Your complete freelance business OS. Track leads, manage clients, deliver work, and stay on top of money — all in one place.


💡 Start Here

Daily habit: Open Lead Pipeline (Hot Leads tab) → Client CRM (Follow-Up Calendar tab) → Project Tracker (High Priority tab). These three views tell you exactly what to act on each day.


🎯 Lead Pipeline

Find prospects and move them from cold contact to closed deal across 11 pipeline stages. Use the Outreach Board tab for full Kanban view and Hot Leads tab for your warmest opportunities.

Client CRM

Lead Pipeline


👥 Client CRM

Every active and completed client relationship, with contact info, project value, and follow-up dates. Use Pipeline Board to see status at a glance and Follow-Up Calendar to never let a client go cold.


✅ Project Tracker

All deliverables across every client — linked directly to your CRM. Use the Task Board tab to drag work from To Do → Done. High Priority tab shows what needs immediate attention.

Project Tracker


💰 Finance Ledger

Every dollar in and out, with payment method and category. Switch between Income and Expenses tabs to see your net position clearly.

Finance Ledger