Follow the thread
Eleven stops, one line, and you never change trains. Add the essentials at each stop, and Rellby carries everything you've already entered to the next one.
At every stop you add a few details.
Rellby does the carrying.
Creates your workspace on first sign-in and opens a setup checklist that guides you to your first invoice.
Keeps notes on the deal, highlights overdue follow-ups, and converts it into a client and project when you're ready.
Shares a private review link, captures the signature, and turns the accepted proposal into a project with milestones and an optional deposit invoice.
Shows completion and blockers at a glance, and lets clients review and accept milestones from their portal.
Runs the timer with an idle warning so no hour gets forgotten, and queues billable time for invoicing.
Groups billable entries by entry, task, or project, builds the invoice, and emails it with Stripe or Razorpay payment options.
Records the payment against the invoice, updates the remaining balance, and marks it paid only once it's confirmed.
Calculates gross profit from revenue, labour cost, and direct expenses, with financial and accounting exports.
Builds the wrap-up with deliverables, milestones, and invoiced totals, and collects the client's typed-name sign-off.
Requests feedback at closeout and puts the score, sentiment, and any call request on your dashboard.
Keeps pipeline value, receivables, unbilled work, and your effective hourly rate current, so you start the next engagement knowing the numbers.
A setup checklist follows your progress and walks you through each step. No onboarding call, no consultant, no migration project.
