Indy Reviews

I am quite happy with this; it is close to FreshBooks, needs work, but it is getting there. I have tried other invoicing and proposal software, and I am the happiest with this one. This deal is solid, and once you figure out the works and they fix a few issues, it will be world-class.

Hi,
I invested in Indy to manage several of my companies, get a better overview, and improve follow-up with clients. After testing it, I can already see how it improves my processes across different clients, and the potential of this product is clear and helpful.

What I’d love to see next is support for better text editing, more document types beyond contracts and proposals, for example, customisable report templates for SEO, marketing, and other client deliverables. An improved project/task management system with features like Kanban boards would also make a big difference for agency use with notifications to my email and dashboard.

Kindly,
Marcus

Overall, Indy is a solid tool with a strong foundation, and I’m hopeful the team will continue building it into a more powerful all-in-one client management platform.

The platform itself seems promising, but I’m disappointed by the misleading pricing. It’s advertised as $39 including a branded client portal, but once I signed up, the portal wasn’t included; instead, I was prompted to pay an extra around $20/month for that feature. That kind of upselling feels disingenuous.

I’m using this app for proposals. Finding it a little hard to get used to and being driven insane with the {INSERT NAME} style parts that won’t prepopulate but I’ll get there. It is surely an error in my settings.

I onboarded a new client and wanted a way to track several things in one place (time, create a contract, billing, etc) - and came across Indy - for the price it has been excellent. Once they add an API / webhooks this will be very powerful. There are small issues (not allowing you as much control on some formatting like on invoices) but those can be fixed over time. I'm hopeful that they will continue to update this tool and allow it to grow into a powerful client management tool. Definitely a good tool for consultants/independent contractors to keep track of clients.