Limited-time Every feature, unlimited users, one flat price: $29/month. Start your 30-day free trial
From first lead to paid invoice, in one cloud app.
Enterprised Cloud gives growing businesses a complete CRM, deal pipeline, project management, estimates, invoicing, legally binding eSignatures, online payments and a branded client portal, all on one login.
30-day free trial · No credit card required · Unlimited users · Cancel anytime
One connected flow. No more copy-and-paste between five tools.
Every record carries forward automatically, so the lead you capture on Monday becomes the deal, the estimate, the signed contract, the invoice and the project, without re-typing a thing.
Capture
Leads flow in from your website forms, CSV imports or manual entry, labeled Hot, Warm or Cold.
Qualify
Convert a lead to a deal in one click and drag it through your own custom pipeline stages.
Quote
Build a branded estimate from saved items, taxes and terms, then email or share a link.
Sign
Clients accept with one click and sign contracts with a legally binding eSignature.
Get paid
Turn the estimate into an invoice and collect by ACH, card, PayPal or Stripe.
Deliver
Move the won deal to a project with tasks, files, notes and a client portal view.
See every opportunity, and never lose one again.
Manage leads and contacts, prioritize with labels, tags and sources, and drag deals across a pipeline whose stages you design. Win or lose a deal in one click and turn it straight into a project.
- Drag-and-drop pipeline with custom stages & win probability
- Lead labels (Hot, Warm, Cold), tags, sources & custom fields
- Tasks, meetings, notes & files on every lead and deal
- Import from CSV, capture from website forms, export any time
Professional quotes and invoices in three steps.
Pick a template, add your items and preview. Brand colors, per-item tax, notes, terms and custom numbering are built in. When a client accepts, convert the estimate to an invoice with one click.
- Unlimited estimates & invoices with designer templates
- Any currency, local & country taxes, discounts and fees
- Recurring invoices & subscriptions with automated reminders
- Share by email, public link, WhatsApp or Messenger; print or PDF
Contracts signed in minutes, legally binding everywhere you work.
Build contracts, NDAs, waivers and proposals in a mobile-friendly document builder. Track views and signing progress in real time, and every executed document ships with a signature certificate and full audit trail.
- Unlimited documents and signatures
- UETA, ESIGN & GDPR compliant
- Sign in person on a tablet or remotely on any device
- Attach signatures to estimates and collect counter-signatures
Get paid on time. Every time.
Accept ACH bank transfers, credit cards, PayPal, Stripe or any WooCommerce payment gateway right from the invoice. Automated reminders chase late payers for you, so you can stop sending awkward follow-up emails.
- ACH direct to your bank, plus Stripe & PayPal
- WooCommerce gateway support for even more options
- Before-due and after-due automatic reminders
- Bank-deposit uploads for offline payments
Give every client a self-service home.
Turn on portal access in one click. Clients log in to review and accept estimates, sign documents, pay invoices, track projects and send new project requests that land right in your pipeline.
- One-click client access with automatic invite email
- Clients see what they paid and what they owe
- Discussions, shared files and notes in one place
- Custom project requests flow into your deal pipeline
Productize your services and let clients order online.
Publish one-time or recurring service packages with clear deliverables and pricing. Collect the project brief with custom intake forms, cap request volume per package, and manage every order and request from one board.
- One-time and recurring service packages
- Custom intake forms: text, number, date, multi-select and more
- Request limits per package to protect your capacity
- Order and request statuses your clients can follow
Enterprise power without the enterprise price tag.
No add-ons, no feature tiers. Every account gets the complete platform.
Team roles & permissions
Admin, Manager and Staff roles with capabilities you can fine-tune, plus a dedicated client role.
Custom fields
Add your own fields to leads, deals and projects so the CRM fits your business.
Notifications
In-app and email alerts for activity across the CRM, with editable templates.
Tasks & scheduling
Plan calls, meetings and to-dos with priorities, checklists and due dates.
Website lead capture
Connect supported contact forms so new inquiries become leads automatically.
Import & export
Bring your data in from CSV and export leads anytime for email marketing.
Multi-currency & tax
Bill in any currency and language with local, country and per-item taxes.
Recurring billing
Automatic subscriptions through PayPal and Stripe with flexible intervals.
Your own email (SMTP)
Send estimates, invoices and reminders from your own mail server.
Public REST API
Secure application-password access to leads, deals, clients, projects, estimates, invoices and tasks.
Print & PDF
Print or download any estimate or invoice as a clean, ready-to-send PDF.
Projects
Track status, tags, budgets, tasks, files, estimates and invoices per project.
Replace three subscriptions with one.
Teams typically stitch together a CRM, an accounting tool and a project app, then pay extra for eSignature. Enterprised Cloud includes it all.
Based on publicly listed entry-level starting prices for a single user as of 2026; competitor costs rise with team size and higher tiers. Salesforce, QuickBooks and Procore are trademarks of their respective owners.
Made for businesses that sell services, projects and expertise.
Freelancers
Quote, sign, invoice and get paid without juggling apps.
Agencies
Run every client, project and retainer from one shared workspace.
Consultants
Win engagements with polished proposals and fast approvals.
Contractors & trades
Estimate on site, collect signatures on a tablet, bill on completion.
Service businesses
Sell packages online and manage orders and requests end to end.
Product sellers
Track customers, send invoices and accept payments in any currency.
One plan. Everything included.
No tiers to compare and no paywalls. Your whole team gets the full platform for one flat monthly price.
- Unlimited users, customers & transactions
- Full CRM, deal pipeline & projects
- Unlimited estimates, invoices & eSignatures
- ACH, Stripe, PayPal & WooCommerce payments
- Client portal, service packages & public API
- Instant setup, no onboarding fees
30-day free trial · No credit card required
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Cancel anytime. Try the full platform risk-free for 30 days.Is there really just one plan?
Yes. Every account gets the complete platform: CRM, deal pipeline, projects, estimates, invoicing, payments, eSignature, client portal, service packages and API, for $29/month with no setup fees.
Is there a limit on users or customers?
No. Add unlimited team members, clients and transactions. Use Admin, Manager and Staff roles to control what each person can see and do.
Are the eSignatures legally binding?
Yes. Enterprised eSignature is UETA, ESIGN and GDPR compliant, and every signed document includes a signature certificate and a full audit trail.
What payment methods can my clients use?
ACH bank transfer, credit and debit cards through Stripe, PayPal, and any WooCommerce-supported gateway. You can also accept offline bank deposits.
Can I bring my existing data?
Yes. Import leads from a CSV file, capture new ones from supported website forms, and export your data whenever you want.
Does it work on mobile and tablets?
Yes. The app, the document builder and the client portal are responsive, so you and your clients can work and sign from any device.
Can I cancel anytime?
Yes. There are no contracts. Start with a 30-day free trial and cancel whenever you like.
Run your whole business from one cloud app.
Set it up in minutes. Your first 30 days are on us.