What can we help you run?

Create your company, add its contact details and timezone, then open Settings to upload your logo, choose brand colors, select banners, and connect the accounts you use.

Yes. Invite teammates from Settings, assign the appropriate role, and keep client and project access inside the correct company workspace. Plan limits determine how many team members and workspaces you can add.

Add or import a client, connect your calendar and payment processor, then create a project or send your first proposal. Home and the Attention Center surface the work that needs you next.

Yes, if your plan supports it. Each company keeps its own branding, clients, projects, integrations, billing settings, and reporting context.

Design a form, publish it to its shareable KRBR URL, embed it on your website, or email the link. Published-form limits depend on your subscription plan.

Yes. Lead-generation templates can turn a submission into a lead so you can qualify it, follow up, and convert it without copying fields by hand.

Yes. Add, remove, and reorder questions, then apply your workspace logo, banner, and brand color before publishing.

Convert the lead when the opportunity is ready. KRBR carries the relationship forward so proposals, projects, scheduling, and invoices can stay tied to the same client.

Start from the relevant section, choose a template or blank document, select the client and project, then tailor the content before previewing and sending it.

Yes. Sent contracts open in the client experience for review and electronic signature. KRBR records the document status so you can see what is waiting.

Yes. Workspace templates let you standardize language and merge business, client, project, and pricing details into new documents.

No. The public templates are practical starting points only. Contract requirements vary by location and type of work, so have a qualified attorney review the language you use.

Create an invoice, select its client and project, add line items and payment terms, preview the customer email, then send it from KRBR.

Payments are processed by the Stripe, PayPal, or Square account you connect. KRBR does not hold your funds or take a percentage of what you earn.

Yes. You can send a branded payment reminder from the invoice or use the contextual actions surfaced by the Attention Center. Confirm the recipient and message before sending.

Yes. The public invoice generator works without an account, keeps the entered data in your browser, and lets you print or save the finished invoice as a PDF.

A project belongs to one client. Selecting a client filters the project list; selecting a project automatically sets its client so records stay consistent.

Yes. Rename and reorder stages, choose stage colors, and create the status labels your team actually uses.

Tasks tied to a project appear in that project’s Tasks board as well as the broader task views, so the same task can be managed in context without duplication.

Yes. Log time and expenses against the appropriate project, then compare spend and progress with the project budget and delivery status.

Create session types with duration, availability, buffers, notice rules, intake questions, and optional payment. Share the public scheduling link so clients can choose an available day and time.

Yes. Connect a calendar from Integrations. Imported meetings are tagged with their source, and external meeting URLs are carried into the event when the provider returns them.

Connect Zoom first, then choose a video-call meeting type when creating or editing an event. KRBR can create or display the meeting URL and include it in the participant invitation.

The callback URL sent by KRBR must exactly match an authorized redirect URI in the provider console, including protocol, host, path, case, and trailing slash. Do not add flowName or another query string to the registered URI unless the app explicitly sends it as part of redirect_uri.

Choose a higher plan from Settings → Subscription. When supported by the billing provider, the change is prorated so you pay only the applicable difference for the current period.

Yes. Open Settings → Subscription to review the effect and cancel. The confirmation explains access and billing timing before any change is made.

Delete companies you own first, then use the account-deletion control in Settings. This sequence prevents a workspace and its business records from being orphaned.

Tenant records are scoped to their company workspace. Read the Privacy Policy for the categories of data processed, why they are used, retention considerations, and how to submit a data request.