Proposal tracking and client follow-up for freelancers
Send polished proposals, contracts, invoices, and project updates with clear signals about what clients opened, viewed, and ignored.
- Know when proposals get reviewed
- Follow up on quotes and invoices with context
- Reuse proven client messages
A visual operating path for this buyer
Each solution route pairs buyer-specific copy with a workflow board that shows the message, signal, and follow-up path.
Audience and message
Share a tracked proposal or scope document from the inbox.
Signal watchlist
Pricing section viewed
Follow-up queue
Use templates and signature requests to get approval and start work sooner.
Built for the way this team sends
Tracking, documents, signatures, campaigns, templates, CRM context, and AI assistance fold into the inbox workflows your team already uses.
Proposal visibility
Track proposal emails, document views, and pricing-page attention before the next client follow-up.
Contract send-off
Send signature requests and monitor status without splitting the workflow across tools.
Client reminders
Use unopened and no-reply reminders for approvals, feedback, deliverables, and payments.
Reusable client templates
Save messages for introductions, proposals, kickoff, status updates, renewals, and testimonials.
From send to follow-up
Every route runs on the same product surface: send from the inbox, capture the signal, act with context.
Send the proposal
Share a tracked proposal or scope document from the inbox.
Watch the client signals
See opens, document views, clicks, and follow-up reminders in one place.
Move the project forward
Use templates and signature requests to get approval and start work sooner.
Bring email intelligence to freelancers
Start with tracking and templates, then add campaigns, documents, signatures, mobile alerts, and admin controls as your workflow grows.
14-day trial • No credit card required • 2-minute setup