5 sections. Every system
a freelance business needs.
👥Client Pipeline Tracker
Track every client from first conversation to ongoing retainer. Revenue bars show exactly where your income comes from.
Status tracking — Lead, Proposal, Active, Past
Monthly value per client + total
Next action column so nothing falls through
Revenue breakdown visual per client
📄Live Proposal Builder
Fill in 7 fields — see your proposal rendered live on the right. Professional structure: problem, solution, timeline, investment, terms.
Live preview updates as you type
Copy into Google Doc or email in seconds
Problem → Solution → Timeline → Price structure
🧾Invoice Log
Track every invoice — paid, pending, or overdue. See your total outstanding at a glance and know exactly who owes you money.
Status: Paid / Pending / Overdue
Total by status — paid, outstanding, overdue
Year-to-date total sent
💲Rate Calculator + Income Tracker
Enter your income target, billable hours, and weeks off — get your minimum hourly, day rate, and project rate automatically. Track monthly income with a visual bar chart.
Min hourly / day rate / project rate
Rate comparison across billable hour scenarios
Monthly income log with 12-month view