Client Tools:
CRM, Contracts, Payments & Portal
Run the full client lifecycle in one place. Win the work, lock the scope, get paid, and keep clients in the loop — without stitching together a CRM, e-sign tool, billing app, and a separate portal. Grapevine connects every client-facing step to the work behind it.
Why does the back-office eat your billable hours?
Leads die in a spreadsheet. Scope lives in a PDF no one opens. Invoices go out late. Clients email across three threads to see what is happening. Agencies lose margin not on the work — but on the friction around it: chasing signatures, reconciling payments, and rebuilding status reports by hand.
CRM & Client Pipeline
Track every lead, opportunity, and client relationship in a pipeline built for services. See where each engagement stands, what is next, and who needs a nudge — so nothing slips between handoff and close.
- Visual pipeline for retainer and project opportunities
- Client records link directly to their contracts, projects, and invoices
- Activity timeline captures every touch — calls, emails, notes, and wins
- Forecast revenue from pipeline and active retainers in one view
Contracts & Scope of Work
Create, send, and e-sign SOWs and contracts without leaving the platform. Every signed scope links to the project — so change requests are measured against what was actually agreed.
- Templates for SOWs, MSAs, and retainer agreements
- Built-in e-signature with audit trail and reminders
- Scope terms attach to the project — flag scope creep against signed line items
- Renewal and expiry tracking so retainers never quietly lapse
Payments & Invoicing
Bill clients the way you actually work — milestones, retainers, or time-and-materials — and collect payment in-platform. No separate billing app, no copy-pasting numbers into a spreadsheet.
- Milestone, retainer, and hourly billing in one system
- Branded invoices generated from signed scope in one click
- Online payment collection with cards and bank transfers
- Automatic late reminders and revenue reporting by client
Client Portal
Give every client a white-labeled view of their work — projects, deliverables, approvals, and invoices — so they stop asking where things stand and you stop writing status emails.
- White-labeled portal with your agency branding and domain
- Clients see timelines, deliverables, and approvals — read-only by default
- Async approvals and comments keep feedback attached to the work
- Invoice and payment history visible without a support ticket
Why Grapevine for Client Tools?
Connected to the Work
A contract links to the project links to the invoice — one record, no reconciliation
Scope You Can Defend
Signed SOW sits beside every task, so change requests are measured against it
Get Paid Faster
Invoices generate from approved scope and collect payment in-platform
Client-Facing by Design
A branded portal replaces status emails and scattered shared folders
Ready to run the full client lifecycle?
Join agencies who replaced four back-office tools with one connected system.