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.