Proposals to profit, for every client project.
Track proposals through a pipeline, run client projects with milestones, bill retainers and stages with online payment, and see the profit on every engagement.
Client
Northwind Supply
- Discovery
- Design
- BuildIn progress
- Launch
Sound familiar?
The same three problems come up in almost every business like yours. Here is how each one changes.
- The old way
Proposals go out and nobody tracks which ones are still live.
With grewrayA pipeline with the value of every open proposal and a next step on each.
- The old way
Retainer invoices go out late every month.
With grewrayRetainer and milestone invoices with a Pay now link, and reminders when late.
- The old way
You learn a project lost money at the end of the quarter.
With grewrayInvoices and costs on every project, so the margin is visible as you go.
The work, in the order it happens.
- 1
Proposal
Send the proposal with a secure link the client accepts online.
- 2
Win
The accepted proposal becomes a project, with the scope carried over.
- 3
Kickoff
Set the milestones, the owners and the dates.
- 4
Delivery
Deliver against milestones, and share progress on the client's page.
- 5
Billing
Bill retainers, milestones and expenses, and see the project's profit.
How grewray runs it.
Each part of the core, doing the job your business needs from it. Open any one to see it in full.
A proposal pipeline
Every open proposal, its value and its next step.
Projects with milestones
Each engagement with its stages, notes, files and profit.
Retainers and milestones
Invoices paid online, with reminders sent for you.
Roles for your team
Consultants see their projects; only owners see the whole book.
Useful before you even sign up.
Free tools built for this kind of business, and the offer that makes switching painless.
- Free toolHourly rate calculatorThe rate that covers your pay, your overheads and your unbillable time.Open
- Free toolProfit margin and markup calculatorPrice from a cost at the margin you want, or check a price you charge.Open
- MigrationBring your data with youSend us your spreadsheets or exports and we move everything in for you, free.Open
Common questions.
Do agencies and consultancies need an industry pack?
No. Agencies and consultancies run on grewray's core today: leads, scheduling, jobs, invoicing with online payment, expenses, files and team access. Custom fields cover the details particular to your work.
Is grewray a project management tool?
It covers what a small agency needs to deliver and bill: projects, milestones, notes, files and a client progress page. If your team plans its tasks in a dedicated tool, keep it, and let grewray run the client, the money and the milestones.
Can I bill expenses back to clients?
Yes. Record expenses on the project with the receipt, and add them to the client's next invoice.
Can clients see progress?
Yes. Share a secure page with milestones, dates and chosen files. The client needs no password and never sees your internal notes or costs.