Features
Everything it does, without dancing around it
The long page: every module with the things you actually do inside it. If an item isn't written here, it probably isn't in the product.
Clients and records
Where everything else starts from: who they are, how they're invoiced, what you've done for them.
- VAT number and tax code checked as you type, not afterwards
- Certified email and recipient code for Italian e-invoicing
- Billing address kept separate from the correspondence one
- One client page: projects, hours, quotes, invoices, documents and notes on a single screen
- Internal notes that never leave the app
- Connect a mailbox and the correspondence with a client gathers on their page
- Export and deletion of a client's data when they ask for it
Projects, milestones and tasks
The work broken into pieces you can see, assign and show to the client.
- Projects with an hours or fixed-fee budget, status and estimated delivery date
- Milestones with progress, shown in the client portal only if you say so
- Tasks on a drag-and-drop board, assignable to collaborators
- A warning on projects at risk: the ones overrunning budget or deadline
- Progress stages with the share to invoice at each one
- Project files in one folder, on Google Drive too
- Links to the live environments — production, staging — with their status
- Closing archive: a project ends without anything being deleted
Hours and timers
Time measured as it passes, not reconstructed from memory a month later.
- Timer on the server clock, or manual entry in quarter-hours
- Billable and non-billable hours, with a rate per project or per person
- Hours today, by client, by project, by person, by period
- The list of hours not yet invoiced, ready to move into an invoice
- Report as CSV, as a PDF on your letterhead, or saved to Drive
- Every correction stays in the activity log, with a name and a time
Hour packs and recurring items
For work sold as prepaid hours or on a retainer, where the balance has to be visible.
- Prepaid packs whose balance drops with every hour logged
- A warning when a pack is about to run out, before it does
- What happens at zero is your call: block, or allow the overrun
- The client sees the balance from their portal, without asking you
- Recurring invoices that go out on their own, in your numbering
- Subscriptions and fixed costs kept next to the recurring income
Quotes
From quote to acceptance without PDFs bouncing around by email.
- Quotes in phases, with amounts, discounts, validity and terms
- A public link: the client opens it, gets a code by email and accepts online
- You know if it was opened, when, and how many times
- Acceptance creates the project, the milestones and the deposit invoice by itself
- Reminders for those who haven't replied and for quotes about to expire
- A list of quotes never opened: the ones lost to spam are obvious
- Conversion rate: how many you send, how many you close
Document builder
The long proposal, the one you send to the clients that matter, written inside Gestio.
- Block editor: cover, goals, approach, phases, pricing, terms
- A draft written by AI from a few lines of brief, then fixed by you
- Export to PDF and DOCX on your own letterhead
- PDF preview inside the page, on a phone too
- Saved straight to Google Drive, in the client's folder
- From document to a real quote in one step, without retyping the amounts
Invoices and payments
Issuing, sending, and a status that updates itself when the payment lands.
- Invoices flat, from logged hours or from a pack, with automatic numbering
- Deposits, balances and credit notes
- Status driven by recorded payments: issued, partial, paid, overdue
- Sent to the client with the PDF attached and the portal link
- Reminders for overdue invoices, counting the days late
- Import of the Italian XML e-invoice: the fields fill themselves in
- Summaries by period, by client and by status
Expenses, costs and banking
The other half of the accounts: what goes out, and what a project really cost.
- Expenses with category, supplier and the project they belong to
- A receipt read from a photo: amount, date and supplier already filled in
- Recurring subscriptions with a renewal reminder
- Bank movements imported and matched to invoices and expenses
- Collected, outstanding, and the trend against the same period last year
- Cost per project: the real margin, not the estimated one
Italian flat-rate tax
The part usually discovered in March, kept in sight all year.
- Substitute tax and contributions computed on money actually collected, not invoiced
- Profitability coefficient tied to your ATECO code
- The exit threshold watched, with a warning as you approach it
- A calendar of deadlines, with advances and balances
- How much to set aside, updated month by month
- No rate hard-coded: they're settings, because they change
Calendar and reminders
Appointments and deadlines in the same place as the things to do.
- Appointments, deadlines and project milestones in one calendar
- Two-way sync with Google Calendar
- Tax deadlines and milestones land in the calendar on their own
- In-app and email notifications, chosen one by one
- Italian times even on re-reading, no timezone surprises
Communications
What you write to clients, and how it arrives.
- Chat with the client inside the portal, with an email notification when they write
- Emails from your own address, from your own mailbox: they really come from you
- Header, signature and logo with a preview before sending, plus a test send to yourself
- Product news and announcements inside the app, no newsletter
- Incoming requests from the marketplace and contact forms, in one queue
Integrations
The tools you already use, connected without copying files from one side to the other.
- Google Drive: documents and project files, in the right folder
- Google Calendar: the calendar, both ways
- Slack: alerts where you're already looking
- GitHub and Railway: repositories and deploy status for the projects that live online
- Notion: notes linked to the project
- A read-only mailbox: client correspondence on their page
- Bank account: movements waiting to be matched
- Every connection is revoked with one click, and tokens are stored encrypted
Access, data and security
Who sees what, who did what, and how you take it all away.
- Multi-organisation: one organisation's data is invisible from another
- Separate roles for owner, admin, collaborator and client
- Two-step verification on sign-in
- Activity log: who did what, and when
- Full export of your data, whenever you want
- Account deletion without having to ask anyone
- Installs as an app on your phone, no store involved
Missing something you need? Write to us: the roadmap is made of the requests that arrive, not of meetings.
Try it with a real client, today
Create the organisation, add a client and send them portal access. It takes five minutes, and you'll know straight away if it's for you.