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.
Track prospects through your pipeline and keep every client's contacts, communications, and project history in one shared place your whole team can see.
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.
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.
Automate monthly retainer invoices and bill projects per milestone. Accept card and ACH payments online so receivables don't stall your cash flow.
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.
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.
"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.
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.
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.
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.
See how Tabsy connects contracts, projects, and billing. Book a demo or get started today.
Get Started TodayLast updated: June 2026