Complete guide to features

Business Plan

Build a solid revenue-oriented business plan. Define your financial goals, test your assumptions and turn your vision into a concrete action plan.

• 1

  Revenue goal setting

  Set your annual and monthly revenue targets. The platform automatically calculates the number of billable days required.

• 2

  Scenario simulation

  Test different assumptions: daily rate, occupancy rate, expenses. Visualize the impact on your profitability in real time.

• 3

  Expense tracking

  Include all your fixed and variable expenses: taxes, health insurance, professional liability, tools, training...

• 4

  Professional PDF export

  Generate a complete PDF business plan for your banking or administrative procedures.

Mission search

Access the best opportunities on the market through our integrations with major freelance platforms. Centralize your search and save time.

• 1

  Multi-platform integration

  Access offers from Freework, Collective Work and other platforms directly from your workspace.

• 2

  Advanced filters

  Filter by skills, location, daily rate, contract type and mission duration.

• 3

  Custom alerts

  Set up alerts to be notified as soon as a mission matching your criteria is published.

• 4

  Opportunity conversion

  Turn an interesting mission into a business opportunity with one click to track it in your pipeline.

CRM & Sales management

Structure your sales approach with a CRM designed for freelancers. Manage your contacts, track your opportunities and never miss a follow-up again.

• 1

  Company management

  Centralize your clients and prospects information: contact details, company ID, exchange history, associated documents.

• 2

  Contact management

  Associate multiple contacts with each company. Keep track of your contacts and their roles.

• 3

  Opportunity pipeline

  Track your business opportunities with an intuitive Kanban board. Visualize your pipeline and anticipate your workload.

• 4

  Activity planning

  Schedule your calls, meetings and follow-ups. Never miss an important sales action again.

• 5

  Integrated calendar

  View all your business activities in a dedicated calendar. Sync with your agenda.

Contracts

Generate professional contracts in a few clicks. Customize clauses, track versions and send for electronic signature.

• 1

  Automatic generation

  Create contracts from your missions with one click. Client and mission information is pre-filled automatically.

• 2

  Customizable templates

  Use contract templates adapted to your business. Customize clauses according to your needs.

• 3

  Built-in editor

  Edit your contracts directly in the platform with a rich text editor.

• 4

  Status tracking

  Track your contract status: draft, sent, validated, signed. Keep a complete history.

• 5

  Email sending

  Send your contracts directly by email to your clients from the platform.

• 6

  PDF export

  Download your contracts in professional PDF format, ready to be signed.

Timesheets

Enter your time easily and generate professional timesheets. Track your activity mission by mission and send your reports to your clients.

• 1

  Simplified entry

  Enter your working days easily with an intuitive calendar interface.

• 2

  Mission view

  View and manage your time by mission. Each mission has its own tracking.

• 3

  Monthly validation

  Validate your timesheets month by month. Once validated, they are locked to ensure data integrity.

• 4

  PDF export

  Generate professional PDF timesheets with detailed working days, ready to send.

• 5

  Send to clients

  Send your timesheets directly by email to your clients from the platform.

• 6

  Complete history

  View the history of all your timesheets. Easily find your past reports.

Quotes

Write professional quotes and track their acceptance. Convert them to invoices with a single click once accepted by your clients.

• 1

  Quick creation

  Create quotes in a few clicks. Add your services, quantities and rates easily.

• 2

  Automatic numbering

  Quote numbers are automatically generated according to your custom format.

• 3

  VAT calculation

  VAT is automatically calculated according to configured rates. Manage multiple rates if needed.

• 4

  Email sending

  Send your quotes directly by email to your clients with a personalized message.

• 5

  Status tracking

  Track your quote status: draft, sent, accepted, rejected. Follow up if needed.

• 6

  Convert to invoice

  Convert an accepted quote to an invoice with one click. All information is carried over.

Invoices

Create and manage professional invoices compliant with regulations. Track your payments and automate your reminders.

• 1

  Invoice from timesheets

  Generate your invoices directly from your validated timesheets.

• 2

  Legal compliance

  Invoices compliant with French regulations with all mandatory mentions.

• 3

  Automatic numbering

  Automatic sequential numbering compliant with legal requirements.

• 4

  Payment tracking

  Mark your invoices as paid and track your collections in real time.

• 5

  Automatic reminders

  Set up reminders for unpaid invoices. Stop chasing payments.

• 6

  Credit notes

  Generate credit notes in case of refund or correction.

• 7

  Accounting export

  Export your data in a format compatible with accounting software.

Dashboards

Manage your activity in real time. Visualize your KPIs, anticipate your cash flow and make the right decisions with comprehensive dashboards.

• 1

  Real-time KPIs

  Track your key indicators: actual vs target revenue, occupancy rate, number of billable days.

• 2

  Revenue tracking

  Visualize your revenue evolution month by month. Compare with your goals and the previous year.

• 3

  Sales pipeline

  Evaluate your pipeline potential. Anticipate your workload and identify priority opportunities.

• 4

  Payment tracking

  Keep an eye on your collections. Quickly identify late payments.

Document management

Centralize all your professional documents. Contracts, invoices, timesheets, client documents: everything is organized and accessible in a few clicks.

• 1

  Secure storage

  All your documents are securely stored and accessible from anywhere.

• 2

  Folder organization

  Create a folder structure adapted to your organization. Find your documents instantly.

• 3

  Preview

  Preview your PDF documents directly in the interface without having to download them.

• 4

  Easy sharing

  Easily share your documents with clients via a secure link.

Profile & Company

Configure your personal profile and company information. This data is used to generate your compliant professional documents.

• 1

  Personal information

  Manage your contact details, profile picture and notification preferences.

• 2

  Freelance company

  Enter your company legal information: company ID, address, legal form, VAT number.

• 3

  Bank details

  Add your bank account details so they automatically appear on your invoices.

• 4

  Company logo

  Upload your logo to customize your documents (invoices, quotes, contracts).

• 5

  Newsletter preferences

  Choose which communications you want to receive: news, tips, updates.

Account Security

Protect your account with advanced security features. Enable two-factor authentication for optimal protection of your data.

• 1

  Two-Factor Authentication (2FA)

  Add an extra layer of security with a code sent by email when logging in.

• 2

  Trusted device management

  View and manage devices authorized to access your account without 2FA.

• 3

  Password change

  Change your password at any time from the security settings.

• 4

  Session revocation

  Disconnect all trusted devices with one click if you have any doubts.

Subscription & Billing

Manage your Freelance Platform subscription with ease. View your invoices, update your payment method and track your usage.

• 1

  Subscription status

  View your current plan, renewal date and subscription status.

• 2

  Invoice history

  Access all your subscription invoices and download them as PDF.

• 3

  Payment method

  Update your credit card or change your payment method securely.

• 4

  Trial period

  Enjoy a 30-day free trial with no credit card required to test all features.

• 5

  Cancellation

  Cancel your subscription at any time with no commitment. Your data remains accessible until the end of the paid period.