About Propogen
Propogen is a complete workspace for agencies, freelancers, and service businesses. Every module — from the first lead to the final invoice — is designed to work together, not in isolation.
Why we built this
Most agencies piece together a dozen different apps — a CRM for leads, Notion for projects, Google Docs for proposals, DocuSign for signatures, another tool for invoices, and a spreadsheet holding it all together. Data lives in silos. Nothing talks to anything else.
Propogen was built around one idea: when you win a lead, that should already know about your proposal. When a proposal is accepted, your project and invoice should be one click away — not a copy-paste exercise. When a client pays, your dashboard should reflect it. The whole pipeline, connected.
The platform
Propogen is not a collection of loosely connected features. Every module shares the same data, the same clients, the same context.
Acquisition
Leads
Pipeline-based lead tracking with stages, valuation, assignments, stale detection, and Captain AI fit scoring on every lead.
Forms
Build intake, lead capture, feedback, and project intake forms with 20+ field types, conditional logic, and five visual themes. Captain AI can generate an entire form from a brief.
Clients
Full client profiles with contact history, revenue tracking, health status, engagement tags, and a direct link to every proposal, project, invoice, and message for that client.
Sales
Proposals
A full drag-and-drop proposal builder with 40+ block types — pricing tables, case studies, team bios, testimonials, timelines, payment schedules, and more. One-click conversion to a project or contract.
Contracts
Create, send, and collect digital signatures on contracts. Full audit trail: sent, viewed, signed, timestamped. Templates for common engagements.
Client Portal
Every client gets a branded portal — their own space to view proposals, sign contracts, pay invoices, check project progress, and message your team. No login required.
Delivery
Projects
Project workspace with tasks, milestones, file storage, team assignments, budget tracking, profitability analysis, and a full activity timeline.
Time Tracking
Weekly time logging against projects and tasks, with billable vs non-billable breakdown, utilization tracking, approval workflows, and profitability reporting.
Messages
Threaded client and team messaging, organized by project and client. Captain AI assists with drafting replies.
Finance
Invoices
Multi-currency invoicing with line items, tax, payment terms, and real-time status tracking. Clients pay directly from the invoice link — no external tool needed.
Payments
Payment collection via Razorpay and GoCardless, with proof tracking, chargeback history, and automatic invoice status updates on payment.
Reports
Revenue summaries, profitability by project, collection rates, and activity analytics across any date range — month, quarter, year, or all time.
Operations
Automations
25+ pre-built workflows covering every module — send welcome emails when a client is created, notify the team when a proposal is viewed, create a project the moment a contract is signed. Plus a custom automation builder.
Team & Roles
Invite members, assign one of 8 built-in roles (Owner, Admin, Sales, PM, Developer, Finance, Member, Viewer), or create fully custom roles with granular permissions.
Integrations
Connect Slack, WhatsApp, Google Workspace, QuickBooks, Xero, Razorpay, GoCardless, Google Drive, OneDrive, Zapier, Calendly, Notion, and more.
Storage
Workspace-wide file storage with category organization, quota tracking, and file sharing across projects and the client portal.
Templates
Reusable templates for proposals, contracts, and emails — build once, use across every client engagement.
Audit Log
A complete, timestamped record of every action taken across your workspace — by every team member — for accountability and compliance.
Captain AI
Captain AI is embedded across every module — not a separate tool you have to switch to. It scores a lead from a form submission, drafts a proposal from that lead's brief, suggests a contract based on the accepted proposal, and flags a project that's running behind. It has context because it lives inside the same data you do.
You configure Captain with your agency's methodology, differentiators, pricing philosophy, and writing style. What comes out sounds like you wrote it — not like a generic AI template.
Score every form submission for budget, intent, and fit — automatically.
Generate a full proposal from a client brief. 40+ blocks, your voice, one click.
Draft or improve a contract based on the scope and engagement type.
Build an intake or lead capture form from a one-line description.
Detect project risks, surface overdue tasks, and flag scope drift.
Suggest and build custom automations based on your workflow patterns.
Draft client replies with the right tone for the context.
The builder
Propogen is built by a solo founder. Not a team of fifty, not a venture-backed startup with a marketing department. One person who got tired of watching agencies — including their own — spend more time managing tools than serving clients.
That constraint shapes every decision. There's no bloat, no feature for the sake of a pricing tier, no committee approval needed to fix something. When you report a bug, the person who built that feature reads your message.
The goal is simple: build a platform good enough that a freelancer or a ten-person agency can replace their entire tool stack with one thing, and spend the time they save on actual client work.
What we're building toward
Propogen is in invite-only beta. We're onboarding agencies and freelancers carefully, learning what matters, and building toward a platform that handles the full weight of running a client business — without the complexity that comes with it.
Get early accessInvite-only beta · no credit card required
