Hero system
Portico Client OS
Run clients without losing them in scattered docs.
A polished client delivery workspace: pipeline, proposals, project status, invoices tracker, meeting log, and notes—ready the day you duplicate it.
- Audience
- Freelancers who sell services and need one calm client system
- Setup
- ~45 minutes
- Includes
- CRM-lite · pipeline · delivery
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What's included
- Client CRM-lite with status and next action
- Pipeline board from lead to retained
- Proposal and project status trackers
- Invoices tracker and payment notes
- Meeting log and project notes
- Branded setup guide (Home → first win)
Workspace architecture
Clients
Contact record, relationship stage, retainer flag, and open loops.
Pipeline
Lead → discovery → proposal → active → complete with clear owners.
Delivery
Project notes, meeting log, and invoice status tied to each client.