From the first opportunity to the final invoice — with a branded client portal built in to every project.
Start your free 14-day trialZolvd follows the natural lifecycle of a client project — from first conversation to final payment — so nothing slips through the cracks.
Log new leads as opportunities and move them through scoping, quoting, delivery, and close — all in one place.
Send your client a link to their project portal. They fill in scope details directly — no back-and-forth emails.
Projects move through clear, defined stages: opportunity → scoping → quoting → approved → active → review → closed. Always know exactly where each project stands.
Every action — quote sent, accepted, payment confirmed, review requested — is automatically logged. You always know what happened and when.
Every project includes a dedicated portal for your client. They access it via magic link — no account, no password, no friction.
Send your client a link. They click it and land straight in their project portal. No sign-up form. No password reset emails.
Set a theme colour per project. The portal header, buttons, and progress indicator reflect your or your client's brand.
The client portal is fully responsive. Clients can view their quote, check progress, and submit feedback from any device.
Project status, progress %, deliverable names, their quote total, payment instructions, and an activity feed — nothing more. Internal pricing and your banking details are never exposed.
Build accurate quotes from a saved library of your standard services. Send them in one click. Get clear acceptance on record.
Save your standard services with default prices, durations, and descriptions. Pull them into any new project in seconds instead of starting from scratch.
Quote per deliverable — a flat price per line item. Best for fixed-scope work with clearly defined outputs.
Quote by hours or days — quantity × rate = line price. Best for ongoing or variable-scope work. Switch per project.
Send a revised quote without losing the original. Previous versions are marked superseded and kept on record for reference.
Set a tax rate (e.g. 15% VAT) per quote. Tax is calculated server-side — totals are always accurate.
Quotes are delivered to your client via email with all line items and totals included. A direct link takes them straight to their portal to accept.
Zolvd is built for EFT-based payment flows — the default for service businesses that invoice directly to clients.
Your account details are stored encrypted and only rendered server-side on the payment page. Never exposed in any API response or email body.
Each payment gets a unique order reference (ORD-YYYY-NNNNN) that the client uses when making their transfer.
Set an upfront percentage per project. The client sees the upfront amount due first, and the remainder is tracked at invoice stage.
Configure a SnapScan QR URL or PayShap number in your profile. These are displayed alongside your banking details on the client payment page.
Once payment lands in your account, confirm it in your dashboard. The project moves to active and the client receives an automated kickoff email.
Track delivery progress, collect client sign-off, and issue the final invoice — all without leaving Zolvd.
Update the project progress percentage and forecast completion date at any time. Zolvd notifies the client automatically on significant changes.
Mark a project ready for client review. The client can accept the deliverables or submit a change request — both are tracked on the activity timeline.
When a client submits a change request, you receive an email notification and can respond with a revised quote if scope has changed.
Generate a final invoice from the accepted quote in one click. Send it to the client directly via email. Mark it paid when payment is received.
Know where your business stands without hunting through emails or spreadsheets.
All your active projects in one view — status, quote totals, progress %, forecast completion, and days since last activity.
Track quotes accepted, upfront payments confirmed, invoices issued, amounts paid, and amounts still outstanding.
See which clients have outstanding actions, when they last interacted with their portal, and who has gone quiet for 14+ days.
Export any report to CSV with your current filters applied. What you see is what you get — ready to drop into a spreadsheet.
Zolvd sends the right email to the right person at the right moment. You never have to chase manually.
When you create a project, a branded invitation email is sent to your client with their portal magic link.
You're notified when a client views and accepts their quote. The client is notified when you send a new or revised quote.
You receive a notification when a client views the payment page. The client receives a confirmation email when you confirm payment received.
Clients are notified on significant progress updates and when a project is ready for review. You're notified on change requests.
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