Preview what the client will see
The editor and the client preview sit side by side, so a proposal is checked the way it will be read.
Software and systems / Case study
Leads To Sales Owner Portal
The portal we run our own business from: proposals, invoices, payments, subscriptions, tasks and the calendar.
- Type
- Software and systems
- Status
- Live portal
The situation
What needed
to work better.
A small agency sends proposals, bills clients, tracks subscriptions and assigns work across several tools. Each one holds a piece of the same client relationship.
- 01
A visual proposal editor builds a client proposal from sections, with design controls for layout, color and type, and a client preview before anything is sent.
- 02
A payment processor view shows recent payments, invoices, subscriptions and payouts, and invoices can be created from it.
- 03
Recurring subscriptions are tracked with their plan, renewal date and status.
- 04
A task calendar assigns work to companies, services and departments, with month and week views.
01 / 3
Proposals
Build, style and preview a client proposal before it is sent.
02 / 3
Billing
Payments, invoices and recurring subscriptions. Client names and amounts are blurred.
03 / 3
Tasks and calendar
Work assigned to companies, services and departments.
Decisions
Choices that
shaped it.
Keep money and work in one place
Invoices, subscriptions and tasks share the same client and service records, so billing and delivery do not drift apart.
Credit and sources
Who did what, and where to look.
Our part
Built by Leads To Sales for its own use.
Leads To Sales product.
Sources
Notes on this page
- Only the screens shown here are public; the product itself sits behind a sign-in. Client names and amounts are blurred.
Make repeated work easier. If you manage clients across several tools, a single portal built around your own process can replace the juggling.
More work
Keep looking.
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Take the next useful step
Let’s build what’s next
What should work
better in your business?
Bring us the bottleneck. We’ll talk through the work, the people, and what a useful next step could look like.