Your agency's whole workflow, on one path.

Most agency projects start with a message or a form request. Tarteeb collects your form responses, and from a response you can create a lead, link it to an existing client or open a sales opportunity, so no request gets lost in your messages. Whether forms are available depends on your plan.

Opportunities move through stages until they close, and each one has a next step and a date. The Follow-ups page in Sales flags upcoming steps, opportunities that haven't moved in a while, expected close dates that have passed, and quotes waiting for a reply or about to expire.

• Forms that turn requests into leads or opportunities
• Opportunity stages, with a next step for each one
• Alerts for stalled opportunities and pending quotes

You write the quote with line items, quantities and prices, and you can split it into milestone payments. Quotes have versions, so if you make changes after talking with the client, every published version stays saved as it was.

When the client agrees, you record their acceptance of the published version, then create the project straight from it. The project starts from the exact agreement the client accepted, instead of rewriting the scope from scratch.

• Line items, prices and milestone payments
• A saved version for every published change
• Create the project from the accepted quote

Each project is linked to its client and brings its tasks, value and invoices together in one place, shown according to each team member's permissions. You break the work into tasks, each with an assignee, a status and a due date, so everyone knows what's on their plate without another meeting.

Each member sees their tasks on the “My work” page, and the manager follows the project's progress as tasks get done. Team task management becomes part of the project itself, not a separate list.

• Every project linked to a client
• An assignee, status and due date for every task
• A “My work” page for every team member
• Permissions that set what each member sees

When it's time to get paid, you create the invoice linked to the client and the project. You can download it as a PDF with your agency's branding or email it to the client from inside Tarteeb, and for monthly retainer work there are recurring invoices.

Because the invoice is linked to the project, you know how much of the work's value has been invoiced and how much is left, without matching up separate spreadsheets by hand.

• Download invoices as PDFs with your agency's branding
• Send invoices by email
• Recurring invoices for monthly work

When money comes in from a client, you record the payment against the invoice and the balance due updates right away. A payment recorded by mistake can be reversed. Recording is your own note of what arrived, not payment processing or a bank confirmation, and only workspace Admins can do it.

Home gathers what needs your attention, like overdue or soon-due tasks and invoices, grouped into delivery, clients, sales, collections and finance. You start your day with what matters most instead of hunting for it.

• Record payments, and reverse them if there's a mistake
• The balance due updates with every payment
• A “Needs your attention” list on Home
• Collections and finance visible to Admins only