Features
Everything you need from your clients, in one place
A project is a list of steps. Each step asks the client for one thing, explained plainly. They move on their own, you see everything.
What you can ask for
Eight kinds of steps, covering almost everything you need from a client.
Files, with rules
Logos, photos, texts, plans. You choose the accepted formats and the minimum image size: the client is told right away, not three days later. Above 50 MB, they send a WeTransfer, Google Drive or Dropbox link.
Questionnaires
Short or long text, link, single or multiple choice, checkbox. Answers are saved as they type, and you can ask for a correction answer by answer.
Mockups to approve
The client taps the image to pin their remarks. You send a new version, they approve: date, person and version are recorded, with a proof to download.
Actions to confirm
"Create your account", "Turn on two-step verification": a list of boxes, a direct link to the right screen, and you're told when it's done.
Locked steps
A step can wait for your go-ahead: the client sees it, but can only do it once you unlock it. They're told when you do.
Answers to give
An open question, a time slot, an address: the client answers in a sentence, without searching where.
Deposit
Amount, IBAN, reference and a SEPA QR code read by every European banking app, plus an online payment link if you have one. The client says "I've paid", you confirm receipt.
Deliveries
Final files, site photos, care tips: everything stays available to the client, in one place.
What your client experiences
No account, no app, no password to remember.
One link, that's all
They open it from the email, WhatsApp or a text, on their phone or computer. If they lose it, they email it to themselves again.
One thing at a time
The page first shows what to do now, with the due date. The rest waits below.
They can write to you anywhere
Each step has its own conversation, with attachments. And if they reply straight to the email, the reply lands in the project.
Several people
The manager, the bookkeeper, the partner: each can have their own access and get the news that concerns them.
All their projects
A client with several projects with you sees them all from any of their links.
In English or French
The page and the emails follow the client's language.
What you gain every day
Less time chasing people, more time on the work.
"Today"
One page that tells you what's waiting: what to review, who has stalled, your own tasks for the day.
Automatic reminders
Before the due date, then after. Never on weekends, and they stop as soon as the client has done their part.
One inbox
Every message from every client, sorted by project and step. You reply without leaving the page.
Reusable templates
Save a project as a template, or start from the library: website, Shopify store, logo, custom furniture, accounting onboarding.
Printable summary
Every answer, file and approval of a project on one page, to print or keep as a PDF.
Your own tasks
What you have to do on your side, with a date, next to what the client owes you.
Your brand, your team
Your clients see your agency, not ours.
Your brand
Your logo, your color and your name on the client page and in every email.
Your own address
With the Agency plan, links open on portal.your-agency.com and emails come from your domain.
Teamwork
Invite your colleagues, each with their own access. The security log keeps track of sign-ins.
Encrypted logins
Usernames and passwords asked from clients are encrypted, and only shown when you click to see them.
Ready to stop chasing?
Request pilot access: we'll help you set up your first project.
Request accessFree during the pilot.