Features

Seven jobs. One login.

Everything an agency does between "can you send a quote" and "thanks, paid" — and the renewals, books and follow-ups around it. Every module is on every plan.

01

Clients and brands

Every client, every brand under them, and everything you hold for them.

  • Accounts with brands underneath, each with its own sites and history
  • Contacts and notes per client, files attached where they belong
  • Encrypted credential vault, gated by role
  • Everything a client owes, across all their brands, on one screen
IN DETAIL
02

Quotes and invoices

Quote it, convert it, send the PDF, take the payment.

  • Quotes with line items, converted to invoices in one step
  • Invoices in rupees or dollars, with an exchange rate you set for totals
  • One continuous invoice sequence per workspace, never restarting
  • PDF generation and sending by email from your own SMTP
IN DETAIL
03

Renewals

Hosting, domains and care plans, per site, invoiced before they lapse.

  • One renewal per site, per service: domain, hosting, SSL, care plan, retainer
  • Term and amount per renewal, in either currency
  • The invoice that billed each cycle, linked both ways
  • Reminders ahead of the due date, and an overdue list on Today
IN DETAIL
04

Projects and tasks

Delivery that does not live in a chat thread.

  • Projects with status, value, due date and client
  • Kanban board, list, table and calendar views of tasks
  • Subtasks, checklists, comments, labels and activity on every task
  • Assignment, due dates and a personal Today list per person
IN DETAIL
05

Bookkeeping

What came in, what went out, what is owed, and what it left you.

  • Expenses by category, with receipts attached
  • Recurring subscriptions, business or personal, rolled forward automatically
  • Loans with EMIs, and interest-accruing loans with a repayment date
  • Savings accounts and goals
IN DETAIL
06

Outreach

Who you found, who you reached, who replied, and what it turned into.

  • CSV import of leads with category, city, contact and public signals
  • Status from new to qualified, contacted, replied, won or lost
  • A touch log: email, DM or call, when, and the outcome
  • Won leads promoted to clients, history attached
IN DETAIL
07

Search analytics

Search Console and GA4 per client site, so a review meeting takes minutes.

  • Search Console clicks, impressions, CTR and position per site
  • GA4 sessions, users, engagement and events per property
  • Top queries and top pages, per window
  • 7, 28 and 90-day windows, stored as snapshots
IN DETAIL

Today

Open it and you know what to do first: the overdue invoice, the renewal about to lapse, the task due before lunch — ranked.

Your team, your roles

Admin, manager, member. The team sees their tasks; only the people you choose see invoices, payments and the books.

Your brand

Logo, colours, invoice prefix and sender address, set once. Everything your clients receive is yours.

Start today

14 days. No card. Your own database.

If it is not better than what you use now, you will have lost nothing but a fortnight of spreadsheets.

CREATE MY WORKSPACE