Features built for the full client lifecycle.
StacksMesh OS connects CRM, proposals, projects, client communication, payments, documents, support, and AI into one operating system.
30-day Growth trial. No credit card required.
CRM & Pipeline
- What:
- Capture every lead, score temperature, assign owners, track deal stages, and never lose a follow-up.
- Why:
- The foundation of predictable revenue.
- Who:
- Sales, account managers, founders.
- Example:
- New lead from website → auto-assigned → follow-up scheduled → moved to proposal stage.
Relationship Tracker
- What:
- Manage LinkedIn outreach, referral partners, podcast invites, and warm relationships.
- Why:
- Warm relationships close 10× faster than cold outreach.
- Who:
- Founders, BD leads.
- Example:
- Tag a lead as podcast_candidate → track outreach status → convert when warm.
Meetings & Notes
- What:
- Structured discovery notes, decisions, pain points, action items, next steps.
- Why:
- Sales and delivery share the same context.
- Who:
- Everyone client-facing.
- Example:
- Discovery call → notes captured → AI drafts follow-up.
Audit Hub
- What:
- Run app audits, technical reviews, and migration recommendations. Base44 audits included.
- Why:
- Turn audits into paid engagements.
- Who:
- AI agencies, technical consultants.
- Example:
- Audit → recommendations → proposal → project.
Proposal Builder
- What:
- Strategic proposals with pricing options, client comments, e-approval, and one-click convert to project.
- Why:
- Faster decisions, fewer revisions.
- Who:
- Sales, founders.
- Example:
- Draft proposal → share link → client approves → project auto-created.
Client Portal
- What:
- One clean portal for projects, files, payments, approvals, and updates.
- Why:
- No more repeated 'any updates?' emails.
- Who:
- Every client of every agency.
- Example:
- Client logs in → sees progress bar, files, invoice, next steps.
Projects & Milestones
- What:
- Milestones, deliverables, health status (on-track / at-risk / off-track).
- Why:
- Real-time visibility for team and client.
- Who:
- PMs, delivery leads.
- Example:
- Kickoff → milestones set → weekly health updated → client sees progress.
Tasks
- What:
- Assignable tasks with owners, due dates, and priorities.
- Why:
- Every deliverable has an owner and a date.
- Who:
- Whole team.
- Example:
- Milestone → tasks → assignees → notifications.
Document Room
- What:
- Version-controlled files with visibility controls (internal / client / specific users).
- Why:
- One source of truth per client.
- Who:
- PMs, designers, developers.
- Example:
- Upload spec → mark client-visible → client comments.
Payments & Retainers
- What:
- Invoices, receipts, FX fees, transfer fees, retainer schedules.
- Why:
- See what you actually got paid.
- Who:
- Founders, finance.
- Example:
- Log receipt → track outstanding → schedule retainer renewal.
Support Tickets
- What:
- Client-visible tickets with priority, assignment, and resolution.
- Why:
- Post-delivery relationships stay strong.
- Who:
- Support, PMs.
- Example:
- Client opens ticket → assigned → resolved → renewed.
Reports & Analytics
- What:
- Sales, pipeline, source attribution, delivery, payments, and team workload.
- Why:
- Know your business, not just your inbox.
- Who:
- Owners, ops leads.
- Example:
- Weekly review → win-rate up, retainer risk flagged.
AI Assistant
- What:
- Meeting summaries, proposal drafts, follow-up emails, audit summaries, client updates.
- Why:
- Drafts in seconds. Your team decides what ships.
- Who:
- Everyone.
- Example:
- After a call → summary + follow-up email drafted → send in 1 click.
Workspace Roles & Permissions
- What:
- Owner, admin, and member roles with per-module scopes.
- Why:
- Right access for the right person.
- Who:
- Admins.
- Example:
- New hire → member role → sees only assigned projects.
Notifications
- What:
- In-app + email notifications for follow-ups, approvals, payments, tickets.
- Why:
- Nothing slips.
- Who:
- Everyone.
- Example:
- Overdue follow-up → reminder appears on the dashboard.
SaaS Billing & Usage Limits
- What:
- Trial, Free, Starter, Growth, Pro, Enterprise. Clear caps per plan.
- Why:
- Predictable costs.
- Who:
- Owners.
- Example:
- Approaching lead cap → upgrade prompt in-app.
30-day Growth trial · No credit card