For consultants
For consultants who bill by the project, not the app.
Proposals, retainers, invoices and books shouldn't mean four subscriptions. BuddyWorkflow keeps your client relationships and your finances in one login.
One login replaces
A CRM and pipeline for dealsProposals & e-signaturesInvoicing and retainersBookkeeping for taxes and profit
Pipeline from lead to signed
Track proposals through your pipeline, get them signed online, and turn them into invoices — all on the client's record.
Retainers & milestone billing
Recurring and milestone invoices handle retainers and phased engagements, with payment history in one view.
Marketing Analytics when you're ready
See which channels actually bring in revenue by tagging invoices to campaigns — no spreadsheet gymnastics.
Savings calculator
What are you paying now?
$75/mo
$49/mo
$12/mo
$15/mo
8 hrs/mo
$50/hr
You'd save
$1,548/year
Your stack costs $1,812/yr. The same jobs on BuddyWorkflow: $22/mo.
Books and invoicing are free forever. You'd switch on Bookkeeping Automation, Client CRM, Scheduling, Contracts & e-sign, Marketing Analytics — that's $37 of modules, so you're on Pro at $22 instead, with everything unlocked. Switch on everything and you still pay $22. That also gives back ~96 hrs/yr, worth about $4,800 of your time.
Common questions
Can I send proposals for signature?
Yes — proposals and contracts support built-in e-signatures, with a signed copy stored on the client's record.
Does it track profit by client or project?
Yes. Invoices and payments tie to clients, and your books show income, expenses and profit over any date range.
What does it cost?
Books are free forever. Pro is $29/mo and card processing is at cost with zero markup.
Run your whole business from one login.
Free forever for your books. Card processing at cost — zero markup — and free bank transfers on paid plans.
Start free →