Battle budget overrun: historic insights when creating new estimates

We don't always have the reflex to take learnings from previous projects to the next. Maybe you repeatedly underestimate the work that goes in a specific project, or perhaps you have a client that needs a lot of updates and more time for communication. It's easy to make the same mistakes over and over again by copying previous proposals for similar projects. The problem often starts at the very beginning: your estimates. Avoid miscalculation by basing your estimates on facts and insights instead of gut feeling or emotion. You don't have to dig into archived projects, you'll get all the trends and insights you need, when and where you'll need them.

Triage incoming requests

Gather incoming requests via your forms, add labels automatically based on the form and manually triage the rest based on your ICP (Ideal Customer Profile). Create leads, opportunities and issues directly from an incoming request.

Create leads, opportunities and proposals with minimal effort

Generate leads and opportunities from contact requests, create proposals from scratch, copy and adapt an earlier proposal, or create templates to start from. Your templates automatically fetch up-to-date hourly rates and product prices, and insert specific data from your lead.

Fast approval flow with legally binding digital signatures

Get your proposals approved as fast as possible with legally binding digital signatures. Compliant with all common e-signature laws, including ESIGN Act, UETA, and eIDAS. A complete audit trail of signed documents is available upon request. It can be used for legal documentation if the document is tampered with, or if any other legal questions arise.

Get an overview of your sales pipeline

Directly see how many opportunities are ongoing, for how much money, and how much every opportunity matches with your personal goals.

Manage your job sources

You'll probably have some websites your regularly check for new jobs. You can collect all these resources in your portal and configure how regular you want to check them. We'll keep track of when you last visited your sources from your portal and give you a heads-up if you forget them.

Project work, big or small Request early access

Predictive or adaptive: you choose

There's no one-size-fits-all approach when it comes to project management. For some projects you'll want an adaptive approach, cycles or sprints are the way to go. In some cases, you'll need to get your facts straight before even thinking about a kickoff. In that case, you'll need proper documentation and reporting of scope, deliverables, stakeholders, communication plan, risks,... For others, you might just need a kanban board and reporting on workload. You'll be provided with a set of tools to support a wide variety of approaches, you choose what you pick out of the toolbox. This includes the basics like projects, epics, issues, labels,...

Time tracking for you and your contractors

Track time to invoice to a client, or to review the total project cost at the end. Invite your contractors to track their time, approve and lock their timesheets, invoice your client and provide your contractor with a PO. You'll be able to set the actual cost and hourly rate you want to charge for your contractor, to calculate your margin.

Cost control and earned value management

Track expenses and manage your project budget as a fixed price, time & material or just set a project as non-billable. You'll be able to estimate on project, epic or issue level. After logging time, you'll be able to give an estimate of the required time to finish the epic or issue. This way you can anticipate a future budget overrun as early as possible. We'll also keep track of your other projects for the same client and detect trends in actuals compared to estimates.

Manage your stakeholders

If it's just you and the client, you'll just keep track of their contact details. For the bigger projects, you'll want to keep track of who's involved, who's responsible for what, and what's everyone's sentiment, engagement, power and influence. You'll be alerted of stakeholders who need nurturing.

Project updates & communication management

Give weekly or bi-weekly project updates and send them to your client. If you need to deal with a lot of stakeholders, you'll be able to configure a communication plan based on your stakeholder register. Save a ton of time by segmenting your stakeholders and sending bulk updates per segment. Exclude the few stakeholders you'll always want to send a personal update.

Risk management

Risk management won't give you many tangible results, but it will make you a happier and more worry-free freelancer. It's worth to pause for a moment and think of what could go wrong, what the impact would be, and what you could do in response. This doesn't need to take a lot of time, but you will feel reassured having everything under control, and you'll have a plan B when things go south.

Reporting

Check if you're still on track in a blink of an eye, with handy burn-up and burn-down charts. If you need an extended project status report for a board meeting, or a timesheets export for your T&M projects, you can export that too. Want to print out your stakeholder register? No worries, we'll make the data insightful with graphs where useful.

Financial insights & goal tracking Request early access

Generate invoices

Invoice your projects and keep track of uninvoiced hours. Generate recurring invoices and send them automatically, or keep them in draft for review.

Work with retainers

If you have a budget that isn't tied to a project, you can create a retainer and withdraw money at the end of the month based on actual hours worked.

Automatic payment registration and reminders

Connect your bank account and fully automate the invoicing cycle. Every invoice will have a structured reference and payments will automatically be linked to an invoice, or a reminder is sent when an invoice is overdue.

Financial goal tracking & forecasting

You'll probably have a financial goal each year, or at least have an idea of how much you'll need to make to break even. Set that goal and add your expected expenses and revenue per month. Throughout the year, all your income and expenses are used to make sure you stay on track. If you fall short, you can always tweak your expectations in the coming months, or update your goal. Once you hit your target, it's up to you: make more money, or enjoy some family time.

Always be prepared for a financial audit

Nobody likes being audited, good preparation gives you peace of mind for when the time comes. Keep track of all your bank transactions and back them up by connecting invoices or receipts, and make personal notes as a reminder. You'll be able to explain everything when questioned.

Request early access