General Service Business

Consulting, SaaS, professional services — CRM to cash

Built for consultants, freelancers, agencies, and professional service businesses. Built-in CRM with deal pipeline, invoicing with payment links, expense tracking, time logging, and accountant portal. From lead to invoice to tax filing — one system replaces your stack of disconnected tools.

books.adaptensor.com/crm
Deal Pipeline
Acme Corp Consulting
Proposal
$12,000
Bolt Inc. Retainer
Negotiation
$4,800/mo
Widget Co. Audit
Won
$8,500
Peak Design Setup
Discovery
$3,200
Revenue (Q1)
Jan$18,200
Feb$22,400
Mar$19,800
Monthly Recurring
$4,800
Active Clients
24
38
Deals in Pipeline
$22.4K
Monthly Revenue
24
Active Clients
Key Capabilities

Everything you need, nothing you don't

Built-in CRM with Pipeline

Visual deal pipeline with drag-and-drop stages. Track leads, deals, and close rates in one view.

Invoicing with Payment Links

Create and send professional invoices with Stripe payment links. Auto-reminders for overdue invoices.

Expense Tracking & Receipts

Log expenses, attach receipt photos, and categorize for tax time. Mileage logging built in.

Time & Mileage Logging

Track billable hours per client and project. Convert time entries to invoice line items.

Accountant Portal & Tax Prep

Give your accountant read-only access. Schedule-C formatted reports and 1099 generation built in.

Client Portal & Email Campaigns

Clients can view invoices, make payments, and access documents. Send email campaigns from your CRM.

Complete Feature Set

What's included

Visual CRM with deal pipeline and stages
Professional invoicing with Stripe payment links
Expense tracking with receipt capture
Time and mileage logging per client/project
Accountant portal with read-only access
Schedule-C tax prep and 1099 generation
Client portal for invoices and payments
Email campaigns and client communication

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