The operating patterns your teams already run — just connected.
MyCompany.LTD ships with the patterns most service businesses depend on: pipelines, onboarding, delivery, reporting and access control.
Lead to client
Capture, qualify and convert leads with a stage pipeline and automatic handover to onboarding.
Proposal to cash
Discovery, proposal, contract, invoice — tracked in one record with reminders and outcomes.
Onboarding
Welcome packs, document collection, kickoff tasks and client portal access in a single workflow.
Recurring service delivery
Retainers, recurring tasks, monthly reports and client check-ins without spreadsheets.
Owner reporting
Real numbers for the owner — pipeline, revenue, conversion, team load and forecast.
Controlled access
Right team sees the right work. Clients see only what they should via the branded portal.
From first enquiry to first invoice — without a hand-off mess.
A single record carries the lead through qualification, proposal, contract and onboarding — with the right people notified at every stage.