Automate proposal follow-ups, contract reminders, and retainer renewals.
You send a detailed proposal and hear nothing for weeks. No follow-up system means deals die silently.
Retainer agreements expire without notice. Clients assume you'll remind them — you assume they'll reach out.
Some clients email, some WhatsApp, some call. Context is fragmented across 5 different apps.
Clients question invoices weeks later. Hours tracked in spreadsheets don't inspire confidence.
End-to-end automation — from first message to follow-up.
Proposal follow-up sent
3 days after proposal sent: AI sends a polite follow-up with key highlights summarized
Client asks about project status
AI pulls latest milestone status and shares a progress summary
Contract renewal reminder
30 days before expiry: renewal notice with updated terms and e-sign link
Invoice sent with breakdown
Detailed invoice with hours, tasks, and payment link via Razorpay
Payment reminder
7 days overdue: gentle reminder. 15 days: escalation to senior partner.
Quarterly review scheduled
AI proposes meeting slots for quarterly business review with agenda preview
Proposal & Contract Tracking
Communication & Updates
Invoicing & Collections
Import client list with engagement details
Connect WhatsApp Business number and email
Configure billing models and payment terms
Upload proposal and contract templates
Go live — AI manages client lifecycle
Start with the Professional Services template. Go live in under 30 minutes.