Leads, clients and projects in one pipeline.
SEPIA CRM · CLIENT SERVICES
From the first lead to the paid invoice.
Book it. Sign it.
Get paid. Follow up.
Manage leads, clients, projects, documents, invoices, and follow-up from one workspace.
For consultants, coaches, agencies, law.
Contracts signed online, and invoices paid to your own Stripe account.
Calls and emails on the client’s timeline, with the follow-up drafted for you.
ONE CLIENT, START TO FINISH
How a client
moves through it.
- 01
Book it
The lead books a consult on your booking page.
- 02
Sign it
The engagement letter or contract is signed online.
- 03
Get paid
Invoices are paid by card, straight to your own Stripe account.
- 04
Follow up
The assistant drafts the next message. You confirm.
Other kinds of business
SEPIA CRM FOR CLIENT SERVICES
Book it. Sign it.
Get paid. Follow up.
Bookings, contracts, invoices, texts and calls on one client record, paid straight to your Stripe.
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