Inquiry to final payment, with nothing falling between systems

Agencies lose money in the seams: a lead nobody followed up, an accepted estimate that never became an invoice, a project whose real cost nobody tracked. Each stage typically lives in a different tool, so the pipeline is only visible to whoever last updated a spreadsheet.

One CRM covering the whole journey. Leads and clients share a table with an `isLead` flag, so converting a lead keeps its entire history. Estimates, proposals and contracts share a status machine where acceptance is terminal and locks the document — an audit trail rather than an editable draft. Invoice status is derived live from payments rather than stored, so fully-paid, partially-paid and overdue can never drift out of sync with reality.

• Lead kanban with sources, statuses and one-action conversion
• Estimates, proposals and contracts with a locking status machine
• Projects with members, milestones and task-computed progress
• Invoices with server-computed totals and derived payment status
• Client portal accounts scoped to their own tickets only
• Team, attendance, leaves, expenses and profit reporting

The pipeline is visible end to end, financial documents are auditable because accepted ones cannot be quietly edited, and project progress is computed from completed tasks rather than someone's estimate of how it is going.