Follow a client engagement from first conversation to payment and handover.
Follow a client engagement from first conversation to payment and handover.
On your first sign-in, Northline sets up a workspace for you and takes you straight to a guided setup.
You arrive at your dashboard with a setup checklist ready to guide you.
Add the company, contact, source, value, and follow-up date, then move the opportunity through the stages.
Keep notes with the opportunity. When you are ready, choose Convert to create the client and project.
Use approved clauses and choose the appropriate regional terms. Share a private review link and collect a signature online.
Once accepted, turn the proposal into a project with milestones, tasks, and an optional deposit invoice.
See completion, approvals, and remaining tasks at a glance. Choose which milestones clients can see.
As milestones are completed, clients can review and accept them from the portal.
Track time against a project and task, or add an entry after the fact. A reminder helps prevent forgotten timers.
Select billable entries, group them by entry, task, or project, and turn them into an invoice.
Create an invoice from your work, add tax or discounts, choose the currency and due date, then send it by email.
Your client receives the invoice with secure Stripe or Razorpay payment options.
Your client pays securely through Stripe or Razorpay, and the invoice updates automatically once payment is complete.
The payment is recorded against the invoice, the remaining balance updates, and the invoice is marked paid when fully settled.
Northline calculates gross profit from revenue, labour cost, and direct expenses.
Download a financial or accounting export for your records.
When the last milestone is done, create a wrap-up with deliverables, milestones, invoiced totals, and a maintenance plan.
The project closes with a clear handover record. You can invite the client to share feedback.
Clients can share a score from 1 to 10, sentiment, written feedback, a call request, or a scope change.
Feedback appears on your dashboard so your team can follow up when needed.
Pipeline value, receivables, unbilled work, active projects, and your effective hourly rate stay current.
Repeat the rhythm with the next enquiry.
Our goal is to help you send your first invoice in under 30 minutes.
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