Leads & pipeline
A lightweight CRM: stages, owners, notes and estimated value. Convert a won lead into a client and its details carry straight over.
Features
One tool, the whole agency.
Everything below shares one login, one client list and one set of permissions — so the pieces work together instead of just sitting next to each other.
Win the work
AI lead scoring
Ask Binx to read a lead's site and score the opportunity, with a short summary you can act on.
Keep clients close
Client records
Contacts, status, history and everything billed — one page per client, always current.
Live client portal
A branded space where each client sees their projects, files and invoices — and pays without an email thread.
Threaded messaging
Conversations tied to a client or project, so context never gets lost in someone's inbox.
Do the work
Project boards
Task lists, assignees and due dates in a board your whole team reads at a glance.
Collaboration canvas
A Milanote-style wall per project — notes and images the team and client arrange together in real time, with comments and reactions on every card.
Files & versions
Upload, organise and share assets against the project they belong to. Clients get exactly the ones you choose.
Get paid
Invoicing
Your prefix, padding, currency and terms. Draft from a project, send, track partial and overdue payments.
AI reminders & summaries
Draft a payment reminder or a client-ready project update in a click — you edit and send.
Notifications
In-app and email alerts for the things that matter — an assigned task, a paid invoice, a new message.
See it with your own projects.
Spin up a workspace and add a client — it takes a few minutes.