AI lead prospectorNew
Describe the clients you want by industry, location and size. Binx finds real businesses that match, grounded in Google Places data when you connect it, and explains why each one fits.
Features
One tool, the whole agency.
From the first prospect to the final invoice, everything below shares one login, one client list and one set of permissions, so the pieces work together instead of just sitting next to each other.
Win the work
Find the right clients and pitch them properly.
Saved searchesNew
Keep the prospecting criteria that work and rerun them in a click whenever the pipeline needs topping up.
Proposals with e-signNew
Line items, tax, currency and a valid-until date. Send one link, see when it's opened, and let the client sign or decline online with a full record kept.
Leads & pipeline
A lightweight CRM: stages, owners, notes and estimated value. Convert a won lead into a client and its details carry straight over.
AI lead scoring
Ask Binx to read a lead's site and score the opportunity, with a short summary you can act on.
Recipient auto-fillNew
Choose a client on a proposal or invoice and their name and email fill themselves in. Override them when you need to.
Keep clients close
A client experience that feels like part of the team.
Client records
Contacts, status, proposals, history and everything billed. One page per client, always current.
Live client portal
A branded space where each client sees their projects, files, proposals and invoices, and pays without an email thread.
Threaded messaging
Conversations tied to a client or project, so context never gets lost in someone's inbox.
Do the work
Plan it, make it, and get it signed off.
Project boards
Task lists, assignees and due dates in a board your whole team reads at a glance.
Collaboration canvas
A Miro-style wall per project: pan, zoom and a minimap, with notes and images the team and client arrange together in real time, plus comments and reactions on every card.
Seamless client approvalsNew
A guided review bar walks the client through every card waiting on them. They approve, request changes with a note, or pin a comment anywhere on the board, and the whole team sees the decision live.
Files & versions
Upload, organise and share assets against the project they belong to. Clients get exactly the ones you choose.
Customizable dashboardNew
Drag, reorder and hide widgets, including My tasks and Quick actions. Every teammate keeps their own layout.
Get paid
Bill from the work and stay on top of what's owed.
Invoicing
Your prefix, padding, currency and terms. Draft from a project, send, track partial and overdue payments.
AI reminders & summaries
Draft a payment reminder or a client-ready project update in a click. You edit and send.
Notifications
In-app and email alerts for the things that matter: an assigned task, a signed proposal, a paid invoice, a new message.
See it with your own projects.
Spin up a workspace and add a client — it takes a few minutes.