Features

Everything to run client work

Each module connects for freelancers and tech companies managing their own sales and delivery — no export/import between tools.

Leads

Add leads manually or import a CSV. Track status from first contact through meeting booked — then convert winners into clients and projects.

  • Pipeline stages
  • CSV import
  • Notes & status

01 — leads

Capture and qualify opportunities in one pipeline.

Part of the 7-module MKH Suite stack — connected to your leads board, inbox, and CRM pipeline out of the box.

Deals

Create deals with value, stage, and expected close date. Link them to clients or leads so sales and delivery stay connected.

  • Deal stages
  • Pipeline value
  • Close dates

02 — deals

Know what is in your pipeline and what it is worth.

Part of the 7-module MKH Suite stack — connected to your leads board, inbox, and CRM pipeline out of the box.

Clients

Keep clients, companies, and notes in one place. Link clients to deals and projects so context never lives in a spreadsheet.

  • Client records
  • Company fields
  • Project links

03 — clients

Your CRM for people and companies you work with.

Part of the 7-module MKH Suite stack — connected to your leads board, inbox, and CRM pipeline out of the box.

Projects

Track status, priority, value, and due dates. Attach files and keep delivery next to the client who hired you.

  • Status & priority
  • Due dates
  • File attachments

04 — projects

Deliver work after the deal is won.

Part of the 7-module MKH Suite stack — connected to your leads board, inbox, and CRM pipeline out of the box.

Unified Inbox

Send and receive from your connected mailbox. Keep client conversations next to your CRM — not scattered across tabs.

  • Live sync
  • Threaded view
  • Quick reply

05 — inbox

Threaded email conversations in one place.

Part of the 7-module MKH Suite stack — connected to your leads board, inbox, and CRM pipeline out of the box.

AI Agents

Set tone, value props, and knowledge items — case studies, pricing, services — then use AI to draft clearer client communication.

  • Persona config
  • Knowledge base
  • Live preview

06 — agent

Your brand voice + company knowledge, configured once.

Part of the 7-module MKH Suite stack — connected to your leads board, inbox, and CRM pipeline out of the box.

Meeting Bookings

Public booking pages with your availability. When someone books, your pipeline stays up to date automatically.

  • Public booking pages
  • Calendly sync
  • Pipeline updates

07 — bookings

Share a booking link and close the loop.

Part of the 7-module MKH Suite stack — connected to your leads board, inbox, and CRM pipeline out of the box.

See it in your workspace.

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