See how a lead becomes a signed client
A short look inside the platform, from the first inquiry to a signed agreement and payment. Turn your sound on.
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Feature demos
15 short clips, each showing one feature. Pick one to play it, with sound.
Leads
Turn a website inquiry into a lead
Follow a contact form submission into the Leads list.
Add and update a lead
Add a referral and change the lead status to Contacted.
Proposals
Review a proposal draft
Open an invited draft, leave internal feedback, and mark the review complete.
Resend, withdraw, or revise
Get a fresh sharing link, withdraw a proposal, or return it to draft.
Amend an active client’s price
Send a pricing change for verified client approval, effective on the next invoice.
Add a future pricing step
Describe a future fee separately from today’s proposal amount.
Review and sign your proposal
Open your private proposal, verify your email, and sign when you’re ready. No workspace account needed.
Payments and billing
Open a signed agreement and pay
See the client’s signed copy and the payment confirmation in a simulated checkout.
Manage client billing
Use the secure billing link to view subscription status, invoices, and the signed agreement.
Check payment status in the workspace
Find the client’s active status, signed copy, and paid invoice.
Workspace and team
Switch between light and dark mode
Find the theme control on desktop and mobile and switch between the two views.
See the teammate workspace
See what an assigned teammate can open, edit, and save.
Read and send mail from Inbox
Read, reply, or compose from the demo business inbox. Availability depends on workspace setup.
Use the workspace on a phone
Navigate with the mobile menu and switch between editing and previewing a draft.