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84
Ability to save contracts as templates
Ability to save custom contract as template.
8
5
End-to-end automation
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.
1
127
Client portal
under review
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.
12
6
More design options in proposals
The builder needs to avail graphic elements, more flexibility with bullet points, top banner designs, different layout opportunities.
0
24
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.
1
77
Scheduler (like Calendly)
I want the ability to add a 'calendly' type calendar so that my clients can reserve time/appointments.
5
2
Kanban board for projects
I would like the kanban board view for projects, the same as tasks
0
88
Mobile access
in progress
I'm interested in being able to use Indy when I'm on the go either through an app or web browser.
10
3
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.
0
12
Ability to attach files to tasks
I would like to be able to link or attach files and images to tasks.
2
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