Cashflow for agencies

Fix your Cashflow.

Capture your client's card with the proposal. Charge every invoice automatically — on time, every time.

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Free for 30 days. Card required, cancel any time.

The product

What it does.

From signed proposal to charged card, automatically.

  1. 01

    Client Proposals

    Craft and send client proposals. Capture payment information upfront, before the work starts.

    Propel proposals list showing accepted, draft and lost proposals with values.
  2. 02

    Billing & Payments

    Automatically invoice clients and charge their saved payment information. No more chasing invoices.

    Propel collections view showing paid invoices charged to saved cards.
  3. 03

    Data & Analytics

    Discover your client churn rates, most valuable services and most valuable clients.

    Propel dashboard with revenue chart, pipeline, and performance metrics.
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Pricing

One plan. One price.

Cancel any time.