The CRM that doesn't make you feel like you need a CRM.
Send proposals, get contracts signed, collect invoices, and track your time. All in one place. No setup maze, no per-seat pricing, no features you'll never touch.
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Used by freelancers who got tired of paying $79/month for software built for agencies.
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INV-0042
PaidAcme Creative Co.
Payment History
Your clients sign and pay without creating an account.
Every deliverable gets a public link. Clients open it, review it, and pay. No passwords, no friction.
- Public proposal, contract, and invoice links
- Stripe embedded payments so clients pay directly on the page
- No account required on your client's side
Every client. All their history. One place.
Total revenue, open invoices, active projects, and notes. All on a single client page. No digging through spreadsheets.
- Auto-calculated revenue across all paid invoices
- Linked proposals, contracts, and projects per client
- Private notes with last-updated timestamps
Acme Creative Co.
Activehello@acmecreative.com
Total Revenue
$12,400
Active Projects
3
Open Invoices
2
Notes
Key contact is Sara at sara@acmecreative.com. Prefers async Slack updates — avoid calling without scheduling first.
Budget approved for Q2 campaign. Annual renewal discussion scheduled for May. They may want to add a second brand to the account.
Last updated Mar 18, 2026
Proposals that close, not just impress.
Built for how clients actually decide. They can pick a package, not just read a wall of text.
- Drag-to-reorder service packages
- "Most Popular" badge to guide client choice
- Clients choose one package or multi-select add-ons
New Proposal
Packages
Brand Identity Package
Prepared for Acme Creative
Total Value
$3,500
Choose a Package
Web Design Agreement
Rivera Studio
This Web Design Agreement (“Agreement”) is entered into as of March 1, 2026between the Freelancer and Rivera Studio (“Client”). The Freelancer agrees to provide web design services as described in the attached scope of work.
1. Scope of Work. Freelancer shall design and deliver a responsive website comprising up to eight (8) unique page templates, a design system document, and source files.
2. Payment. Client agrees to pay the total project fee of $6,400 in two installments: 50% upon signing and 50% upon final delivery.
Client Signature
Signed Mar 10, 2026
Freelancer Signature
Signed Mar 8, 2026
Contracts that look professional and hold up legally.
A drawn signature, a timestamp, and an IP log. Your contracts are taken seriously because they look serious.
- Hand-drawn e-signature with timestamp + IP capture
- Full version history on every contract
- Reusable templates with built-in legal disclaimer
Know exactly what your time is worth.
Start the timer, log the hours, and turn them into an invoice with one click. No spreadsheets.
- Built-in timer with one-click start/stop
- Mark hours as billed to prevent double-charging
- Kanban board to track project progress
Acme Rebrand
Acme Creative Co.
13 of 20 tasks complete
To Do
2Finalise brand guidelines doc
Export final asset pack
In Progress
1Homepage mockup revisions
Done
2Discovery workshop
Moodboard approval
Your clients' data stays yours. Full stop.
Workept is built on infrastructure that banks and enterprise teams trust, so you can focus on your work instead of worrying about what happens to your data.
Your data, only yours
Every database table enforces Row-Level Security. It is architecturally impossible for one user's data to be read by another account.
Workept never touches card data
All payment processing runs through Stripe. We never see, store, or handle your clients' card numbers. Stripe handles that under their own PCI compliance.
Payments go straight to you
Stripe Connect routes client payments directly to your Stripe account. Workept does not hold funds on your behalf or act as an intermediary.
Contracts with a paper trail
Every e-signature is timestamped and tied to the signing session. Contract PDFs include signing metadata so your agreements hold up.
No ad tracking. No data selling.
Workept does not run third-party ad trackers or sell your data. Your client list is your business, not ours.
One fee, no surprises. Workept charges a flat 2% on payments processed through the platform. That's it. No monthly seat fees hidden in fine print, no percentage markup on top of Stripe's rate.
Simple pricing. No surprises.
Two plans. Every core feature included in both. Cancel anytime.
Starter
Billed annually ($180/yr)
For freelancers getting their workflow in order.
- 10 active clients
- 5 active projects
- 5 saved templates
- All core features (proposals, contracts, invoices, time tracking)
14 days free. No credit card required.
Pro
Billed annually ($384/yr)
For freelancers who've outgrown limits.
- Unlimited clients
- Unlimited projects
- Unlimited templates
- All core features
- Priority email support
14 days free. No credit card required.