Built by Metorial, the integration platform for agentic AI.
Provider Summary
manage client records
create and send proposals
generate contracts with e-signatures
create and track invoices
manage projects and tasks
track time and billable hours
manage sales pipeline deals
schedule events and meetings
collect form responses
track document view events
Manage freelance and agency business operations including clients, proposals, contracts, invoices, projects, and deals. Create and update client records with contact details and notes. Send proposals and track when they are viewed or accepted. Generate contracts with e-signatures and monitor signing activity. Create and send invoices with automated payment reminders, track payment status, and support recurring invoices. Manage projects and tasks with assignees, due dates, priorities, and time tracking. Track deals through pipeline stages. Collect form responses and schedule events. Receive event notifications when proposals are viewed/accepted, contracts are viewed/signed, invoices are viewed/paid, deals are updated, tasks are updated, events are scheduled, and forms are submitted.
This integration is licensed under the AGPL-3.0 License.
Built with ❤️ by Metorial