Industries · Agencies & consultants
Pipeline, proposals & retainers
Software for agencies & consultants.
Pipeline, proposals and retainers in one view — onboard clients with funnels, contracts and payments that flow straight into the CRM.
Pipeline · Q2
Discovery callNew
Proposal sentLive
Signed & billingWon
Close & retain clients
Proposal to retainer, in one flow.
Send a branded proposal they sign online, then bill the retainer on a recurring plan — all logged to the client record.
- Pipeline & proposals in one place
- E-sign contracts & recurring billing
- Client onboarding funnels & forms
Client
ProposalSigned
RetainerActive
OnboardingAuto
AI that never clocks off
Lead capture that works while you sleep.
New enquiries from your site or ads get qualified and booked into a discovery call by the AI — your pipeline fills itself.
- Missed calls answered & booked by Voice AI
- Chats & DMs replied in seconds
- Reviews requested after every job
Web chat · missed callAI handling
IgniteOS · 10:14 pmSorry we missed your call! How can we help?
Looking for help with paid ads
IgniteOS AI · 10:15 pmHappy to help — want to grab a discovery call? I have Wednesday 11am or Thursday 2pm.
Yes please 👍
IgniteOS AI · 10:16 pmBooked! Confirmation & details sent. See you then.
"Proposals, contracts and retainer billing used to be three tools. Now it’s one flow — and nothing slips."
Director · marketing agency, Brisbane
1 view
whole pipeline
E-sign
proposals built in
Recurring
retainer billing
Auto
client onboarding
Close more, chase less
Run your agency from one login.
Book a 20-minute demo and we'll set IgniteOS up for your agency.