Manage clients, proposals and follow-ups in one focused workspace.
Free is $0 forever. Choose monthly or yearly Pro when you need more capacity.
A practical client workflow for independent professionals.
No card required. Sign in with a free Google account.
Or $144 / year · save 20%
Spend less time organising work: turn client approvals into clear next steps.
Optional rules create internal tasks on saved changes. You stay in control of messages, contracts and payments.
Recurring subscription. Taxes, total and renewal terms are shown at checkout. Cancel through Manage subscription.
Every screen answers one practical question: what should happen next?
Add a client yourself, import a CSV, or share a public inquiry form that needs no client account.
Keep contact details, source, priority, budget, notes, tasks and follow-up dates together.
Build a clear scope and price, download a PDF, or share a private link for a client decision.
See proposal views, receive client messages and keep a simple project status on the same link.
Share a private link with the scope and terms. Your client can review the proposal, accept or decline it, and leave a message. Their decision appears in your workspace.
Explore the client workflow →Move work through clear stages, filter what needs attention and keep different currencies honest.
Review conversion, proposal decisions, open tasks and lead sources without pretending to predict revenue.
Each account has its own workspace. Export contacts or a complete backup whenever you need it.
Stop rebuilding client context across notes, messages and spreadsheets.
See the freelancer workflow →Keep discovery, scope, price, decisions and next actions connected.
See the consultant workflow →Use one clean operating view before adding heavyweight software.
Explore every feature →Yes. Open the interactive demo on phone or computer. It uses sample data and resets when you reload.
Sign in with a free Google account. You can also use ChatGPT as a backup option. Your saved workspace is separate from the public demo.
No. LeadPilot prepares editable replies and opens your email or phone app. You remain in control of every message.
Yes. Share your public inquiry form. Clients can submit a request without ChatGPT, and the inquiry appears in your workspace.
Create a private proposal link or PDF. The private link lets a client review the scope, price and terms, accept or decline, and leave messages. It is not an electronic-signature service.
Yes. Import a CSV, review it before saving, and export a CSV or full JSON backup whenever you choose.
No. The current product uses editable templates and optional internal workflow rules. It does not require AI credits or an OpenAI API key.
Optional Pro workflows create internal kickoff tasks after an accepted proposal and a dated follow-up after project completion. They run on saved changes, not through paid email or SMS services. Checkout availability is shown in the pricing section.
Free is $0 forever: 100 contacts, 25 active deals and 3 new proposals per UTC calendar month. Pro is $15/month or $144/year when checkout is available. Existing users receive a 30-day transition period; saved data is never deleted when limits change.