Features/Sales & money
Proposals, contracts and invoices, signed and paid.
Quote from your own services, get proposals and contracts signed online, and send invoices with your own payment link. The money goes straight to you.
Demo workspace. Nike, Zara and H&M appear as example client names only; they are not Crewqo customers and their names belong to their owners.
Proposals that clients sign in a minute.
Build a proposal from your services, send it as a link and watch it move from sent to viewed to accepted. The client accepts and signs online, with no PDFs going back and forth.
- Line items added from your services
- Discount as a percentage or an amount
- See when it is sent, viewed and accepted
- Clients accept and sign online, no account needed
- Turn it into a contract or an invoice in one click
Contracts with a signature that holds up.
Start from a services, retainer or NDA template, send it, and the client signs by drawing their signature. You countersign, and the signed PDF carries a signing certificate.
- Templates: services, retainer and mutual NDA
- Client signs online with a drawn signature
- Countersign as the agency to complete it
- Certificate with signer, time, IP address and document hash
- Resend the signing link any time
Invoices that get paid faster.
Add the services, split the payment into upfront and balance, and send the invoice by email or WhatsApp. Your own Stripe or PayPal link puts a Pay now button in front of the client.
- Your own Stripe or PayPal payment link
- Invoice PDF with your letterhead logo
- Upfront and balance payment split
- Send by email or WhatsApp
- Money goes straight to your account
See exactly where the money went.
A ledger for money in and money out. Record what each client paid and every expense by category, and see revenue, costs, salaries and margin month by month.
- Income per client with what is paid and outstanding
- Expenses by category: marketing, office, tools, travel
- Revenue, costs and profit month by month
- Salaries included, so the margin is real
Your prices, ready to quote.
Keep every service you sell with its price and description. Adding it to a proposal takes one click, so every quote uses the same prices.
- Services with a price, currency and description
- One-off, monthly or hourly billing
- Add from services in any proposal
- Switch off a service without deleting it
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