From first lead to paid invoice.One connected workspace.
Follow one client — Northwind Studio — through Collaborete. Every step hands off to the next, so nothing gets exported, re-typed or lost between tools.
1Step 1 of 6 · Win
Win the client
Leads arrive from forms, live chat or import and move through your pipeline. When Northwind says yes, they become a client with portal access — and a project — in one click.
- Lead pipelineSeven stages, bulk import, full history.
- Forms & live chatCapture enquiries straight into the CRM.
- Services & ordersPackage what you sell and track each order.
- Client portal inviteClients get their own login from day one.
Lead pipeline
15 openBrightline Co.
Oak & Ivy
Lumen Labs
Northwind Studio
Brand refresh + launch
$4,800
Harbor Goods
2Step 2 of 6 · Plan
Turn the brief into a plan
Paste what the client asked for. AI breaks it into prioritised, estimated tasks — or start from one of your project templates.
- Brief → tasksPriorities, types, platforms and estimates.
- Project templatesReuse the setup that already works.
- Task types & platform tagsReels, posts, ads — by channel.
- Content calendarEvery scheduled post across projects.
3Step 3 of 6 · Deliver
Run the work on one board
The team moves tasks across the board while the client reviews and approves from their portal. Files, decisions and blockers stay next to the work.
- Kanban & list viewsDrag work across stages or scan a list.
- Client approvalsApprove or request changes in the portal.
- Files & knowledge baseBriefs, assets and docs per project.
- Issues & decisionsKeep blockers and agreements on record.
Brand identity refresh
Q4 landing page copy
Client onboarding deck
Instagram campaign
Competitor analysis
Logo files export
Discovery call notes
4Step 4 of 6 · Track
Keep time and capacity honest
One-click timers log every hour against the task. Workload is weighted by hours and priority, so you can rebalance before anyone burns out.
- One-click timersStart, stop, or add time manually.
- Workload by hours × priorityReal capacity, not task counts.
- Remote workersRates, timesheets and payouts.
- Leave requestsTime off requested and approved in-app.
02:34:17
Instagram campaign · John D.
Team capacity
5Step 5 of 6 · Automate
Let the follow-up run itself
When something slips, automations notify the right person, update the status and keep the client informed — without anyone remembering to.
- Triggers & conditionsStatus changes, approvals, due dates.
- Notify, email, assignRoute updates to team and client.
- Ready-made templatesCommon agency workflows, one click.
- Outbound webhooksPush events to any other system.
Automation · Overdue follow-up
6Step 6 of 6 · Get paid
Get paid and report back
Invoice from the hours and services you delivered, collect payment online, and send the client an AI-drafted report of what got done.
- Branded invoicesTemplates, your logo, one-click mark paid.
- 5 payment gatewaysStripe, PayPal, Paddle, SSLCommerz, bank.
- AI report draftsWeekly and client-ready summaries.
- Your choice of AI modelSeven providers, with OpenRouter pricing shown.
Invoice
INV-0042
Northwind Studio
Billed Oct 1 · Paid Oct 6
| Item | Qty | Amount |
|---|---|---|
| Brand identity system | 1 | $2,400 |
| Launch campaign — 6 weeks | 1 | $1,800 |
| Strategy workshop | 4h | $600 |
Plug in the toolsyou already use.
One settings panel connects your payment processor, email provider, AI model and messaging service. No developer needed.
Payments
Email & marketing
AI providers
Messaging & analytics
All configured from Settings → Integrations
Enterprise security.Without the enterprise price.
Two-factor auth
TOTP-based 2FA for every member
IP allowlist
Restrict access by IP range
Audit log
Full action history, always on
Data isolation
Every workspace strictly isolated
Session control
View and revoke active sessions
98.9% uptime SLA
Enterprise-grade reliability
Everything your team needs.Nothing you don't.
Projects & tasks
- Kanban boards & task lists
- Custom task types & priorities
- Platform tags (IG, TikTok, FB…)
- Issues & blockers tracker
- Decisions log
- Approval workflows
- Content calendar
- Knowledge base per project
- File storage per project
- Meeting management
- Activity feed
- My Work view
Clients & revenue
- Client CRM & onboarding
- Lead pipeline (7 stages)
- Bulk import leads & clients
- Orders & service catalog
- Branded invoice editor
- Invoice templates
- 5 payment gateways
- One-click mark paid
- Client portal chat
- Support ticket system
- Custom forms & submissions
- Live chat widget
Team & access
- 5 built-in roles (Owner → Guest)
- Custom roles & permissions
- Workspace invite by email
- Remote worker management
- Role-based visibility
- Workspace switcher
- 2FA authentication
- Session management
- IP allowlist
- Audit log
- Data export
- SSO-ready
Automation & AI
- No-code automation builder
- Custom triggers & conditions
- Multi-step workflows
- Scheduled reports
- AI task generation (NL)
- AI project health summary
- AI weekly report draft
- 7 AI providers supported
- Outbound webhooks
- Google Analytics 4
- Google Tag Manager
- API access + docs
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