Your CRM stops at closed-won. Your client portal starts at onboarding. Client Ethos is the one system that runs the whole way through — leads, proposals, signature, billing and delivery, without the handoff where deals go quiet.
Flat monthly price · Unlimited clients and team seats* · You own your data and accounts · See what it's worth to you →
New — Mailroom: your inbox handled, every mailbox you run, nothing moved until you say so.
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Wherever your leads start — your website, your CRM, a list, LinkedIn, a recorded call or a referral — they land in one system, and leave as paid invoices.
Two categories of software split the revenue cycle down the middle, and the seam between them is where the work leaks — the proposal that never went out, the signed contract nobody invoiced, the client who went quiet in week three.
Seven handoffs. Every red arrow is a place a signed client goes unbilled, an invoice goes unsent, or a client goes quiet and nobody notices.
One client. One workflow.
Same record, same login, start to finish. The signature sends the invoice. The payment marks itself paid. The quiet client gets flagged before they write to you.
Click through the five stages. Every one of these is the same system — no exports, no integrations to maintain, no second tool to buy. The full walkthrough →
These are live — click each stage to walk the whole journey.
Leads and meetings import from your booking source automatically. Round-robin routing puts each one with the right rep, and their own scheduling link keeps it there.
Transcripts turn into a growth plan and a branded deck. Pricing comes from your package catalog, so every proposal is consistent without being generic.
E-signature is built in. The agreement never leaves the portal, so nothing lives in an inbox thread that someone has to go and find later.
The signature triggers the invoice — nobody has to remember. Payments mark themselves paid, retainers recur, and every night the books check themselves.
The same portal carries onboarding, the project timeline, document requests and an AI health score — so the client stays oriented and you see risk early.
Agencies and outsourced sales teams run outbound for more than one company at a time. Client Ethos gives each one a walled-off workspace — their leads, their campaigns, their inbox, their meetings — and your own book stays in Home. Pick the client in the header and everything you touch belongs to them. There is no tagging step to forget.
Most feature comparisons are a wall of ticks that everybody has. These are the rows where LaunchBay, Copilot, SuiteDash, Moxo, Clinked and Bonsai offer nothing, or only a piece.
All 37 capabilities against six competitors, including the rows where they match us: Compare us properly →
We'll walk your workflow first, show the same journey inside Client Ethos, and give you a straight answer on cost and how quickly you'd be running.