The tools freelancers and growing agencies need to perfect their sales process

From your first client contact, to getting paid. We’ve got you covered with our forms, CRM, contracts and invoices.

How we help

Use one or all of our features

They work seamlessly together or independently, we're as flexible as your business needs us to be.

Step 1

Get to know new clients with user friendly lead forms

Start a conversation and find out exactly what your clients are after with forms that display perfectly on any device and link directly to your client contact list.

Step 2

Automatically capture form contact details in our CRM

Organise your clients so you never have to worry about making mistakes or manually entering client details again. Form responses, contracts and invoices are seamlessly linked to your client contacts.

Step 3

Start doing business with secure, automated contract templates

No money for legal, no worries. Our professional milestone based contract builder will help you manage your projects, keep everyone in the loop with notifications and automate your payments as you complete tasks for your clients.

Step 4

Automatically generate invoices from items in your contracts

Save time by generating invoices directly from your contracts. Don’t worry about copying invoice documents, mixing up client details and line items. Our invoice builder will have you looking like a pro while streamlining your record keeping for tax time.

Integrations

Say goodbye to all-in-one and hello to all together

Send invoicing data directly to Xero, form results to Notion or Google Sheets and use any data you need to set up any zap you like in Zapier, the opportunities are endless.

Wondering what our users think?

Find out how we’re helping hundreds of freelancers and growing agencies do their best work.

Since using MilestonePay, I’ve been able to streamline my sales process. It has everything I need to manage my clients, from onboarding, to making sure I get paid on time as I complete a project.
— Steph Rae
Freelance Graphic Designer