Client pipeline, retainers and billing — without five different tools

Enquiries, proposals, retainers and invoices in one pipeline, with WhatsApp and email logged automatically on every client's record.

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Built for how agencies actually run client work

Retainers, tracked properly

Recurring deals track a monthly or quarterly retainer's billing cycle and renewal date, so nothing quietly lapses unnoticed.

GST invoicing for client billing

Generate a CGST/SGST or IGST invoice straight from a deal, with a UPI payment link — no separate invoicing tool to reconcile.

Client history, not one person's phone

Every WhatsApp message and email to a client logs on their record automatically, so account history survives a team change.

One pipeline for every stage

Enquiry, proposal, signed and active — track every client relationship through the same stages your agency actually uses.

Common questions

Can I track retainers, not just one-time projects?

Yes — recurring deals track a monthly or quarterly retainer's billing cycle and renewal date, so nothing quietly lapses.

Can I send GST invoices for client billing?

Yes — generate a CGST/SGST or IGST invoice straight from a deal, with a UPI payment link, no separate invoicing tool.

Do client WhatsApp threads get logged automatically?

Yes — every WhatsApp message and email to a client is logged on their record automatically, so account history isn't stuck in one person's phone.

Run every client relationship from one place

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