Draftly Business Centre: Manage Clients and Projects in One Place
Building sites is one part of the job. Managing client relationships and project status is the other. The Business Centre keeps both in one place.
What Business Centre Includes
- Client records with contact details and project history
- Project pipeline view (Enquiry → Active → Delivered → Recurring)
- Invoice and quote generation
- Revenue tracking
- Task lists per client
- Notes and activity log
Setting Up Your Pipeline
Customise the pipeline stages to match how you actually work:
- Enquiry
- Discovery call scheduled
- Proposal sent
- Active project
- Review/Feedback
- Delivered
- Monthly retainer
Client Records
For each client:
- Business name and contact details
- Linked Draftly projects
- Invoices and payment history
- Notes from meetings and calls
- Files shared
Invoicing
Generate branded invoices directly from Business Centre:
- GST-compliant invoice format
- Payment terms and due date
- Accept online payment via Razorpay (if integrated)
- Track payment status (unpaid/paid/overdue)
Revenue Dashboard
Month-by-month revenue, outstanding invoices, and project value in progress — all visible in the overview.
Who Benefits Most
Freelancers managing 5+ clients and agencies with multiple team members see the biggest efficiency gains. If you're running client work on WhatsApp threads and spreadsheets, this consolidates everything.
