| What it does | The all-in-one client workflow system for WordPress
| Free WordPress plugin for sharing investor pitch decks from your own domain with private links and view tracking
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Freemium
| Free
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| Pricing | Free plan: $0/month. Pro plan: $9.99/month or $89/year (save 26%). Agency plan: $24.99/month or $229/year (save 24%).
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| Key features | - Lead capture forms with custom fields and CAPTCHA
- Professional proposal builder with AI-assisted writing
- Package Selector pricing with tiered options
- Stripe and PayPal payment integration
- Automatic project creation from accepted proposals
- Call booking with calendar synchronization
- Recurring invoices with auto-charge capability
- Automated proposal reminders and notifications
- Analytics dashboard for revenue and proposal tracking
| - Private unguessable links with cryptographic random token
- Document view tracking after three seconds of real engagement
- Set document expiry dates or revoke access instantly
- Password-protected management page on your domain
- PDF download control with site-wide setting
- Recipient labels and version tracking for organization
- Share action tracking through viewer controls
- Full-screen presentation mode with keyboard controls
- No third-party account or service required
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| What makes it different | - Everything stays inside your own WordPress installation and hosting
- No separate SaaS dashboard or external platform required
- Combines eight separate workflows into one connected system
- Free plan includes core proposal workflow features
- AI-assisted proposal writing to speed up creation
| - Viewer inherits your site's design so investors see your branding throughout
- Completely free with no licence fees, seats or recurring costs
- Self-hosted on your own server with full data control and privacy
- Tracking filters bots and confirms real engagement, not just page loads
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | Not checked yet ● no change since last check | 5 ▲ +2 (up) since last check |
| Trust Flow (Majestic) | 4 | 0 |
| Citation Flow (Majestic) | 10 | 0 |
| Referring domains (Majestic) | 8 | 0 |