Inly

The product is a SaaS platform for creating and managing proposals, invoices, contracts, forms and payments that automates reminders, follow-ups and scheduling to reduce administrative work. It sells to small business owners, freelancers and small teams in creative and consulting services, including finance, sales and executive roles in B2B service businesses. It is positioned as a simple and intuitive alternative to complicated CRMs, delivered as a subscription web application with Stripe-based payments and automation templates.

Key features

• Proposal creation with package selection
• Invoice creation and recurring invoices
• Digital contracts with dynamic inputs
• Embeddable contact forms
• Lead capture and follow-up
• Meeting scheduler
• Automations and templates
• Automatic payment reminders
• Credit card and ACH payments via Stripe
• Option to pass processing fees to clients
• Payment calendar tracking
• Cash and check flow notifications
• Customizable gratuity options
• Intuitive revenue and task dashboard
• Custom branding and email styling
• Multiple businesses under one account
• Team collaboration at no extra charge