Business management software for professional services and agencies
Colony gives consultants, agencies, IT firms and other professional services one pipeline from lead to signed agreement to paid invoice, with the paperwork attached to the client.
The problem
Leads sit in an inbox, proposals in a folder, signed agreements in someone's email and invoices in accounting software. Nobody has the whole picture of a client, and reporting means combining exports by hand.
How Colony helps
A pipeline you can see
Leads, customers and a board view. Reps see their own work and managers see the team.
Quotes and invoices
Quotes and invoices from your price list, with part payments, credit notes and pay by link.
Agreements and e-signing
Send documents to be signed online. Signed copies return as sealed PDFs stored on the client record.
Tasks and tickets
Follow-ups as tasks, and client issues as tickets with response targets.
Custom fields and automation
Track what your firm needs with custom fields, and use "when this happens, do that" rules without code.
Reports and API
Reports, dashboards emailed to your team on a schedule, and a REST API with token auth.
See the full list on the features page.
What it looks like in practice
A realistic engagement for a small web agency:
- Lead. An enquiry from the website form becomes a lead on the board and is assigned to a rep.
- Proposal. A quote is sent from the price list and the agreement goes out for e-signing.
- Delivery. Tasks and tickets track the work and client requests. Time and notes stay on the client record.
- Billing and review. Invoices go out with a pay-by-link button. A scheduled dashboard shows the team where revenue stands.
Questions
Can I track several currencies?
Yes. Each currency is shown on its own and never mixed, and tax follows the company's country.
Can clients sign agreements online?
Yes. Send the document, the client signs, and the signed copy returns as a sealed PDF stored on their record.
Can I limit what staff see?
Yes. Role-based access controls what each person sees, and an audit log records who did what.
Does it connect to my other tools?
Every record is reachable over a REST API with token auth, and webhooks let other systems react to changes.
Can I bring my existing clients across?
Yes, you can import them. Imported records do not trigger your automations, so nobody gets an unexpected message.
Related
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