Software, AI, web design, and marketing agencies, plus consultants and startup studios.

Do I need technical knowledge?

No. If you can use email and a spreadsheet, you can run your business in StacksMesh OS.

Can my clients log in?

Yes. Invite them to a branded portal to see projects, files, payments, and approvals.

Can I use it for free?

Yes. Forever-free plan for solo founders. No card required.

What happens after the 30-day trial?

You continue on the Free plan or upgrade to Starter / Growth / Pro. Your data stays.

Can I invite my team?

Yes. Roles: owner, admin, member. Seat limits per plan.

Does it support proposals and payments?

Yes. Build proposals, share via link, e-sign, and track invoices and receipts.

Yes. Starter includes basic AI credits; Growth and Pro include higher limits.

Can agencies white-label the portal?

Yes, on Pro. Custom branding, no StacksMesh footer.

The agency operating system

Run your agency from lead to delivery in one operating system.

StacksMesh OS is an all-in-one agency management software for leads, proposals, client portals, projects, documents, payments, support, and AI-powered workflows.

Start Free Trial Book a Demo

30-day Growth trial · No credit card required

app.stacksmesh.com / dashboard

Pipeline

$142k

+18% vs last month

Proposals

3 awaiting decision

Active projects

2 launching soon

Leads pipeline

This week

New

Qualified

Proposal

Won

AI Assistant

Follow-up drafted for Priya (Vertex)

"Hi Priya — following up on the audit findings we shared Tuesday. Ready to walk you through the migration plan whenever works."

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Next best actions

Send Vertex proposalDue today

Approve Atlas milestoneReady for review

Invoice · Helios Studio$4,800 due Fri

Payments due$18.2k

Helios$4.8k

Atlas$7.2k

Vertex$6.2k

Software agenciesAI studiosDesign shopsConsultanciesStartup studios

The complete client lifecycle

From first message to final invoice.

Every stage lives in one workspace, so sales and delivery never lose context.

1
Lead
2
Meeting
3
Audit
4
Proposal
5
Payment
6
Project
7
Portal
8
Support

Continuous loop

The problem

Your business is scattered across too many tools.

Leads live in spreadsheets

Proposals scattered across Google Docs

Files hidden in random Drive folders

Payments tracked in a notebook

Updates buried in Slack and WhatsApp

Clients constantly ask for status

Sales and delivery lose context

Modules

Everything your service business needs to operate clearly.

CRM & Lead Pipeline

Track leads, sources, owners, follow-ups, deal stages, and sales activity.

Relationship Tracker

Manage LinkedIn outreach, referrals, podcast invites, and warm relationships.

Meetings & Notes

Capture discovery calls, decisions, pain points, action items, and next steps.

Audit Hub

App audits, Base44 audits, technical reviews, and migration recommendations.

Proposal Builder

Strategic proposals with pricing options, comments, approval, and conversion to project.

Client Portal

A clean portal for projects, documents, payments, approvals, and updates.

Project Delivery

Manage milestones, tasks, blockers, deliverables, and project health.

Payments & Retainers

Track invoices, paid amounts, remaining balances, fees, and recurring support.

AI Assistant

Summaries, proposals, follow-ups, client updates, audits, and project insights.

Client portal

Give your clients a premium experience.

Every client gets a clean portal for project progress, files, proposals, payments, approvals, meetings, and support — no more repeated "any updates?" emails.

Project progress
Shared files
Proposal status
Payment status
Approvals
Support tickets

Explore Client Portal

Client portal · Helios Studio

Website redesign · Q2

Project progress65%

Milestones

Discovery
Wireframes
Visual design
Build
Launch

Awaiting your approval

Homepage v2 design · needs sign-off

ApproveRequest changes

Payments$12,000 of $18,000 paid

Deposit

$6,000

Paid

Midway

$6,000

Paid

Final

$6,000

Due Aug 12

Meeting notes · Discovery with Vertex

· Legacy Base44 stack, migration priority Q3.

· Concerns: data continuity, downtime window, RLS parity.

· Team: Priya (PM), Arun (Eng), Sara (Ops).

· Next: audit report by Fri, proposal Tue.

AI summary

Vertex wants a phased Base44 → StacksMesh migration with zero downtime. Deliver audit Fri, proposal Tue with 3 pricing tiers.

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Human review required before sending

AI assistant

AI that works inside your business flow.

StacksMesh AI drafts summaries, proposals, and follow-ups next to your real data. Your team stays in control — every output can be reviewed before it reaches a client.