Marketers

Gather leads and information with a custom web form from Indy. Using the Forms tool, you can create questionnaires for new leads, client onboarding, and any other moment when you need to ask a few questions. The forms can be used as a link just about anywhere or embedded directly onto your website. Form answers, such as new leads, can be easily added into your Indy Contacts list.

Once you have a lead, you can help them become a paying client with professional paperwork. Indy’s Proposals and Contracts Tools allow you to create attractive documents that show your value to your potential clients. Integrated e-signature functions help clients sign up faster so you can start working together sooner.

Create forms for different types of clients so you collect the right information right from the beginning. Ask about marketing goals, current activities, and potential opportunities in your onboarding forms. Once you’ve started to connect, use Indy’s Calendar tool to schedule a kick-off meeting to plan your first few steps with your new client.

Once the work starts, the goals and deadlines start mounting up. Indy helps you manage everything in one place with Projects. Each project has its own workspace with Tasks, Time Tracker, recent Files, Chat, and Invoices. As you work on your project, all these tools work together to keep you organized and on top of the work.

Indy makes it easier to get paid with a simple Invoices tool you can use to create professional invoices, accept payment from multiple methods such as PayPal, Stripe, Zelle, and others, as well as track invoice payment by project. When you’re working on an hourly project, track your time with the Time Tracker tool. These time tracks can be added to an invoice with just a few clicks.