Proposals signed.
Invoices paid.
Without the chase.
Slate CRM is the proposal-to-payment platform for contractors, agencies, and consultants. Send proposals your clients actually approve, invoices they actually pay, and skip the email back-and-forth.
No credit card. Set up in a single working session.
Cut your proposal cycle in half
Templated cover, milestones, line items, terms, and signature — fill in the blanks and send. Your clients sign in their browser. No DocuSign.
Invoices that actually get paid
Generate invoices from signed proposals in one click. Email them with a magic link your client clicks straight into their portal.
One source of truth per client
Customer, contacts, proposals, invoices, payments, and activity — all on one page. Stop digging through email threads.
Everything you need from quote to cash
Slate replaces three tools — the proposal generator, the invoicing app, and the client portal — with one workspace your team and your clients both like using.
Branded proposals
Cover, scope, milestones, line items, terms, and signature — all on your letterhead, all in one document.
One-click invoicing
Convert signed proposals to invoices. Split into milestone billing or send the full amount.
Magic-link client portal
Clients click a link in their email — no passwords, no support tickets. They review, sign, and pay.
Automatic reminders
Past-due invoices and expiring proposals get a polite nudge from the system, on your schedule.
Print-perfect PDFs
Every proposal and invoice is a real PDF — print it, attach it, archive it. No screenshots.
Team & roles
Owner, admin, and sales roles. Assign customers to teammates. Audit log on every status change.
Three steps from kickoff to deposit
Build the proposal
Pick a template, drop in line items and milestones, set your terms. Slate prices it as you go.
Send and get signed
One email, one click for the client. They review in their portal and sign in the browser. You get notified the second they accept.
Invoice, remind, get paid
Convert to invoices, schedule milestone billing, and let Slate chase late ones for you. Payments roll up to the customer record automatically.
The portal your clients won't complain about
Every proposal and invoice gets its own magic link. Clients click the email, land on a clean view of just their documents, and sign or pay without creating an account.
- No passwords. No "forgot my password" tickets.
- Each link is single-use and expires automatically.
- PDFs available to download alongside the live view.
- Branded with your logo, colors, and terms.
Hi Jamie, your proposal for the Riverside buildout is ready. Click below to review and sign — should take about 3 minutes.
Single-use link · Expires in 7 days
Questions, answered
Who is Slate CRM for?
Project-based businesses that send proposals before they invoice — construction trades, IT consultancies, marketing agencies, design studios, freelancers running anything bigger than a one-line gig.
How long does setup take?
A single working session. We provision a tenant for you, you upload your logo and terms, build a template or two, and you can send your first proposal that day.
Do my clients need to create an account?
No. They get a magic link in email that drops them straight into their portal. Single-use, expires automatically, no password to forget.
Can I export my data?
Yes. Every document is a real PDF you can download, and the underlying customer/proposal/invoice data is yours to export at any time.
Is it multi-tenant?
Yes — each Slate workspace is a fully isolated organization. We use it ourselves to run multiple businesses without anything crossing over.
See it on a call. Decide in fifteen minutes.
Walk through your proposal-to-payment flow with us. We'll show you Slate against your actual workflow, no slideware.