Five pricing models
Price each service the way the work is scoped.
- Packages
- Tiered
- Hourly
- Quote
- Free
Features
12 areas and 78 features, from the first page view to the monthly report.
01 · Store
Each service gets its own page, priced the way you sell it.
Read the docsPrice each service the way the work is scoped.
Buyers choose on the same page.
Quantities, volume discounts and extras that speed delivery.
Draft, private or public, with a live preview.
Files delivered on their own once paid.
Your questions, answered right after paying.
From page view to paid, and where they leave.
Margins for you. Never sent to a client.
02 · Checkout
An order exists only once the payment provider confirms it.
Read the docsPaste your keys. Webhooks register themselves.
Clients pay your wallet, your team confirms.
A sign-in code by email. No password to invent.
Percent or fixed, with limits and end dates.
Your tax rate, registration and processing fee.
Never silently converted.
Open or closed, with Turnstile against bots.
03 · Orders
The work moves each order forward. Your team can always step in.
Read the docsBriefs, hand-overs and approvals move the order.
The client approves or asks for changes.
Closes itself when the client goes quiet.
Remind every waiting client at once.
Approve with a refund, or decline with a reason.
Ask how you did after each delivery.
Files, notes, invoices and margin in one place.
Search, filters, bulk actions and CSV.
04 · Workflow
Plan, assign and track the work behind each order.
Read the docsKanban with subtasks, priority, due dates and comments.
Orders, revisions, tickets and payments become tasks.
Attach one to new orders, per service.
What needs a decision, and what is late.
Press ⌘K to jump to anything.
05 · Messages
Talk to clients per company and per order. Team chat lives here too.
Read the docsPlus team channels and direct messages.
See who is online and who is typing.
A priced offer in chat. Accept and pay.
Nudges when someone is waiting for a reply.
Reactions, files and one-click answers.
Signed links that expire. All in one place.
06 · Support
Tickets with response targets and saved replies, in the same portal.
Read the docsStatuses, priority, assignee and search.
Counted in your business hours only.
Client emails arrive as tickets.
Talk privately and tidy the queue.
Auto-reply, auto-close and a rating on close.
07 · Billing
Gapless numbering, pay links and renewals that bill themselves.
Read the docsGapless INV and CN numbers, voids and refunds.
Anyone with the link can pay. No account.
Part payments, refunds to card, PayPal or credit.
Overpayments become credit, spent first next time.
Each renewal raises the invoice and the order.
Overdue, renewal and expiring card emails.
08 · Finance
Profit and loss, expenses and reports, without a spreadsheet.
Read the docsRevenue, costs, gross and net, month by month.
Receipts, links to orders, recurring costs.
Which services earn their keep.
On-time rate by month, client and person.
Written for every client, every month.
Export orders, invoices, expenses and more.
09 · Growth
Capture leads, see where buyers come from, reward who sends them.
Read the docsNew to won, with source and value.
Your site’s forms send leads straight in.
A thank-you, then days 2, 5 and 10.
Short links and a funnel to paid.
Meta Conversions API and Google Ads export.
Partner links, commissions and payouts.
17 field types, rules and multi-page.
10 · White-label
Your logo, colours, words and domains. Clients never see ours.
Read the docsFive logo slots and two colours, everywhere.
portal.youragency.com, on your server.
Reorder, rename, hide or add links.
Pick the cards, add a welcome and video.
“Orders” can read “Projects”.
Edit each one with a live preview.
11 · Security
Fine-grained roles for your team, scoped access for clients.
Read the docsSix built-in roles, plus your own.
Owner, admin, member and viewer per company.
Sign-in codes, Google and two-factor.
Read-only, 30 minutes, reason logged.
Every key encrypted at rest.
Refuses to run as a superuser.
12 · Self-hosted
One command installs it, one more updates it. Your data stays put.
Read the docsDocker, passwords, HTTPS and the download, done.
License, agency, colours and owner account.
Hide what you do not use. Data stays.
Renewals and reminders run on their own.
76 notification types, in-app and email.
One command each.
Only a license check-in leaves.
Next.js, NestJS, PostgreSQL, Docker.
Get ClientOS and run sales, delivery, billing and support from one place you own.