Visual lead pipeline
Drag leads through customizable stages. See your pipeline at a glance and know exactly where every opportunity stands.
Every opportunity in one pipeline.
Capture leads, track them through a visual pipeline, manage contacts and companies, and see the full history of every client relationship from first inquiry to final payment.
Lead & Client Management
What's included
Contact and company management
Store contacts, companies, and their relationships. Link multiple contacts to a client. See the full communication and billing history.
Activity timeline
Every call, email, note, proposal, invoice, and payment logged on a single timeline. Nothing gets lost across tools.
Lead scoring and qualification
Track lead sources, assign values, and score opportunities. Focus your time on the deals most likely to close.
Convert leads to clients
When a lead closes, convert them to a client with one click. All history carries forward — proposals, contracts, and communication.
Custom fields and tags
Add the fields that matter to your business. Tag and filter leads by industry, source, service type, or any criteria you define.
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Frequently asked questions
Is Ratio a CRM for service businesses?
Yes. Ratio is a deal-to-cash CRM built specifically for service businesses — freelancers, consultants, and agencies — covering lead pipeline, proposals, contracts, invoicing, payments, scheduling, and client communication in one system.
How does Ratio compare to traditional sales CRMs like Salesforce or HubSpot?
Salesforce and HubSpot are built for B2B sales pipelines that end when a deal closes. Ratio is built for service businesses where the work continues after the deal closes — through proposals, contracts, invoices, and payment operations. It is a service-business operating system, not a sales tool.
Can I capture leads from my website with Ratio?
Yes. Embed intake forms, questionnaires, and service configurators on your website. Submissions create leads automatically with source attribution.
Does Ratio track lead sources and conversion?
Yes. Every lead has a source field (referral, inbound, paid, specific campaigns). Pipeline reporting shows which sources produce paying clients and at what value.
Can I import leads and clients from another CRM?
Yes. Import from CSV or migrate from HoneyBook, Dubsado, 17hats, Bonsai, and other CRMs. Our support team can help with the transition.