Client projects

Your client projects, from quote to balance paid.

A client project means a quote, a deposit, back-and-forth, files, a delivery and then a final payment, and each step usually lives in a different tool. In EYE LEAD, it all fits on one project page, and your pipeline shows you where each client stands.

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EYE LEAD project pipeline: quote sent, deposit received, in progress, delivered, paid in full

✓

3 priorities set

Morning ritual · 2 min

◷

Focus 25 min

In progress · Clara follow-up

In short

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EYE LEAD projects follow each job through five stages (quote sent, deposit received, in progress, delivered, paid in full) in a drag-and-drop pipeline.
Each project page brings together the project’s tasks, notes, files and invoices, with the amount, what’s been invoiced and what’s been collected.
The deposit and the final invoice are issued from the project page, and EYE LEAD suggests the next stage without ever changing it for you.

What it changes, in practice

Scroll · 4 changes

Client project pipeline

✓Ready to use

✓No re-typing

✓In the same app

Your business in one view

The pipeline sorts your projects into columns, from “Quote sent” to “Paid in full”, and you drag a card along as it moves forward, with the amount left to invoice at the top of the page.

One page that holds everything

Overview, tasks, notes, files and invoices: your client’s project lives in one place, with the amount, invoiced and collected always up to date.

In your spacejust now

1. Morning ritualDone

2. Focus 25 minIn progress

3. Follow up with Clara→ Schedule

Deposit and final invoice from the project

You invoice the deposit as a percentage, then the final invoice, which deducts the deposits already invoiced, and each draft opens for review before sending.

1To do

2Planned

3In progress

✓Done

Projects · kanban + plannerPriorities · 3 a day

Due dates written the way you talk

A task title with a date in plain words (in French for now, like “Envoyer la maquette vendredi” or “Bilan le 25/10”) gets its due date automatically, and an overdue project is flagged on its card.

In the app

Your client projects, from quote to balance paid.

Your business in one viewOne page that holds everythingDeposit and final invoice from the project

How it works in EYE LEAD

Create the project

A paid service with its client and budget, or an internal organization project, from a template if you like.

Send the quote and the deposit invoice

From the project page, create the quote and then the deposit invoice, both linked to the project.

Move forward and deliver

The project’s tasks, notes and files stay with you all the way to delivery, and the next stage is suggested to you.

Get paid and archive

The final invoice deducts the deposits, then the paid-in-full project is archived with its full history.

Frequently asked questions

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What are the stages of the project pipeline?

Quote sent, deposit received, in progress, delivered and paid in full. Organization projects, with no invoicing, simply track their tasks as to do, in progress and done.

Does EYE LEAD change a project’s stage on its own?

No. It suggests the next stage when a payment is collected or all tasks are done, but you’re the one who confirms.

Can I duplicate a project?

Yes. Duplicating copies the project’s settings and tasks, without the invoices or notes, which is handy for a service you deliver often.

Can I print a project summary?

Yes, the project page can be printed or saved as a PDF from your browser.

Your whole business, in a single space.

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