Verified purchaser
Comprehensive Client Management Tool
The communication part is very well streamlined.
Many templates for Proposals and Contracts. Well thought off.
The roles part is confusing as the three different types of role does not do much! At this point the Collaborator role cannot participate in task creation nor the owner can assign a task to collaborator.
I hope this feature appears soon.
Marisol_Indy
Jun 18, 2025Hello TGP,
We are so happy to hear you find the communication tools and templates helpful! They’re designed to make your workflow smoother.
We understand your concerns about the roles and task assignments. The Collaborator role and task management features are areas we’re actively looking to improve. Your input is really valuable, and I’ll be sure to pass your suggestions along to our development team.
Thanks again for sharing your thoughts and for being part of the Indy community.