Rellby
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Client ops for freelancers & small agencies

Lead, proposal, contract, delivery, invoice, payment. Rellby keeps them on one thread, so nothing slips, clients always know what's next, and you get paid for every piece of work you deliver.

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  • Stripe & Razorpay payments
  • Private client portal
  • CSV import & backup
Engagement · Northwind StudioLive
Collected on this engagement$12,400Example workspace
  1. LeadBrief captured
  2. ProposalAccepted v3
  3. ContractSigned
  4. DeliveryMilestone approved
  5. PaidPayment confirmed
Unbilled$0
Margin41%
Next stepHandover
How it fits together

One thread from lead to paid.

LeadNorthwind · ‘quick call?’
Proposalproposal_v3_FINAL(2).pdf
ContractDid they sign??
Time14.5 h not logged
InvoiceInvoice #1043 … sent?
PaidDid they pay?

Lead, proposal, contract, time, invoice, payment. Rellby keeps them on one connected thread, so nothing slips and you get paid for every piece of work.

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Before / after

Eight tabs of context. One thread.

CRM spreadsheetProposal docsE-sign appTask boardTime trackerInvoicing toolClient email threadsShared drive
Rellby0 / 8 merged
The quiet cost

Now, what are the gaps costing you?

Hours that never make it onto an invoice. Scope that changed in an email. A payment you thought had landed. Move the sliders and see what the gaps could be worth to you.

Leak estimate
Could be slipping away every year$10,800$10,800 per year

Rate × hours × 48 working weeks. An illustration based on your inputs, not a guarantee.

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Try it right here

Don't read about it. Run an engagement.

Northwind Studio · brand sprint$0collected
  1. Proposal
  2. Delivery
  3. Billing
  4. Paid
  5. Margin

A signed-off brief is waiting. Five clicks and it's a paid, profitable project.

    Move 1 of 5

    No setup. No typing. That's the point.

    The thread

    Five moves. One record. Zero re-typing.

    01Qualify

    Know what you're taking on.

    Problem, budget, owner, timing, and the next follow-up live on the lead, before a proposal is drafted.

    • Pipeline
    • Follow-ups
    • Value + currency
    02Agree

    Exact terms. Exact version.

    Reusable clauses, regional terms, private review links, and online signatures. Accepted and signed stay separate.

    • Versioned proposals
    • E-signature
    • PDF + DOCX
    03Deliver

    Every decision next to the work.

    Milestones, tasks, files, time, and approvals stay on the project. Clients see a calm portal, never your costs.

    • Milestones
    • Timer
    • Client portal
    04Bill

    Turn hours into invoices.

    Pull billable time into one invoice grouped by entry, task, or project. Tax, discounts, and currency included.

    • Time → invoice
    • Tax + discounts
    • Multi-currency
    05Get paid

    Know when money actually moved.

    Clients pay through Stripe or Razorpay. Sent, due, and paid stay distinct, and margin per project is one click away.

    • Stripe
    • Razorpay
    • Project margin
    That's the whole plot.Start free trial
    Inside the workspace

    Everything a client engagement needs. Nothing it doesn't.

    All features →
    Pipeline

    See every deal and its next move.

    Inbound to Won, with value and overdue follow-ups on each card.

    Agreements

    Draft, share, sign.

    Approved clauses and regional terms for India, the US, the UK, and the EU.

    Time

    Track it. Bill it.

    Timer with idle warnings, then one click into an invoice.

    Billing

    Invoices that hold up.

    Line items, tax, and remaining balance tracked to the cent.

    Profitability

    Margin per project.

    Revenue, labour, and expenses side by side. Outliers jump out.

    Client portal

    Share progress, not your costs.

    Branded, private, and invite-only. Your notes stay yours.

    Clear by design

    The steps your tools blur together, kept apart on purpose.

    01Proposal accepted≠Contract signed
    02Contract signed≠Project started
    03Invoice sent≠Payment confirmed
    04Client view≠Your private costs
    Integrations

    Plugs into the tools you already pay for.

    See integrations →
    Go deeper

    Every page is a demo. Pick one.

    FeaturesWatch every module work.How it worksRide the line, stop by stop.IntegrationsPlug in the tools you keep.SecuritySee exactly who sees what.
    FAQ

    Straight answers.

    Still deciding? See plans or talk to us.

    Who is Rellby built for?

    Freelancers, consultants, studios, and small agencies who run client work end to end and want sales, delivery, and finance in one place.

    Do I need a card for the trial?

    No. Sign in with Google and use the full workspace for the trial. Nothing is charged until you choose a plan.

    Can I bring my existing data?

    Yes. CSV import is built in, with errors shown before anything is added, and you can download a full backup any time.

    How do clients pay?

    Through Stripe or Razorpay. An invoice is only marked paid once the payment is confirmed.

    Can clients see my costs?

    No. The client portal shows only what you share. Costs, margins, notes, and other clients stay private.

    Can I change plans later?

    Yes. Review available upgrades or downgrades in your billing area before confirming a change.

    Tie off the loose ends. Start today.

    14-day free trial. No card. Your first invoice in under 30 minutes.

    Start free trial See plans
    One thread from lead to paid.Start free trial