Rellby
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Features

One workspace that knowswho owes you., what's unbilled., what pays best., what's approved.

Spreadsheets can't tell you. Your inbox definitely can't. Rellby connects pipeline, delivery, time, and money, so the answer is one click away instead of an afternoon of digging.

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7core modules
1record per engagement
2payment providers
4contract regions
0copy-pasting between tools
Watch it work

Scroll. Each module plays out like it does on a real Tuesday.

01 · Pipeline

No deal goes quiet.

Inbound, Qualified, Proposal, Won, Lost. Every card carries the company, contact, value, and the next follow-up, and overdue ones surface on their own.

  • Value + currency on every deal
  • Overdue follow-ups highlighted
  • Convert to client and project in one step
02 · Proposals & e-sign

From draft to signed, without the attachment chain.

Reuse approved clauses, pick regional terms for India, the US, the UK, or the EU, share a private review link, and collect the signature online.

  • Versioned proposals
  • Online signature capture
  • PDF + DOCX export
03 · Projects & tasks

Work moves. Everyone can see it.

Milestones and tasks with priority, due dates, dependencies, and comments. Choose exactly which milestones the client sees and signs off.

  • Dependencies + comment threads
  • Client milestone sign-off
  • Per-project rate override
04 · Time tracking

Every hour finds its invoice.

Run a timer with idle warnings or log time manually, then turn selected billable entries into one invoice grouped by entry, task, or project.

  • Live timer + weekly timesheet
  • Billable / non-billable
  • Time → invoice in one click
05 · Invoicing & payments

Sent is not paid. Rellby knows the difference.

Line items, tax, discounts, currency, and due dates. Clients pay through Stripe or Razorpay, and an invoice only turns paid once payment is confirmed.

  • Stripe + Razorpay
  • Duplicate-safe confirmations
  • Remaining balance tracked
06 · Profitability

See which work actually pays.

Invoiced revenue minus labour minus direct expenses, per project. Colour-coded margins make the outliers impossible to miss.

  • Gross profit per project
  • Effective hourly rate
  • QuickBooks + Xero exports
07 · Client portal

Your client sees progress. Never your costs.

A private, branded portal for progress, approvals, invoices, payments, handover, and feedback. Internal notes, costs, and margins stay on your side.

  • Secure email invites
  • Typed-name closeout sign-off
  • Satisfaction score + sentiment
Drag the line

Same project. Two very different Fridays.

Without Rellby
Re: Re: final_FINAL_v7.pdfEmail · 23 replies
Did they sign the contract?Your own reminder
Timesheet missing for last weekSpreadsheet
Invoice #1031 is 21 days overdueAccounting app
Which scope did we agree on?Slack · #client-atlas
Client: “any update?”WhatsApp
With Rellby
Atlas rebrand · one record
Proposal v3Accepted · signed
Milestone 2Approved in portal
Unbilled time14.5 h → Invoice #1043
Invoice #1031Paid · confirmed
Next stepKick off milestone 3
Everything, searchable

Looking for something specific? Search it.

12 of 12 areas

01

Dashboard

Pipeline value, receivables, unbilled work, active clients and projects, and logged hours in one view.

  • Revenue and delivery highlights together
  • Recent activity as work moves
  • Quick access to leads, projects, billing, and time
02

Pipeline

Move opportunities from Inbound to Won as the conversation progresses.

  • Company and contact together
  • Estimated value and follow-up date
  • Overdue follow-ups highlighted
  • Turn an opportunity into a client and project
03

Proposals & contracts

Draft, share, sign, and convert to a project.

  • Reusable approved clauses
  • Regional terms for India, the US, the UK, and the EU
  • Online signature capture
  • PDF and DOCX export
  • Accepted proposal becomes a project with an optional deposit invoice
04

Projects & tasks

Milestones and tasks under every project.

  • Stages from planning through completion
  • Per-project hourly rate override
  • Task priority from low to urgent
  • Dependencies and comment threads
05

Time tracking

Timer or manual entry, with a reminder for forgotten timers.

  • Live timer with idle warning
  • Weekly timesheet and entries views
  • Per-entry rate override
  • Group billable time by entry, task, or project
06

Billing

Invoices with line items, tax, discounts, currency, and due dates.

  • PDF export
  • Stripe and Razorpay payments
  • Paid only after confirmation
  • Duplicate confirmations never double-count
  • Remaining balance on every invoice
07

Retainers & subscriptions

Fixed, hourly, usage-based, or milestone billing on your schedule.

  • Rollover hours with optional cap
  • Automatic overage billing
  • Monthly recurring revenue view
  • Pause, resume, or cancel with grace periods
08

Profitability

Revenue minus labour minus expenses equals gross profit.

  • Expense categories
  • Reimbursable flag per expense
  • Colour-coded margins
  • Financial CSV and accounting exports
09

Client portal

Private, branded, and invite-only.

  • Secure email invites
  • Per-project document visibility
  • Milestone acceptance
  • Typed-name wrap-up sign-off
10

Wrap-up & feedback

Close projects properly and learn from them.

  • Wrap-up report with deliverables and totals
  • Retrospective: wins, risks, scope changes
  • Automatic feedback request at closeout
  • 1–10 scores, sentiment, and call requests
11

Getting started

A six-step checklist to your first invoice.

  • Brand, first client, time entry, invoice
  • Checklist follows your progress
  • Dismiss once complete
12

Import & export

Bring data in, take it out, anytime.

  • Import clients, leads, projects, tasks, invoices, payments, and time
  • Review errors before importing
  • Complete workspace backup
  • QuickBooks and Xero exports
  • Deadlines to your calendar

All of it, live in under 30 minutes.

The setup checklist walks you from brand to first invoice. 14-day trial, full access, no card.

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