One platform covering the full client lifecycle — from first proposal to signed agreement and beyond.
Choose from multiple fee packages — Architecture, Interior Design, Needs & Options, Lidar Scan, and more. Import client data from Notion, calculate fees with HST automatically, and generate polished proposals in minutes.
Generate comprehensive, branded Design Services Agreements complete with detailed scope of work, payment schedules, consultant estimates, and full version history — no Word docs required.
Clients sign directly in their browser — no login required. Secure signature capture, real-time status tracking, and instant PDF delivery the moment they sign.
Each client gets a dedicated portal to view proposals, review signed agreements, and access project documents — all branded to your firm.
Centralized storage for permits, OBC forms, authorization schedules, and project history. Built-in follow-up reminders ensure nothing falls through the cracks.
Your logo, your colors, your brand — on every proposal and agreement. Custom domains and full visual customization make it look like your own bespoke platform.
Not a generic CRM. Purpose-built for design firms.
Free to start. No credit card required.