From first quotation to final invoice — and every client touchpoint in between.
Create, send and track professional invoices with 5 branded PDF templates. Multi-currency, tax, and discount support built in.
Approve a quotation and convert it to an active invoice in one click. All line items, taxes and discounts carry over automatically.
Assign, prioritise and track deliverables across every project. n8n automation fires alerts the moment a high-priority task is created.
Monthly billing trends, outstanding balances, and collection rates — summarised the moment you land on the dashboard.
Full contact profiles, billing history, project log and notes — everything in one place so your team never loses context on a client.
Auto-send branded WhatsApp or email coupons to new customers and schedule weekly or monthly promotions — zero manual effort.
Run multiple brands or departments from a single account. Each workspace has its own agency profile, currency, logo and settings.
From product catalog to purchase order to GST-compliant invoice — track every rupee moving in and out of your agency.
Maintain a full product catalog with SKU, categories, HSN/SAC codes, purchase & selling prices. Auto-deduct stock on every sale with low-stock alerts sent instantly via n8n.
Create sales orders linked to CRM clients, auto-calculate tax & discount, record payments, and print professional invoices instantly — with full payment history per order.
Raise purchase orders to vendors, track delivery status, update received stock automatically, and reconcile against vendor invoices — keeping your books accurate without manual entry.
Professional tax invoices with IGST/CGST/SGST breakdowns, HSN/SAC codes, bank details and digital signature. PDF download in one click — compliant with Indian GST regulations.
Log agency expenses by category, attach receipts, track employee reimbursements, and see a monthly P&L breakdown — all reconciled against your invoices.
Monthly P&L, revenue trends, top clients, collection rate, inventory valuation, and sales vs purchase summary — the numbers your accountant and your CFO both need.
Connect your agency's operations to any service through webhooks, WhatsApp, SMTP and Slack — without writing a line of glue code.
New customer saved, task priority changed, quotation approved — each fires a webhook to your n8n instance instantly.
POST /api/coupon_automation.phpMySQL node reads live data. Logic branches on trigger type, workspace ID, and the customer record to personalise every message.
WhatsApp API, branded email PDF, SMS and Slack notification dispatched in parallel — with send history logged back to ITQ Manager.
Every automated send is timestamped in the coupon send log. Filter by trigger type, channel and status from the Automations page.
Template messages with {{customer_name}}, {{coupon_code}} & {{agency_name}} pulled live from Settings
HTML email with your agency logo, color and signature baked into every send
Plain-text coupon messages to mobile, with full delivery status reporting
High-priority task alerts and invoice overdue pings to your team channel
Weekly & monthly coupon campaigns with auto-expiry cleanup of stale quotations
Your agency name, logo and currency from Settings — printed on every PDF automatically.
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Forever free
For freelancers and solo designers just getting started.
per month
For growing agencies that need everything, unlimited.
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Join 2,400+ design agencies that bill faster, automate follow-ups and never lose track of a client again.