A complete client and proposal workflow built for modern service businesses.
We built an all-in-one platform that helps service businesses manage clients, proposals, invoices, employees, documents, and company information from a single dashboard.
Project overview
From a complex brief to one clear direction.
Finding what truly needed to change.
Service businesses often manage proposals, client information, invoices, documents, and internal knowledge across disconnected tools. This creates unnecessary manual work and makes it difficult to keep the entire client workflow organized.
Building a focused design answer.
We developed a centralized platform where teams can create branded proposals, manage pricing and terms, export proposals as PDFs, and send secure links directly to clients. Clients can accept or decline proposals while statuses update automatically. The platform also includes invoice tracking, analytics, secure document storage, company branding, and an AI-powered knowledge base for searching and asking questions about uploaded business documents.
Design highlights
Details that hold the whole idea together.
Proposal management
Create professional proposals with pricing, terms, branding, PDF exports, and secure client links.
AI knowledge base
Upload business documents and quickly search or ask questions about company information.
Centralized workflow
Clients, invoices, employees, documents, proposals, and analytics are managed from one dashboard.
The outcome
A practical system with room to grow.
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