I'd like to be able to automate my entire workflow process, where once a client completes a stage, they're automatically pushed into the next step. Proposal sent > form follows > contract signed > invoice sent.
I’m looking for a business management system to better streamline my freelancing business but I’m looking for one that gives my clients access to workspaces.
More design options in proposals
The builder needs to avail graphic elements, more flexibility with bullet points, top banner designs, different layout opportunities.
Ability to generate an invoice from an approved proposal
I'd like to be able to convert a proposal to an invoice after the fact. The option used to exist.
Scheduler (like Calendly)
I want the ability to add a 'calendly' type calendar so that my clients can reserve time/appointments.
I'm interested in being able to use Indy when I'm on the go either through an app or web browser.
Form automation to automatically create client profiles
When someone fills out a form, I'd like a client profile to automatically be created in the Indy CRM.