Track every lead through a clear pipeline, turn the deal into a project with tasks and a team, and invoice on delivery — without five different tools.
Illustrative data
Quotes sent that nobody followed up on.
No clear view of who's doing what and when it's due.
Late collection because nobody knows what's still unpaid.
Shaml was built to fix exactly this — in the language of Service Firms & Agencies.
Not a generic tool — screens, fields and reports designed for Service Firms & Agencies
Drag deals between stages and see your pipeline value any time.
Break projects into owned, dated tasks with a kanban board.
Everyone sees only what's theirs, with roles you define.
Quotes that become invoices, with paid and overdue tracking.
A site for your services with a request form feeding your pipeline.
Win rate, monthly revenue and workload per member.
Also included with every account:
Add your clients, services and team
Work deals through to close
Deliver the project and invoice
Both, connected to invoicing and reports in one system.
Yes, with granular permissions per role.
Yes, import your client list from a CSV file.
It's designed to start small and grow with you.
Create your company account now — free, no credit card.