Step 1
Qualify lead
A qualified project receives an agreed fee and billing entity.
Illustrative workflow / Projects & billing
A day in the
workflow.
Organise clients, project work, billable time, invoices and client visibility in a workspace tailored to your commercial model.
Fictional scenario. This is a marketing walkthrough, not a customer case study or a live CRM.
Step 2
Track work
The team records work and time against the project.
Step 3
Review fees
The owner reviews what is billable before preparing an invoice.
Step 4
Draft invoice
The client sees the agreed project information through a scoped portal.