Staff seats and customer records are limited by your plan. Check limits before a hiring wave or bulk import.Invite staffOpen Setup → Staff.Create a staff member with email, role, and permissions....

Leads capture early opportunities; proposals turn interest into an accept/decline decision.LeadsAdd a lead with source, status, value estimate, and assigned staff.Move the card through short, meaningful pipeline statu...

Quickflow covers the commercial loop from opportunity to paid work.Proposal — scoped offer the client accepts online.Project — delivery container for tasks, milestones, files, and timesheets....