For agencies, consultancies, and project-based services
Your client work, from proposal to paid invoice, in one place
If you run an agency, consultancy, IT or managed-services shop, or a design or architecture practice, you already know the gap: a CRM tracks the deal but forgets about the work once you win it. A project tool tracks the work but has no idea what you quoted or what’s been billed. KiwiDock closes that gap — not by bolting a project tool onto a CRM, but by treating a client engagement as one record from first contact through final payment.
A pipeline that’s actually yours
Track prospects and proposals through whatever stages match how you actually sell — discovery, proposal, negotiation, won — with notes, attachments, and contact history attached to the deal, not scattered across email and a separate notes app.
Every proposal, staged on one board — drag a card, no Monday status meeting.
Why we use a board instead of a status meeting →
Win the engagement, and the scope comes with it
Convert a won proposal into a project without re-entering what you already quoted. Everything — the scope, the client details, the billing terms — carries over automatically.
The proposal lives on the opportunity it belongs to.
Won work becomes a project — same client, same scope.
Bill the way engagements actually get billed
Milestone billing, a deposit up front, staged invoices as phases complete — KiwiDock’s invoicing handles percentage-of-remaining or flat-amount billing per line, locked against the engagement so nothing gets billed twice. This fits retainer and phased-project billing far better than a flat “one invoice per deal” model.
A branded invoice from the work you already quoted — not rebuilt in a second tool.
Bill from the quote, not a second spreadsheet →
See who’s working on what, this week
A capacity view shows who’s allocated to which engagement and for how long — useful for a small team juggling several concurrent client projects without a spreadsheet nobody keeps updated. This is project-capacity scheduling — who’s working on which engagement — not appointment or field-dispatch scheduling. If your business runs on scheduling techs to customer locations and time windows, KiwiDock isn’t built for that yet.
Who’s on which engagement today — drag it onto the week.
The same work on a timeline, when phases overlap.
Client-facing documents that don’t look like a template
Proposals, invoices, and statements of work render from a real document designer — line-item tables, merge fields pulled from the client record, your own branding — not a fixed layout with your logo dropped in a corner.
A client-facing quote, branded and merge-filled.
Build the layout once. Reuse it on every proposal.
Built to grow with a small team
Set access levels by role — who can see pricing, who can edit a proposal, who just needs project visibility — so bringing on a new hire doesn’t mean handing over everything at once. For the full walkthrough, see how KiwiDock works.