How Kizani works

From lead to payout in one connected loop

Kizani replaces the patchwork of CRM, project tools, time trackers, and invoicing apps with a single workflow. Here is how data moves from first conversation to collected payment—without re-entering it at every step.

Why agencies choose one platform over three

No duplicate entry

Scope from an accepted quote becomes the project budget. Time logged on cards flows straight into invoices.

Clients stay in the loop

Quotes, progress, change requests, and payments live in one branded portal—not scattered across email threads.

Margin you can see

Budget burn and profitability reports use the same hours your team tracked—not a reconciliation export at month end.

1

Step 1

Win & Scope

CRM, quotes, and structured delivery plans

Capture opportunities in a sales pipeline, send professional quotes clients can approve online, and convert accepted work into a project with budget and scope already defined—no separate proposal tool or spreadsheet handoff.

Lead / Opportunity
Quote
Client Approval
Project + WBS
  • Track leads and opportunities on a Kanban sales pipeline with stage forecasting.
  • Build quotes with line items, taxes, and optional project linkage—then email a secure link for client review.
  • When a quote is accepted, convert it directly into a project with budgeted hours carried over.
  • Paste a plain-text WBS wireframe (ideal output from an AI scope prompt), import it in one step, and use the same structure for quotes and Kanban scaffolding.
Kizani sales pipeline, quote creation, and work breakdown structure for scoping a project

Want the full feature list? Explore sales, pipeline & quotes →

2

Step 2

Execute & Track

Kanban delivery with time logged where work happens

Run work on Kanban boards and Gantt timelines while your team logs time directly on task cards. Keep internal lists and cards private, share progress through the Client Portal, and handle scope changes with formal change requests.

Kanban Cards
Time on Cards
Internal Work
Client Portal
  • Organize work on Kanban boards with milestones, dependencies, and real-time updates across your team.
  • Start and stop timers on cards—or link time entries to tasks—so billable hours stay tied to the work that produced them.
  • Use client-visible and internal-only lists/cards so internal discussion stays private while clients see curated progress.
  • Clients access a branded portal for roadmap views, invoices, quotes, and change requests without email back-and-forth.
Kizani Kanban board with time tracking on a card and client portal progress view

Want the full feature list? Explore project management →

3

Step 3

Bill & Analyze

Invoices from logged work and live project burn

Turn uninvoiced time and expenses into professional invoices in a few clicks. Collect payment through the Client Portal, then monitor budget burn, profitability, and forecasts from the same data your team already logged.

Uninvoiced Time
Invoice
Client Payment
Profitability Reports
  • Generate invoices from uninvoiced time logs and project expenses—grouped by client, project, or date range.
  • Send invoices with online payment via Stripe or PayPal; clients pay from their portal without extra tools.
  • Get budget alerts as projects approach time or spend thresholds so you can intervene before margin slips.
  • Review client profitability, P&L, income forecasts, and capacity planning from one connected dataset.
Kizani uninvoiced time to invoice workflow and client profitability reporting

Want the full feature list? Explore time tracking & invoicing →

See the loop in action

Start a 14-day full-access trial and run a project from quote to invoice—no credit card required.