Workspace
A full client workspace, not just submissions.
Every response becomes a living client profile — with project scope, brand assets, internal notes, and activity history in one place.
Client profiles
Overview, requirements, files, and activity tabs keep every project organized from kickoff to delivery.
Pipeline dashboard
Track New, In Progress, and Completed clients. Filter by industry and export to CSV.
Multi-step intake
Guided wizard captures company details, goals, brand colors, and project requirements.
Brand palette capture
Store hex colors and visual references alongside each client.
File management
Attach briefs, assets, and deliverables — no more digging through email.
Search & filter
Find any client instantly. Switch between table and card views.
Ready to streamline client intake?
Build forms, share links, and manage every response in one calm workspace.