Solutions · For agencies and B2B services
Win the client, run the project, send the invoice.
Clients, deals, proposals, projects and invoices in one app your whole team shares, from the first call to the last invoice.
What changes on Monday.
- 01
Before
With AloriEvery lead and deal on one board, proposals your client approves online
- 02
Before
With AloriTasks, emails and meeting notes on the client’s file, for the whole team
- 03
Before
With AloriInvoices from the work you finished, and overdue ones stand out
What’s in your app.
Alori starts from ready-made modules, then shapes them to the way you work. Add or remove one any time by asking.
Customers
Clients, contacts, deals and every email
Quotes
Proposals from your services, approved online
Tasks
Projects, boards and to-dos for each client
Invoices
Bill the work and see who still owes you
New leads land on the board by themselves.
Your website form, Facebook and Instagram lead ads and forwarded form emails each become a deal in the first stage, with the client already created. Retainers count as monthly revenue.
- Rename your stages or add one, like Discovery call.
- When a lead books a call, an automation can move their deal to the next stage.
- You see where each lead came from, so you see which ads pay off.
Proposals your client signs online.
Build the proposal from your services, email it, and your client signs it with a finger or a mouse. No account to create, and the deal knows right away.
- Bill a line monthly to sell a retainer with the project.
- No answer after a few days? One follow-up goes out with the link to accept.
- You get an email the moment they accept, and a note lands on their file.
Run the project. Nothing slips.
Group each client’s tasks in a project and watch its progress. Give a task to a teammate, and Alori adds the ones that slip, like a quote with no answer or a late invoice.
- Your teammate clicks Accept, or Can’t do it with a reason.
- Next steps from a recorded client meeting become tasks in one click.
- Unpaid invoices turn Overdue on their own, and your client pays by card from the email.
Change it by asking.
Your app isn’t frozen on day one. Write what you need, the way you’d text it. Alori makes the change and shows you before anything goes live.
- Add a retainer field with the monthly amount
- Remind me when a proposal isn’t approved after 5 days
- Show me clients we haven’t billed this month
- Add a discovery call stage to my pipeline
Questions
Another question? Ask it when you start.
No. Describe your agency and what you need in plain words. Alori builds the app, and you change it the same way.
Yes. Send the proposal by email. Your client opens it and approves it online, with no account to create.
Yes. Import data brings over HubSpot contacts, companies, deals, emails, notes, tasks and files in one click.
It stays in the hosted database for that project. If you need to move it, ask the Alori team.
Other trades
PlumbingQuotes and invoices from the truck
HVACJobs and schedules for your techs
CleaningRecurring visits and teams
LandscapingSeasonal quotes and routes
RoofingQuotes, jobs and photos
Auto repairWork orders and invoices
SalonsA website and online bookings
ClinicsAppointments and patient files
SaaSCRM, support, calls and campaigns in one app