One workflow, end to end
The same client record carries through onboarding, project, invoice, and support — no re-keying, no syncing, no integrations to maintain.
90-second walkthrough
See ClientsPlace in 90 seconds.
From new lead to paid invoice — five scenes that show how a service business runs an entire client lifecycle in one workspace.
Scene 1 · Onboarding0:00 → 0:18
Welcome to your portal, Acme Corp
Complete these steps and we'll have your project kicked off today.
Sign welcome agreement
Complete intake form
Schedule kickoff call
Upload brand assets
Scene 2 · Quote & approval0:18 → 0:36
Project Quote — Spring Launch
Q-2841Discovery & strategy$3,200
Design system$5,400
Build & launch$5,600
Total$14,200
Approved by client · 2 min ago
Scene 3 · Project delivery0:36 → 0:54
Acme Corp — Spring Launch
To do
Wireframe homepage
Photography brief
In progress
Brand moodboard
Approved
Project brief
Sitemap v2
Scene 4 · Invoice & payment0:54 → 1:12
Invoice paid
INV-2847 · Acme Corp · Stripe ACH
$14,200.00
Funds available in your account in 1-2 business days
Scene 5 · AI agents take over1:12 → 1:30
AI Support Agent
Trained on your knowledge base · Live for Acme Corp
Quick question — can we add a fourth team member to our portal?
Yes! On your Pro plan you can add up to 5 team members. I've sent you the invite link, and the next billing cycle stays at $16/mo. Want me to also extend portal access to your developer?
Perfect, please do.
Done — invite sent. Anything else? I'll log this in your client thread for Sara.
A new client signs the welcome agreement and finishes intake — all from the branded portal.
0:00 / 1:30
Branded portal included
Every plan ships with a white-label client portal. Your logo, your colors, your domain — clients log in to your brand, not ours.
AI that works for you
Voice, email, and chat agents handle pricing inquiries, overdue invoices, and tier-1 support — trained on your business, not generic.
Ready to try it yourself?
Get the full 14-day trial with every feature unlocked. No credit card, no commitment.