Run the agency,
not the tools.
The client lifecycle
From first hello to final receipt.
Seven steps, zero tool-switching. A lead becomes a proposal, a contract, then an invoice — each a click from the last — that’s the whole point.
Each card on the right is a miniature of the real screen, filled with demo data — lead scoring, read receipts, e-signing, project boards, invoicing, and recurring revenue.
- 01
Capture the lead
leadsWebflow, Framer, Typeform, a webhook, or a pasted email — every lead lands in the CRM, one click from an AI score grounded in your past wins.
Webflow formpipelineNorthwind Labs · Maya Chen78Scored with AI in one click · 3 similar past leads cited
- 02
Send the proposal
proposalsDraft with AI in your voice, send a clean public page, and see exactly when they open it.
PRO-0017SentViewedBrand refresh + site rebuild
Opened 2h ago · last viewed 12 min ago
- 03
Sign the contract
contractsE-signatures in signing order, sealed into a timestamped PDF with a certificate of completion. No DocuSign seat required.
2/2 signed · sealed · SHA-256 stamped
- 04
Kick off the project
projectsKanban boards, tasks, tags, and your whole team — scoped to the client they belong to.
Todo
Checkout audit
Empty states
In progress
Tokens v2
Wireframes
Done
Kickoff deck
- 05
Invoice and get paid
invoicesStripe payment links, 47 currencies, and overdue reminders that go out automatically on your schedule.
INV-0044 · $5,500OverduePaidDay-7 reminder sent automatically · on your schedule
- 06
Put it on repeat
subscriptionsRecurring invoices and retainers roll into live MRR you can actually trust.
$18,400MRR
- 07
Clients see it all
share linksEvery proposal, contract, and invoice on a clean public page. No client login needed.
trybrick.app/i/3f8a…
INV-0043 · $8,000PayNo client login needed.
The rest of the system
Every module. Zero duct tape.
The lifecycle gets the spotlight — these keep the lights on: expenses, reporting, calendar, team — and a ⌘K bar to find records and jump around.
Receipts read themselves
Upload a photo or PDF — AI fills vendor, amount and category.
receipt_4012.jpg
Reports without the spreadsheet
Billed vs. collected, AR aging, top clients — live.
current · 1–30 · 31–60 · 60+
Ask Brick from Slack
Alerts in; /commands out.
/brick overdue invoices
2 overdue · $10,250 · oldest INV-0045
Your day, assembled
Google Calendar sync, linked to the client.
Team, rates, roles
Contractors without logins; rates for owners & admins.
Assigned: Fjord Digital
rate visible to owners & admins
One ⌘K away
Find records, jump to pages, ask AI — keyboard first.
→ INV-0046 · Northwind Labs
Open Northwind Labs
psst — it works on this page too
The agent layer
An AI agent on your pipeline and your books.
Not a chatbot bolted on the side — an agent that already knows your leads, your invoices, and your clients. Click, and it does the work you put off. The AI drafts; it never hits send.
- Scores any lead on demand
- One click grades it against your real won/lost leads — the closest matches cited as precedent.
- Enriches from the live web
- Team size, funding, decision makers, verified work emails — every value arrives with its source.
- Predicts payment risk
- Reads a client's payment history before you extend net-30 again.
- Drafts the words you owe people
- Payment reminders, outreach, proposals, contracts — each waits on its record for your approval.
- Summarizes any client
- Where the relationship stands — wins, concerns, next moves — right before your next call.
- Reads receipts from a photo
- Drop one in — vendor, amount, date, and category prefilled for you to confirm.
Lead score · Fjord Digital
86/100
Closest precedent: 2 similar e-commerce leads, both closed in under 30 days.
cited: 3 rows
Payment risk
high72/100
2 of 4 prior invoices paid late; $21,000 still outstanding. This one is their largest yet.
based on 4 prior invoices
Draft reminder · INV-0044
Re: Invoice INV-0044 — gentle nudge
“Hi Ines — hope the retainer work is landing well. INV-0044 ($5,500) passed its due date last week; here’s the payment link again…”
Integrations
Plays nice with your stack.
Leads in from Webflow, Framer, and Typeform. Money in through Stripe. Words out through Gmail and your own domain. Alerts where you already live — Slack.
Slack
Dunning, payment and renewal alerts — plus /brick commands to look up invoices, contracts and proposals, or list what's overdue.
Gmail
Proposals, contracts, and invoices send from your own Gmail address via OAuth.
Google Calendar
Meetings sync into your dashboard agenda, linked to the client they belong to.
Stripe
A payment link on every invoice; webhooks mark it paid the second money moves.
Webflow
Your site's contact form submits straight into the pipeline — one click from an AI score.
Framer
Framer form fills become leads with source attribution, UTM and all.
Typeform
Long-form intake answers map into lead fields automatically.
Resend
Send proposals, contracts and invoices from your own verified domain.
Also in the box: HMAC-signed custom webhooks · CSV import for leads, clients & invoices · public share links for every document.
The math
No more invoices in Google Docs, clients in spreadsheets, leads in your notes app.
For agencies, studios and freelancers, the usual stack is seven subscriptions — easily $300+ a month once a team is on them — scattered across seven browser tabs. Brick is one tab, one flat bill for the whole workspace, and one dashboard that tells you who owes you, who’s renewing, and what’s stuck — before your morning coffee.
Replaces
- the CRM you under-use
- the proposal tool
- the e-sign seat
- the invoicing app
- the PM board
- the subscription tracker
- the spreadsheet holding it together
Create your workspace
Sixty seconds. Your subdomain, your currency, your timezone.
Add a client, send an invoice
Or import the book you already have — CSV in, pipeline out.
Carry each deal forward
One click carries each step into the next: lead → proposal → contract → invoice.
Your first win is ten minutes away.
Pricing
One workspace, one flat price.
Every workspace starts with a 14-day free trial — every module, on-demand AI, e-sign, and payments. 50% off for early-access workspaces, locked in.
Solo
1 userFor freelancers
$4$8/mo
50% off — early-access pricing
- Proposals, contracts & e-signatures
- Invoices with Stripe payments + auto reminders
- Unlimited clients, projects & invoices
- Time tracking + expenses with receipt scanning
- AI lead scoring, enrichment & drafting
- Client share links — no client login
Team
Up to 3 usersFor small teams
$9$18/mo
50% off — early-access pricing
- Everything in Solo
- Up to 3 team members
- Assign team members to tasks & clients
- Custom roles & permissions
- Shared inbox of everything you send
- Workspace audit log
Agency
Up to 10 usersFor agencies
$19$38/mo
50% off — early-access pricing
- Everything in Team
- Up to 10 team members
No credit card to start. Pay yearly and get 2 months free. Billing runs on Polar.
FAQ
Totally fair to ask.
What is Brick, in one sentence?
One workspace that carries your whole client lifecycle — leads, proposals, e-signed contracts, invoices and payments, projects, time, and recurring revenue — so you stop duct-taping seven tools together.
Who is it for?
Agencies, studios and freelancers who bill clients for project or retainer work — design, development, marketing, AI automation, product, content and video, and consulting. If your week involves proposals, invoices, and a spreadsheet that knows too much, it's for you.
How does the AI work — and is my data safe?
It runs only when you click — no auto-scoring, no auto-actions — and it never sends anything: drafts wait for your approval. Every claim cites the records it came from, and financial numbers are computed in SQL, never by the model. AI is on for new workspaces; an admin can switch it off with one kill switch, and a monthly spend cap bounds the cost. Brick's own model accounts run under zero-data-retention and no-training terms — if you bring your own Anthropic or OpenAI key, those calls fall under your agreement with that provider.
Do my clients need an account?
No. Every proposal, contract, and invoice gets a clean public page — clients view, sign, and pay from a link. No portal logins to manage, no passwords to reset.
What does it replace?
Typically: a CRM, a proposal tool, an e-sign subscription, an invoicing app, a project board, a subscription tracker, and the spreadsheet gluing them together — seven tools that don't talk to each other. Brick is one workspace on one flat bill. Payments run on Stripe; your money never touches us.
Does it work with my website and tools?
Yes. Webflow, Framer, and Typeform forms feed leads straight into the pipeline (plus HMAC-signed custom webhooks), Slack carries alerts and /commands, email goes out through Gmail, Outlook, SMTP, or your own verified domain, Google Calendar syncs your meetings, and CSV import brings in the leads, clients, and invoices you already have.
What does it cost?
14-day free trial · no card needed · 50% off for early workspaces. After that it's one flat price per workspace, not per user: Solo $8/mo (1 user), Team $18/mo (up to 3 users), Agency $38/mo (up to 10 users). Early workspaces lock in the discount for good — $4, $9 or $19 a month. Yearly billing adds 2 months free. When the trial ends, pick a plan to keep working.
Send your first invoice before lunch.
Workspace in sixty seconds. 14-day free trial · no card needed · 50% off for early workspaces.
Create your workspaceWhat’s in the box — and what’s honest about not being yet
- Leads CRM + AI scoring
- Web enrichment
- Proposals + read receipts
- Contracts e-sign
- Invoices + dunning
- Stripe payments
- Recurring + MRR
- Projects & tasks
- Time tracking
- Expenses
- Calendar + Google sync
- Booking links
- Inbox
- Slack alerts
- Public client pages
- Per-record AI drafts
- Command-K
- Custom roles + audit log
- Custom webhooks
- Reports v2 · soon
- iOS app · soon