Agency & Professional Services
Vulpine
Agency & Consultancy Operating System
Run your entire service business, from first lead to final payment, in one command center.
Try this: Open any client and click through to their client portal to see exactly what your clients would see.
For the full experience, explore this demo on desktop.
LIVE DEMO · North Fox Digital
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Who it's for
Digital & creative agenciesConsultants & coachesFreelancers scaling into teamsMarketing & web development studiosService businesses with referral partners
What it does
Command Center
- Dashboard with projects, clients, deadlines, and pipeline value
- Revenue pipeline tracking contracted, collected, outstanding, and overdue
- Activity feed, 7-day deadline view, and color-coded client calendar
Client & Project Management
- Client profiles with goals, meetings, uploads, and contacts
- Projects with drag-and-drop milestones, deliverables, and payment schedules
- Paste a scope of work and auto-generate milestones
- Private client portal for progress, deliverables, payments, uploads, and booking calls
Sales & CRM
- Lead database with CSV import/export, bulk actions, and activity history
- Outbound email campaigns with templates, tracking, and replies inbox
- Public inbound forms that feed leads straight into the CRM
- Account mapping with contacts, events, and linked leads
Offers, Proposals & Agreements
- Reusable service packages that spin up full projects in one click
- AI proposal and agreement wizard
- Built-in e-signature with signed PDF generation
- Convert signed proposals directly into live projects
Partners & Referrals
- Referral partner program with commission rates and approvals
- Commissions that auto-accrue when payments are marked paid
- Dedicated partner portal for referrals and earnings
Finance & Income
- Pipeline, contracted, collected, outstanding, and overdue views
- 14-month income, expense, and profit trend charts
- Recurring and one-time expense management
Integration-ready
Connects to your payment processor, email provider, and industry systems during setup, configured for your business, on your accounts.
- Stripe invoicing
- Gmail & Outlook
- Google Calendar
- QuickBooks
Own It — White-Label
Your brand, your app. We rebrand it with your name, logo, and colors and hand it off for you to keep.
Custom quote
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License It
Use this platform as-is, configured for your business. Includes hosting, updates, and ongoing support.
Custom quote
Subscribe
Get started fast with the standard platform and a simple monthly plan.
Custom quote
Every option starts with a quick discovery call.
