Feature · Client management
Every relationship, one timeline
Client records appear as you work. Open a contact to see proposals, contracts, and invoices together — so follow-ups and next steps aren’t buried in email.
CRM that fills itself
As you create proposals and invoices, clients stay linked to the work. Browse your client list or open a record to see what’s draft, pending, approved, or paid.
app.docora.io
Clients
CRMHarbor Studio2 proposals · 1 invoice
Northwind Labs1 contract · Paid
Brightline CoDraft proposal
Pipeline context on the home dashboard
See what needs attention — change requests, stale proposals, unpaid invoices — without opening five different tools. Your clients and documents stay in one workspace.
app.docora.io
Home
Pipeline overview
Pending
$12.4k
Approved
$8.1k
Unpaid
$3.2k
Needs attention
- Acme — changes requestedReview
- Northwind proposal stale3d
Revenue (30d)
Keep your book of work together
Start free and grow your client list as you send proposals — history builds as you work.
Start free