How Stack works

From first enquiry to ongoing client work.

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Hi Chris, here’s your brief for today

Someone at a laptop in a warmly lit room, reading with a slight smile.

What’s in Stack

All features

Your workspace

Inbox, calendar, tasks and contacts, together

Sales pipeline

Every opportunity, from enquiry to a yes

Client management

Records, onboarding and documents after the sale

Client portals

A page of their own for every client

Penny & automations

Briefs, drafts and reminders you confirm

Setup & integrations

Gmail, Outlook, Slack, SMS and your calendars

How it connects

Website redesign

Won

Harbour Finance

Now a client

Start onboarding

From enquiry to client

An enquiry lands in your inbox and becomes a deal in the pipeline. Win it, and the client record is set up from the same thread, with an onboarding checklist ready to go.

Linked records

Won deal becomes a client

Client portal

Harbour Finance

Brand guidelines.pdf

Visible to the client

Post an update

Client portals

Progress, documents and requests from the client record, on a page of the client’s own. They sign in by emailed link, with no account to set up. You choose what they see.

Emailed sign-in link

You choose what’s visible

One place for the work behind every client relationship.

Start with the day ahead. Follow an opportunity through your pipeline. Keep managing the relationship when that prospect becomes a client.

Penny and automations

Help with the work around the work.

Automation

Active

“Remind me three days before the proposal is due.”

Next run

Mon 27 Oct, 9:00

Draft reply

For your review

Re: Website redesign

Penny · Draft

Edit and send

Daily and meeting briefs

What’s on, what’s due and who you’re meeting, ready before you are.

Drafts for your review

A first draft of the reply, in your voice. You edit and send.

Tasks from plain English

Tell Penny what needs doing. She proposes the task; you confirm it.

Date-based automations

A reminder three days before a task is due, a check-in every Monday. Penny sets it up; you switch it on.