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Client acquisition & work intelligence

From first lead to client work, approval, payment and delivery — one connected workspace.

Capture the opportunity, research before the relationship starts, create the proposal, convert Won leads without retyping, then run the work, approvals, payments and delivery from the same connected context.

Start from €12.99 / month* See how it works
Leads & Pipeline Smart Research Client 360° Today Board Proposals & Approvals Secure Delivery
1
Lead pipelineCapture the opportunity before it becomes a client
2
Client 360°See the full picture
ACAcme SolutionsB2B ServicesActive
OverviewProjectsProposalsHistory
CompanyContactsProjectsProposals
3
Today BoardKnow what deserves attention next
Next best action→ Your day→ Needs attention→
Unified, professional communication at every step.Ready email templates, with client details and your own company identity.
Lead captured Research Proposal Won → Client Delivery
01 · Leads & Client Acquisition

Start the relationship before the client record exists.

Keep every prospective relationship in one canonical pipeline. Research, proposals, files and follow-up can begin while it is still a Lead, then Won converts the same history into Client 360° without retyping or duplicate records.

01One acquisition pipelineNew, Contacted, Qualified, Proposal sent, Won and Lost stay visible in one board. 02Work before conversionRun Research, prepare proposals, add files and schedule follow-up directly from the Lead. 03Won without retypingCreate or link the Client and optionally a Project while keeping acquisition history connected.
02 · Research Intelligence

Research that becomes usable client intelligence.

Workspace analyses confirmed public sources, organises useful facts, services or products, contacts, brand signals and evidence, then keeps that knowledge ready for the next piece of work.

03 · Brand Intelligence

Brand context stays connected to the client.

Colours, typography, visual identity and brand signals become part of the same client picture, ready for proposals, projects and future work.

04 · Client 360°

Open a client. Know what matters in 30 seconds.

The Client Brief shows who they are, where the relationship stands, what changed and what to do next. Open the full Client 360 only when you need the evidence, opportunities, risks and complete history underneath.

05 · Action Center & Today Board

Open the Workspace and know where to start.

The Today Board reads the same Leads, Clients, Projects, Planner, Proposals, Requests, Billing and Notifications you already use, then surfaces the next useful action without creating a second task list.

01Next best actionOne clear priority from the real Workspace signals that need attention. 02Your day in contextScheduled work, follow-ups and deadlines stay beside the relationship that created them. 03Personal navigationEach user can reorder Workspace sections and menu items around the way they work.
06 · Proposals & Approvals

Send a professional document. Know exactly what happened next.

Prepare proposals or other client approvals, send them through a private client view and keep the response, version and activity connected to the same relationship.

01Reusable document defaultsStart with your positioning, about text and terms already in place. 02Online client responseSend for review and record the explicit acceptance or response. 03Version-aware audit trailKeep who responded, when, and which document version they saw.
07 · Unified Brand System

Set your identity once. Keep every client touchpoint consistent.

Brandmark, logo, wordmark, colours, business name and website live centrally in Settings. Proposals, payment requests, Research Reports, emails and the Client Portal inherit them automatically, while a module or individual document can override only what it needs.

↳Global Brand → Module Defaults → Document OverrideA calm inheritance model that keeps defaults useful without locking every document to the same presentation.
08 · Planner & Calendar

Turn the calendar into your working day.

Create tasks directly in the planner, move existing work onto a day, add routines and see external calendar events beside Workspace work — without disconnecting the schedule from the client or project.

✓Quick task planning ✓Recurring routines ✓Drag & drop scheduling ↗Read-only calendar sources

Google, Outlook / Microsoft 365, iCloud and other iCal / ICS calendars can appear as read-only context. Workspace never needs permission to edit those external events.

09 · Charges & Payments

Keep the commercial follow-up next to the work.

Create branded payment requests, record full or partial payments and schedule recurring charges without losing the connection to the client, project or proposal that created them.

01Branded payment requestsClear client-facing documents with your business identity. 02Partial & full paymentsSee what was requested, paid and still outstanding. 03Recurring schedulesRepeat monthly, quarterly, yearly or on the schedule you define. 04Recorded commercial historyKeep sent, payment and status activity ready when you need proof.

Workspace tracks payment requests and commercial status. It is not an accounting or tax-invoicing application.

10 · Secure Exchange

Client files do not need to travel by email.

Request files or deliver work through private rooms with recipient verification, private storage and recorded activity — all inside the same client experience.

Request

Request files.

The client receives a secure upload room without needing a new account.

Email verificationRecipient verificationReady
Private destinationFiles remain privateProtected
Deliver

Deliver securely.

Files remain private and the recipient passes through the Workspace security layer.

Email OTPVerified recipientVerified
Audit trailRecorded activityLogged
Client PortalVerified private client accessPrivate
11 · One connected workspace

One client context. Every tool builds on it.

Leads capture the opportunity before Client 360°. Research adds evidence. The Today Board, Projects and Planner turn context into action. Approvals, payments, portal activity and secure exchange then return to the same relationship history.

01Capture & qualifyKeep the opportunity, contact, source, value and follow-up in the Lead pipeline before conversion.
02Research & understandEvidence, contacts and brand signals create useful client context before or after conversion.
03Build Client 360°Won keeps Research, Proposals, files and acquisition history connected to one reusable client picture.
04Act on todayThe Today Board brings together the next action, scheduled work, attention signals and notifications.
05Approve & track valueProposals, approvals, payment requests and recurring schedules stay beside the work.
06Deliver & keep historyPortal activity, file requests, secure deliveries and notifications return to the same relationship history.
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Client data stays under your control.Export a structured copy or permanently erase the Client 360 relationship and directly connected Workspace data, including acquisition history and Lead files, when you need to.
12 · Subscription plans

Start small and grow when you need to.

Three simple plans for freelancers and small teams. Storage stays an add-on so the base subscription does not get unnecessarily expensive.

-35% annual
Essential
For an individual professional or a simple client-facing workflow.
≈ €12.99/ month*
€155.92 / year · -35% from €19.99 / month
✓1 Workspace User✓Leads & acquisition pipeline✓Action Center & personal menu✓Clients, Projects, Tasks & Milestones✓Central Calendar & personal planning✓Private Client Portal✓Secure Deliveries & File Requests✓Incoming Requests & History✓Smart Research & Client 360°✓Guided professional messages✓30 Research runs / month✓Email OTP recipient verification
Best choice
Professional
For small teams that want client intelligence and the complete workflow.
≈ €25.99/ month*
€311.92 / year · -35% from €39.99 / month
✓3 Workspace Users✓Everything in Essential✓Proposal templates, online approval & full Client 360°✓Brand Intelligence✓Advanced Research context✓120 Research runs / month✓Personal Google Drive
Business
For small companies that need more control.
≈ €51.99/ month*
€623.92 / year · -35% from €79.99 / month
✓10 Workspace Users✓Everything in Professional✓300 Research runs / month✓Company R2 / S3 integration✓White-label experience✓Advanced permissions foundation✓Priority support
Self-Hosted license

Prefer to run Workspace on your own WordPress?

Install ThinkEasy Workspace on your own WordPress website and hosting, with your Workspace data kept in your own environment.

✓License for 1 WordPress website ✓6 months technical support included ✓Installed on your own WordPress and hosting ✓The installed plugin keeps working when the included support period ends
One-time purchase
€390.00/ 1 site
6 months support included
Add-ons

Add only what you need.

Storage, extra users and additional Research capacity can be added independently of the base plan.

Extra StorageAdditional private space only when you need it.
Extra UsersAdd seats without being forced to change plan.
Research CapacityMore enriched reports during periods of heavier use.
*Annual billing: the displayed monthly price is the monthly equivalent of the annual subscription with a 35% discount.
Subscription plans and the Self-Hosted license are separate purchase models. Self-Hosted is licensed for one WordPress website and includes six months of technical support.
Secure Client Workspace

Win the client. Run the work. Keep the relationship connected.

Start with the Lead pipeline, Research and Client 360, then move naturally into the Today Board, projects, Planner, proposals, approvals, payments, Client Portal, secure exchange and history — all under one reusable brand and relationship context.

See the plans Open Workspace
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