From Signed Scope to Recurring Revenue
Client & Lead CRM
Track prospects through your pipeline and keep every client's contacts, communications, and project history in one shared place your whole team can see.
Proposals & E-Signed SOWs
Send branded proposals and statements of work for legally binding e-signature, then turn the approved scope into a project and an invoice in one click.
Project Boards & Milestones
Plan delivery on visual boards, assign tasks, and track milestones. Give clients optional view access so status updates don't turn into another email thread.
Retainer & Milestone Billing
Automate monthly retainer invoices and bill projects per milestone. Accept card and ACH payments online so receivables don't stall your cash flow.
One Platform Instead of a Tool for Every Step
Stop stitching a CRM, an e-sign app, a project tool, and an invoicing app together. Tabsy runs the whole client lifecycle in one place.
- CRM, contracts, projects, and billing in one connected platform
- Flat pricing from $39/month (Express) or $70/month for 2 users (LPM)
- Every feature included at every tier — you pay by team size, not by feature
- Recurring retainer billing with online card and ACH payments
From Discovery Call to Renewing Retainer
Agencies and IT-services shops lose margin in the seams between tools — a proposal in one app, the SOW in another, the project somewhere else, and billing in a fourth. Here's the same lifecycle running in one place in Tabsy.
- Qualify the lead. Move the prospect through your pipeline in the CRM, with every call note and email thread on one shared record so the account isn't trapped in one person's inbox.
- Send the proposal and SOW. Build a branded proposal with a scoped statement of work, send it for legally binding e-signature, and the moment it's signed you have an approved scope you can turn into a project — no retyping.
- Run delivery on a board. Spin up milestones and tasks from the SOW, assign your team, and give the client optional view access so "where are we?" stops being a weekly email.
- Bill the way you sold it. Invoice per milestone on a fixed-bid build, or set a recurring monthly invoice for a managed-services retainer that bills itself. Clients pay by card or ACH online.
- Keep the recurring revenue clean. See at a glance which accounts are on retainer versus one-off project work, which renewals are coming, and which invoices are outstanding — the numbers that decide whether next month is predictable.
The Pain Behind "We Use Five Tools for This"
Scope creep with no paper trail
"Can you just also…" turns a fixed bid into unpaid work. When the signed SOW and every change order live on one record, the boundary — and the basis to bill for crossing it — is documented.
Retainers that quietly slip
A managed-services retainer that doesn't auto-invoice is a renewal you'll eventually forget to send. Recurring invoices bill on schedule so recurring revenue actually recurs.
Status lost between apps
When the proposal, project, and invoice live in three systems, nobody can answer "where does this client stand?" without opening all three. One platform keeps the whole account in view.
A Five-Person IT Services Shop
Picture a small managed-services provider taking on a new client. The lead comes in, moves through the pipeline, and gets a proposal with two pieces: a one-time $12,000 network migration scoped as a fixed-bid project, and a $1,500/month managed-services retainer. The client e-signs the SOW. Tabsy turns the migration scope into a project with milestones — assessment, cutover, validation — and the team bills each milestone as it completes. The retainer is set up as a recurring monthly invoice that goes out automatically and is paid by ACH. Three weeks in, the client asks to also migrate a second office; that's a change order — a new signed quote referencing the original project, billed separately. At month-end, the owner opens one screen and sees which clients are on retainer, which renewals are due, and which invoices are still open, instead of reconciling four tools.
Illustrative example. Tabsy does not publish customer counts, testimonials, or outcome statistics we can't substantiate.
Technology Software FAQ
From Proposal to Paid, on One Platform
See how Tabsy connects contracts, projects, and billing. Book a demo or get started today.
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