generated from those hours — Line items come from the approved entries. Nothing is retyped, so nothing can disagree. (needs the invoicing module, which this vertical does not enable by default)
  4. And transmitted where the law requires it — Italian e-invoicing goes to the SDI with its receipts tracked as states, not as an email somebody remembers sending. (needs the invoicing module, which this vertical does not enable by default)

From a stranger on the website to a signed quote

  1. The enquiry becomes a lead — A web form writes a lead directly into the pipeline, carrying what the visitor said and where they came from — not an inbox nobody works from. (needs the crm module, which this vertical does not enable by default)
  2. The lead becomes an opportunity — Stages are configured per tenant, and the forecast weights each deal by the probability of the stage it is in and its close date. (needs the crm module, which this vertical does not enable by default)
  3. The opportunity becomes a quote — Line items priced from a price book, an approval when the margin drops below the threshold, and a share link the client can open without an account. (needs the quotes module, which this vertical does not enable by default)
  4. And a won quote becomes a project — With the tasks, milestones and budget the quote implied — which is the moment the first journey on this page can start again.

See it with data in it

A workspace set up for a person, not a business, seeded and yours. It runs as a sandbox for 15 days and then continues on the free plan — the same workspace, with what you put in it.

Start one