Consultants & Freelancers
Pipeline, invoices, and inbox without stack sprawl.
Consultants lose hours stitching tools together. Webocat combines deal tracking, calendar, communications, and billing so you can run client work from one operating surface.
- Track deals and follow-ups from one dashboard.
- Issue receipts and payment links via Stripe Connect.
- Draft client emails with AI units when you need them.
- Unify SMS, WhatsApp, email, and CRM history per contact.
- Automations for overdue follow-ups and nurture sequences.
Close work without a second CRM
Move prospects through a clear pipeline, log every touchpoint, and open the conversation thread without leaving the workspace. Proposal and invoice moments stay next to the deal.
Cashflow that matches delivery
Create receipts or formal invoices, send Stripe pay links, and keep payment status visible beside the client record — useful when retainers and one-off projects mix.
Common Questions
- Is the core CRM free?
- Yes. Contacts, pipeline, calendar, reminders, forms, and automations do not consume AI units. You pay only for optional AI text generations.
- Can I invoice Greek clients with myDATA?
- Formal invoices can enter the myDATA transmission queue from billing settings once AFM and partner adapters are configured.