Source, honestly
Form, referral, campaign or ad — visible on the record, without the guesswork.
Use case
From inquiry to invoice
One record carries the whole journey: the assessment, the stages, the proposal, the invoice with a pay page, and the portal where it all lands.
Client onboarding
- Confirmation email sent
- Intake form completed
- Welcome call booked
- Goals agreed
- First payment received
- Resources shared
- Portal access granted
Onboarding on track
Client portalActive client
- Session workbook
- Program overview
- Resource pack
How it works
One record, from first question to paid.
One example — the shape stays the same, the details are yours to set.
- 1
The inquiry becomes a record
A form or the assessment writes straight into the CRM — the source stays visible from the first moment.
- 2
Stages carry the work
Each stage has an owner, a task and a due date; follow-up triggers off the stage change.
- 3
Proposal out, invoice ready
Scope goes out as a proposal, then an invoice with a pay page — Stripe checkout does the taking.
- 4
The portal holds it
Invoices, documents and session material live in a branded portal the client can always reach.
What you get
Built for how you actually work.
Nothing falls between stages
Tasks with due dates sit on the record — visible, owned, dated.
Pay pages, not chasing
The invoice carries its own pay link — clients pay without asking how.
One history
Every email, note and status change stays on the same timeline.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the loop on your own pipeline.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.