01Find and win work
From first enquiry to signed proposal.
Every client, contact and conversation in one record. Leads arrive from your website as deals, move across a board you can read at a glance, and close with a proposal the client signs in their browser.
Pipeline
Deals
Weighted pipeline
₹2,03,000
Lumen Interiors
Brand refresh
Meridian Logistics
Growth Retainer
Orbit Robotics
Launch campaign
Tidal Fitness
Social retainer
What it replaces
- The leads spreadsheet
- Proposal_v7_FINAL.pdf
- A form tool that emails you
- Your memory of who said what
01.1 · Sales & CRM
Clients and contacts
One record per client
Contacts, retainers, deals, projects, invoices and the full activity history on one page. Search and filter the directory from the URL, so a filtered view is a link you can share.
A timeline that remembers
Log calls, meetings and notes against a client or a deal. A client's feed merges every deal's history, so nobody asks the client the same question twice.
Health and status
Mark clients active, paused or churned, and flag the ones to watch. Churn dates feed straight into revenue analytics.
01.2 · Sales & CRM
Pipeline
A board you drag, not a report you read
Deals move across stages with drag and drop. Each column shows its total, and the board shows a probability-weighted pipeline, so a hopeful lead is not counted like a signed one.
Won and lost, honestly
Closing a deal as lost asks for the reason. Six months later you can see why you lose work, not just that you did.
Stale deal radar
Deals that have gone quiet surface on their own, in the daily brief and for the AI assistant, before they go cold.
01.3 · Sales & CRM
Proposals and lead forms
Proposals with e-signature
Build line items with server-computed totals and send a private link. You see when it is opened. The client signs by typing their name; the consent wording, IP and browser are recorded, and the proposal locks once accepted.
A form builder with eleven field types
Text, email, phone, choice, checkbox groups, consent and more. Reorder, duplicate, mark required, and choose which field becomes the lead's name, email, phone or company.
Embed on any website
One script tag, a plain HTML form, or the API. Submissions land in the pipeline as deals with the page they came from, protected by rate limiting and a honeypot instead of a captcha your leads have to solve.
Proposal · for Meridian Logistics
Growth Retainer
- SEO programme · monthly₹95,000
- Paid media management₹60,000
- Reporting and strategy call₹30,000
Type your full name to accept
By typing your name you agree to the terms above.
Step by step
How a lead becomes a client
- 1
Enquiry
Someone fills in the form on your website. A deal appears in Lead with their details and the page they were on.
- 2
Qualify
You log the discovery call on the deal and drag it forward. The weighted pipeline updates as you go.
- 3
Propose
Build the proposal from line items, send the link and see when it is opened.
- 4
Sign
The client types their name to accept. The proposal locks, the deal moves to Won.
Start a project
We reply within one working day.
Name
Work email
What do you need help with?
Lumen Interiors
Website enquiry
Kettle & Co.
Website enquiry
The details that matter
- Fractional ordering keeps cards exactly where you drop them
- Lead forms answer any origin, with an IP rate limit and honeypot
- Deleting a form keeps every deal it created
- Accepted proposals cannot be edited, only superseded
- Public proposal pages are never indexed by search engines
Try it in the demo
Sign in as Arjun Mehta, the sales.
- 1Open CRM → Pipeline and drag a deal to Proposal
- 2Create a proposal and open its public link
- 3Sign it with any name and come back to the deal