🚀 The Problem I'm Solving
Freelancers and small teams often suffer from tool fatigue. Managing clients involves:
Writing and sending custom proposals
Onboarding clients with forms, contracts, or payment steps
Tracking tasks and deadlines
Logging billable hours
But most tools solve just one part of the workflow. My goal? Build a platform that handles all of it, with minimal context-switching.
🧩 Core Features of the Platform
✅ 1. Proposal Generator
Create professional proposals using reusable templates. Features include:
Rich text editor with sections (scope, deliverables, pricing, etc.)
Client-specific customization
Export to PDF or send via email
E-signature (planned feature)
👥 2. Client Onboarding
Once a proposal is accepted:
Automatically send onboarding form(s)
Collect project briefs, files, or NDAs
Add client to the platform with limited access
Trigger welcome email with project timeline
📋 3. Task Management
Project-based task boards with:
Custom workflows (To-do / In Progress / Done)
Nested subtasks
Deadline & priority labels
Commenting for team/client communication
⏱️ 4. Time Tracker
Built-in time logging:
Manual or live tracking (start/stop timer)
Time linked to tasks or projects
Daily/weekly reports for invoicing
Optional idle detection
Here’s what I’m using under the hood:
Frontend: React + TailwindCSS (thinking of moving to Next.js soon)
Backend: Node.js with Express
Database: PostgreSQL via Supabase
Authentication: Supabase Auth
File Storage: Supabase Storage (for proposal PDFs and client uploads)
Emailing: Resend API (for transactional emails)
Deployment: Vercel (frontend) + Supabase (backend & DB)
Why Supabase? Because it speeds up prototyping and gives me a scalable backend-as-a-service without locking me in like Firebase sometimes does.
Here’s what I’m using under the hood:
Frontend: React + TailwindCSS (thinking of moving to Next.js soon)
Backend: Node.js with Express
Database: PostgreSQL via Supabase
Authentication: Supabase Auth
File Storage: Supabase Storage (for proposal PDFs and client uploads)
Emailing: Resend API (for transactional emails)
Deployment: Vercel (frontend) + Supabase (backend & DB)
Why Supabase? Because it speeds up prototyping and gives me a scalable backend-as-a-service without locking me in like Firebase sometimes does.
Top comments (0)