AI lead prospector New
Describe your ideal client and Binx finds matching businesses, backed by Google Places data when you connect it. Save searches and rerun them whenever the pipeline runs low.
Agency operating system
Run the whole agency from one calm place.
Binx Portal takes you from the first lead to the final invoice. Find prospects with AI, send proposals clients sign online, run projects they approve in a live portal, and get paid, all in one workspace.
Free plan available · no card required · your data stays yours.
Built for the way small agencies actually work
Lead to paid
One thread from first hello to final invoice.
Every step picks up where the last one left off, so a lead's details become the proposal, the client, the project and the invoice without anyone re-typing them.
- 01
Find the lead
Tell the AI prospector who you want to work with. It finds real businesses that fit, and you save the search to run again.
- 02
Send the proposal
Line items, tax and a valid-until date, pre-filled from the lead or client. They review and sign from a link.
- 03
Run the project
Boards, files and a shared canvas where clients approve work, all inside a portal branded as yours.
- 04
Get paid
Invoice from the project with the client's details already filled in. They pay straight from the portal.
New in Binx Portal
Win more work, and close the loop with clients.
The latest additions cover the parts of agency life that used to happen in other tools: finding clients, pitching them, and getting a clear yes on the work.
Proposals with e-sign New
Build a priced proposal, send one link, and see when it's viewed. Clients sign or decline online, and it's filed on their client record and in their portal.
Seamless client approvals New
A guided review bar walks clients through every card waiting on them, on a Miro-style canvas with pan, zoom and a minimap. They approve, request changes, or pin a comment anywhere on the board, and everyone sees it the moment it lands.
A dashboard you arrange New
Drag, reorder and hide widgets until the home screen shows what you care about, including your tasks and one-click quick actions.
Recipient auto-fill New
Pick a client and their contact details drop straight into the proposal or invoice. No more copying emails between tabs.
See the full feature tour
Everything Binx does, grouped by the part of the agency it serves.
Explore featuresOne workspace
Everything the agency runs on, together.
No more stitching a CRM to a proposal tool to a task board to a folder of spreadsheets. It's all here, and it all talks to itself.
Leads & AI prospecting
Find prospects, track the pipeline, and turn a won lead into a client without re-typing a thing.
Proposals
Priced, signable proposals that live on the client record and follow them into the portal.
Clients & portal
A tidy record for every client, plus a live portal where they see projects, files, proposals and invoices.
Projects & canvas
Boards, tasks, versioned files and a Miro-style canvas with a guided review bar that makes client approvals seamless.
Invoicing
Draft, send and track invoices with your numbering and terms. Clients pay from the portal.
Your dashboard
A home screen you arrange yourself, with AI assist on hand to draft, summarise and score within a budget you set.
Client portal
Give clients a window, not your inbox.
Every client gets a branded portal with exactly what they should see: project progress, shared files, proposals to sign and invoices to pay. Nothing they shouldn't.
- Live project status and shared files
- Proposals they can review and sign
- Invoices with pay-from-portal
- Threaded messages that keep context
Collaboration canvas
Client sign-off, made seamless.
A Miro-style canvas with pan, zoom and a minimap, so clients never get lost in a big board. A guided review bar walks them through every card waiting on a decision, and they can pin a comment anywhere on the board, not just on a card, to flag something before it is even up for approval.
- A review bar guides clients through every pending card
- Pin comments anywhere on the board, not just on cards
- Request, approve or reject any card, live with the team
Dashboard
Start the day on a screen you designed.
Drag widgets into the order you want, hide the ones you don't, and keep your own tasks and quick actions a click away. Each teammate's layout is their own.
- Drag-and-drop, hideable widgets
- My tasks and quick actions at a glance
- Saved per person, not per agency
Invoicing
Bill without leaving the workspace.
Your numbering, your terms, your currency. Pick the client and their details fill themselves in, then send and watch payments land, with reminders you can draft in a click.
- Recipient details auto-filled from the client
- Partial payments and overdue tracking
- Clients pay straight from the portal
Give your agency one place to run from.
Set up your workspace in a few minutes. No card required.